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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
VWA
651
V Wealth Advisors
Kansas
$408K +$167K +1,837 +61%
NPF
652
Norris Perne & French
Michigan
$401K -$88.3K -969 -17%
CS
653
Credit Suisse
Switzerland
$401K -$38.8K -426 -8%
DAS
654
Dynamic Advisor Solutions
Arizona
$400K -$157K -1,727 -27%
EW
655
Element Wealth
Mississippi
$400K +$9.57K +105 +2%
AG
656
Ascent Group
Virginia
$400K +$399K +4,375 New
PA
657
PSI Advisors
Florida
$399K -$51.7K -567 -11%
EWA
658
EP Wealth Advisors
California
$398K -$166K -1,824 -28%
CCA
659
Cadent Capital Advisors
Oklahoma
$397K -$215K -2,358 -33%
LJHT
660
Laurie J. Hall Trustee
$394K
MCM
661
Maple Capital Management
Vermont
$393K -$14.7K -161 -3%
SIC
662
Salem Investment Counselors
North Carolina
$392K -$2.73K -30 -0.6%
SGI
663
Summit Global Investments
Utah
$392K
FMTCOCP
664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$392K +$58.4K +641 +16%
BAS
665
Brown Advisory Securities
Maryland
$392K +$426K +4,680 New
CG
666
CFO4Life Group
Texas
$390K
CC
667
Cadinha & Co
Hawaii
$387K -$16.4K -180 -4%
MSFS
668
Main Street Financial Solutions
Pennsylvania
$385K +$29.3K +322 +8%
ACM
669
Advisors Capital Management
New Jersey
$383K +$211K +2,321 +103%
Qube Research & Technologies (QRT)
670
Qube Research & Technologies (QRT)
United Kingdom
$381K -$1.54M -16,906 -79%
AP
671
Advisor Partners
California
$377K -$113K -1,236 -22%
FAM
672
Fenimore Asset Management
New York
$377K
CMBA
673
C.M. Bidwell & Associates
Hawaii
$375K +$11.2K +123 +3%
GGS
674
Galvin Gaustad & Stein
Arizona
$373K +$36.6K +402 +10%
Prudential Financial
675
Prudential Financial
New Jersey
$372K +$132K +1,453 +49%

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.