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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
WOSD
551
WFA of San Diego
California
$664K -$6.56K -72 -0.9%
ARC
552
Advisor Resource Council
Texas
$663K +$721K +7,918 New
CWC
553
Carolinas Wealth Consulting
North Carolina
$660K +$456 +5 +0.1%
GLA
554
Good Life Advisors
Pennsylvania
$653K -$6.38K -70 -0.9%
WCM
555
Windsor Capital Management
Arizona
$652K +$25.9K +284 +4%
PPP
556
Private Portfolio Partners
New Jersey
$650K -$91 -1 -0%
1IA
557
1834 Investment Advisors
Wisconsin
$650K +$164K +1,803 +30%
CSIC
558
Clifford Swan Investment Counsel
California
$644K
GWM
559
Greenhouse Wealth Management
Connecticut
$644K +$2.28K +25 +0.3%
CRWM
560
Castle Rock Wealth Management
California
$635K -$117K -1,284 -15%
DPI
561
Diversified Portfolios Inc
Michigan
$634K -$3.81M -41,784 -85%
SW
562
Solidarity Wealth
Utah
$632K -$138K -1,518 -18%
SPWM
563
Schrum Private Wealth Management
Florida
$631K -$55.4K -608 -7%
National Bank of Canada
564
National Bank of Canada
Quebec, Canada
$620K +$73.5K +807 +12%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$619K +$197K +2,161 +41%
MAS
566
Madden Advisory Services
Florida
$616K
DWM
567
Doyle Wealth Management
Florida
$613K +$52.5K +576 +9%
CA
568
Corrado Advisors
New Jersey
$611K +$140K +1,541 +27%
SXL
569
Summit X LLC
Missouri
$610K -$12.4K -136 -2%
RFA
570
Resurgent Financial Advisors
Georgia
$608K +$109K +1,191 +20%
MOS
571
MGO One Seven
Ohio
$603K -$2.19K -24 -0.3%
RPC
572
Rossmore Private Capital
Connecticut
$599K
FOA
573
Five Oceans Advisors
California
$599K +$15.9K +175 +3%
ESB
574
Essex Savings Bank
Connecticut
$599K +$40.9K +449 +7%
MWP
575
Madison Wealth Partners
Wisconsin
$595K +$647K +7,096 New

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.