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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
SCM
51
SCS Capital Management
Massachusetts
$56.8M +$61.8M +677,890 New
HWM
52
HB Wealth Management
Georgia
$56.6M +$2.13M +23,415 +4%
MML Investors Services
53
MML Investors Services
Massachusetts
$55.8M +$9.32M +102,335 +18%
JBA
54
Johnson Bixby & Associates
Washington
$55.1M +$5.69M +62,411 +10%
PCIA
55
Prime Capital Investment Advisors
Kansas
$54.1M +$6.22M +68,314 +12%
EPM
56
Elm Partners Management
Pennsylvania
$52.6M -$14.2M -155,850 -20%
AWM
57
AE Wealth Management
Kansas
$52.1M +$27.4M +300,291 +93%
LPT
58
Legacy Private Trust
Wisconsin
$51.8M +$1.77M +19,388 +3%
JIP
59
Jaffetilchin Investment Partners
Florida
$51.2M -$1.35M -14,827 -2%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$51M +$1.18M +13,003 +2%
RJA
61
Raymond James & Associates
Florida
$49.5M +$5.38M +59,012 +11%
BCI
62
Brinker Capital Investments
Pennsylvania
$49.4M -$1.69M -18,560 -3%
IOOF
63
Independent Order of Foresters
Ontario, Canada
$49M -$8.16M -89,562 -13%
Macquarie Group
64
Macquarie Group
Australia
$49M -$8.16M -89,562 -13%
RWP
65
Reliant Wealth Planning
Kentucky
$48.4M -$657K -7,213 -1%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$46.8M +$5.19M +56,953 +11%
ZF
67
Zhang Financial
Michigan
$45.4M +$17.3M +189,375 +54%
AA
68
Ancora Advisors
Ohio
$45.4M +$1.61M +17,697 +3%
KAS
69
Kestra Advisory Services
Texas
$43.8M +$14.2M +155,921 +43%
WCP
70
Wick Capital Partners
Pennsylvania
$42.2M +$2.05M +22,470 +5%
WAG
71
Winthrop Advisory Group
Massachusetts
$41.6M -$633K -6,946 -1%
SQA
72
Simon Quick Advisors
New Jersey
$40.9M +$40.5M +444,237 New
KFS
73
Kelly Financial Services
Massachusetts
$39.7M +$8.35M +91,630 +24%
FPGK
74
Financial Partners Group (Kansas)
Kansas
$37.3M +$433K +4,750 +1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$37.1M -$297M -3,256,752 -88%

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.