iShares Core S&P Total US Stock Market ETF
ITOT
1,074 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 39 closing their positions.
1,316% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $1.04M
69% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 39
11% more capital invested
Capital invested by funds: $24.3B → $27B (+$2.71B)
7% more funds holding in top 10
Funds holding in top 10: 133 → 142 (+9)
2% more funds holding
Funds holding: 1,053 → 1,074 (+21)
1.16% more ownership
Funds ownership: 59.56% → 60.72% (+1.2%)
8% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 411
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$343M |
| 2 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$115M |
| 3 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
+$64.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$57M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$160M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$80.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$79M |
| 4 |
Betterment LLC
New York
|
-$40.1M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$25.6M |
ITOT Hedge Fund Activity: Q2 2023 in Review
1,074 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2023, worth a combined $27B — up 11% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ITOT positions and 39 closed out — a net gain of 27 holders — while 379 added to existing stakes and 411 trimmed.
The largest buyer was SigFig Wealth Management, opening a new position worth an estimated $343M. The largest seller was SVB Wealth, cutting an estimated $160M.
- 1,074 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2023, up from 1,053 in Q1 2023.
- Funds reported $27B of iShares Core S&P Total US Stock Market ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 66 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2023 and 39 closed out, a net change of +27 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2023 was SigFig Wealth Management, an estimated $343M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2023 was SVB Wealth, an estimated $160M sold.
Based on aggregated 13F filings for Q2 2023.