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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
PD
626
Planning Directions
Pennsylvania
$458K -$7.65K -84 -2%
RIG
627
Roosevelt Investment Group
New York
$454K -$48.6K -533 -9%
BFG
628
Beacon Financial Group
Texas
$453K
BOPW
629
Brandywine Oak Private Wealth
Pennsylvania
$448K +$232K +2,549 +91%
SCM
630
SOL Capital Management
Maryland
$446K +$456 +5 +0.1%
RF
631
Resolute Financial
Massachusetts
$446K +$99.6K +1,093 +26%
MFA
632
McClarren Financial Advisors
Pennsylvania
$439K -$55.4K -608 -10%
KFC
633
Klingenstein Fields & Co
New York
$438K
FNC
634
First National Corp
Massachusetts
$437K +$182 +2 +0%
AFP
635
Ausdal Financial Partners
Iowa
$434K +$97.9K +1,074 +26%
FFS
636
Founders Financial Securities
Maryland
$433K
AWM
637
Avior Wealth Management
Nebraska
$432K -$3.83K -42 -0.8%
GIA
638
GHP Investment Advisors
Colorado
$431K -$157K -1,727 -25%
TNA
639
True North Advisors
Texas
$430K
IC
640
IEQ Capital
California
$428K +$39K +428 +9%
TC
641
Telemus Capital
Michigan
$427K
Financial Engines Advisors
642
Financial Engines Advisors
California
$427K +$465K +5,101 New
WPW
643
Waldron Private Wealth
Pennsylvania
$423K -$26.4K -290 -5%
MC
644
Moors & Cabot
Massachusetts
$422K -$164K -1,798 -26%
SWA
645
Stratos Wealth Advisors
Ohio
$418K -$387K -4,249 -46%
TI
646
Trexquant Investment
Connecticut
$418K +$187K +2,054 +70%
ZIG
647
Zullo Investment Group
Pennsylvania
$417K -$9.75K -107 -2%
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$417K +$454K +4,981 New
FCI
649
Financial Counselors Inc
Kansas
$411K
XF
650
XML Financial
Maryland
$408K +$10.9K +120 +3%

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.