We are live on ! Find out more
ITOT icon

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
CL
676
CPWM LLC
Washington
$371K +$403K +4,428 New
M&T Bank
677
M&T Bank
New York
$368K -$73.9K -811 -16%
KWM
678
Kaydan Wealth Management
Michigan
$368K +$39.7K +436 +11%
FWP
679
Falcon Wealth Planning
California
$367K +$14.4K +158 +4%
GL
680
Graypoint LLC
New York
$366K
FT
681
Fiduciary Trust
Massachusetts
$366K +$398K +4,369 New
IAS
682
IMA Advisory Services
Colorado
$365K +$3.28K +36 +0.8%
PWM
683
Perigon Wealth Management
California
$364K -$108K -1,185 -21%
BA
684
Bellwether Advisors
Nebraska
$362K -$64.5K -708 -14%
BDFN
685
Bond & Devick Financial Network
Minnesota
$361K -$9.02K -99 -2%
CDIA
686
Capital Directions Investment Advisors
Georgia
$361K -$4.83K -53 -1%
JWCA
687
J.W. Coons Advisors
Ohio
$359K +$456 +5 +0.1%
JWA
688
JFS Wealth Advisors
Pennsylvania
$355K +$6.65K +73 +2%
B
689
Bridgeworth
Alabama
$352K +$13.8K +151 +4%
Wealthfront Advisers
690
Wealthfront Advisers
California
$352K +$383K +4,199 New
RCM
691
Rain Capital Management
Oregon
$352K +$383K +4,207 New
MWM
692
Marietta Wealth Management
Georgia
$350K +$23.4K +257 +7%
IA
693
Integrity Advisory
Kansas
$350K +$28.1K +308 +8%
LA
694
Latitude Advisors
Florida
$348K -$110K -1,202 -22%
HW
695
Hancock Whitney
Mississippi
$348K -$97.9K -1,074 -21%
CCMD
696
Cypress Capital Management (Delaware)
Delaware
$348K -$95.7K -1,050 -20%
EWS
697
Evergreen Wealth Solutions
Pennsylvania
$347K -$6.47K -71 -2%
EWA
698
Encompass Wealth Advisors
Oregon
$347K -$3.73K -41 -1%
AAMC
699
Asset Allocation & Management Company
Illinois
$347K
FPCP
700
Fort Point Capital Partners
California
$343K -$45.1K -495 -11%

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.