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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
TFCP
576
Twin Focus Capital Partners
Massachusetts
$595K +$647K +7,100 New
VWA
577
Visionary Wealth Advisors
Illinois
$594K +$22.7K +249 +4%
YIH
578
Y-Intercept (HK)
Hong Kong
$588K +$639K +7,018 New
SWA
579
Strategies Wealth Advisors
Michigan
$588K -$9.93K -109 -2%
WS
580
Wedbush Securities
California
$586K -$28.6K -314 -4%
SWA
581
SFMG Wealth Advisors
Texas
$585K +$28.1K +308 +5%
SCA
582
Stonebridge Capital Advisors
Minnesota
$580K -$27.3K -300 -4%
AIP
583
ARS Investment Partners
New York
$577K +$628K +6,891 New
HWA
584
HCR Wealth Advisors
California
$575K
S
585
SignatureFD
Georgia
$573K +$2.19K +24 +0.4%
KL
586
KWMG LLC
Kansas
$572K -$1.09K -12 -0.2%
IFWM
587
Institute for Wealth Management
Colorado
$569K +$2K +22 +0.3%
HIA
588
Harbor Investment Advisory
Maryland
$561K +$177K +1,939 +41%
PPW
589
Pasadena Private Wealth
California
$558K +$607K +6,659 New
CA
590
Claro Advisors
Massachusetts
$556K -$158K -1,731 -21%
T
591
TrueFG
Texas
$554K +$16.8K +184 +3%
BWA
592
Burt Wealth Advisors
Maryland
$554K +$24.1K +265 +4%
RCM
593
Regency Capital Management
Hawaii
$554K +$34.3K +377 +6%
CWM
594
Congress Wealth Management
Massachusetts
$553K
ECM
595
Evergreen Capital Management
Washington
$553K +$319K +3,496 +113%
TRIA
596
Trail Ridge Investment Advisors
Colorado
$551K +$599K +6,573 New
YU
597
Yale University
Connecticut
$550K
FHA
598
Flagship Harbor Advisors
Massachusetts
$550K +$15.3K +168 +3%
HNB
599
Huntington National Bank
Ohio
$546K
AWAG
600
ARS Wealth Advisors Group
Florida
$536K +$91 +1 +0%

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.