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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
BL
701
Balentine LLC
Georgia
$343K +$22K +242 +6%
EL
702
EQ LLC
Washington
$342K +$94.9K +1,042 +34%
CCFM
703
Clear Creek Financial Management
Washington
$339K +$369K +4,046 New
RC
704
RegentAtlantic Capital
New Jersey
$337K
RFG
705
Range Financial Group
Oregon
$337K +$17.3K +190 +5%
SC
706
Soundwatch Capital
Connecticut
$336K -$232K -2,549 -39%
CIAS
707
Capital Investment Advisory Services
North Carolina
$332K -$80.3K -881 -18%
NCM
708
NCM Capital Management
New Jersey
$331K
Neuberger Berman Group
709
Neuberger Berman Group
New York
$326K -$18.2K -200 -5%
BTWM
710
Baker Tilly Wealth Management
Wisconsin
$323K
WP
711
WealthShield Partners
North Carolina
$323K +$12.9K +142 +4%
WB
712
West Bancorporation
Iowa
$320K +$70.2K +771 +25%
NEGWA
713
New England Guild Wealth Advisors
Connecticut
$319K
OC
714
Oakworth Capital
Alabama
$319K
SBH
715
Segall Bryant & Hamill
Illinois
$319K
FAM
716
Forte Asset Management
New York
$319K +$347K +3,812 New
PIM
717
Parker Investment Management
California
$318K +$1.18K +13 +0.3%
GFS
718
GYL Financial Synergies
Connecticut
$317K -$59.6K -654 -15%
FA
719
FC Advisory
Pennsylvania
$317K +$73K +801 +27%
WCM
720
WealthBridge Capital Management
Ohio
$315K -$37.7K -414 -10%
LRIA
721
Leonard Rickey Investment Advisors
Washington
$315K -$13.8K -152 -4%
RTS
722
Round Table Services
New Jersey
$313K
RDFA
723
Ritter Daniher Financial Advisory
Ohio
$312K +$911 +10 +0.3%
LWA
724
Lineweaver Wealth Advisors
Ohio
$311K -$48.6K -533 -13%
NAM
725
NTV Asset Management
West Virginia
$311K +$11.4K +125 +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.