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iShares Core S&P Total US Stock Market ETF

992 hedge funds and large institutions have $26.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 413 increasing their positions, 325 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $9.94M | Put options by funds: $2.08M

27% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 325

1.81% more ownership

Funds ownership: 62.4%64.21% (+1.8%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

0% more funds holding in top 10

Funds holding in top 10: 134134 (0)

1% less funds holding

Funds holding: 1,001992 (-9)

3% less capital invested

Capital invested by funds: $27.4B → $26.4B (-$942M)

Holders
992
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
16.71%
Holding in Top 10
134
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.26%
New
87
Increased
413
Reduced
325
Closed
81
Calls
$9.94M
Puts
$2.08M
Net Calls
+$7.86M
Net Calls Change
-$9.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
526
Cypress Capital Group
Florida
$787K +$156K +1,712 +22%
ST
527
Somerset Trust
Pennsylvania
$786K
AUB
528
Atlantic Union Bankshares
Virginia
$785K +$571K +6,268 +202%
VFA
529
Voya Financial Advisors
Connecticut
$781K +$842K +9,241 New
KWS
530
Keystone Wealth Services
California
$769K -$13.4K -147 -2%
SIA
531
Schechter Investment Advisors
Michigan
$767K +$188K +2,065 +29%
BF
532
BOK Financial
Oklahoma
$767K +$222K +2,442 +36%
CFA
533
Cahill Financial Advisors
Minnesota
$765K -$17.4K -191 -2%
Jones Financial Companies
534
Jones Financial Companies
Missouri
$759K -$67.1K -737 -8%
CM
535
Columbus Macro
Pennsylvania
$753K +$443K +4,863 +118%
CWS
536
Cypress Wealth Services
California
$740K -$129K -1,418 -14%
OC
537
Oppenheimer & Co
New York
$738K +$30.8K +338 +4%
WCG
538
Weaver Consulting Group
California
$726K
LA
539
LexAurum Advisors
Kansas
$725K +$15.4K +169 +2%
BIP
540
Blueprint Investment Partners
North Carolina
$713K -$6.45M -70,816 -89%
AAS
541
Ameritas Advisory Services
Nebraska
$708K +$12.1K +133 +2%
COCM
542
Charter Oak Capital Management
New Hampshire
$708K +$44.3K +486 +6%
AI
543
Accredited Investors
Minnesota
$706K -$36.6K -402 -5%
TF
544
TimeScale Financial
Massachusetts
$700K +$2.55K +28 +0.3%
KM
545
Kalos Management
Georgia
$697K -$40.1K -440 -5%
SWMP
546
Signature Wealth Management Partners
New Jersey
$687K +$19.3K +212 +3%
HI
547
Human Investing
Oregon
$685K -$107K -1,172 -13%
WCWM
548
Willow Creek Wealth Management
California
$683K
SF
549
Synovus Financial
Georgia
$683K +$143K +1,571 +24%
MM
550
Meridian Management
Arkansas
$679K

ITOT Hedge Fund Activity: Q2 2022 in Review

992 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2022, worth a combined $26.4B — down 3.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ITOT positions and 81 closed out — a net gain of 6 holders — while 413 added to existing stakes and 325 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.41B. The largest seller was CFS Investment Advisory Services, cutting an estimated $371M.

  • 992 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2022, down from 1,001 in Q1 2022.
  • Funds reported $26.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2022, down 3.4% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2022 and 81 closed out, a net change of +6 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.41B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $371M sold.

Based on aggregated 13F filings for Q2 2022.