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
FFG
726
Frisch Financial Group
New York
$310K +$35.1K +385 +12%
BG
727
Benedetti & Gucer
Georgia
$309K -$22.7K -249 -6%
VBFP
728
Valtinson Bruner Financial Planning
Minnesota
$309K -$911 -10 -0.3%
CANC
729
Culbertson A N & Co
Virginia
$309K
SMA
730
Sage Mountain Advisors
Georgia
$309K
PJSIMP
731
P.J. Schmidt Investment Management (PJS)
Wisconsin
$306K -$25.3K -278 -8%
TCM
732
Tradewinds Capital Management
Washington
$306K -$7.47K -82 -2%
EAM
733
Evanson Asset Management
California
$306K +$333K +3,657 New
Charles Schwab
734
Charles Schwab
California
$305K +$139K +1,529 +72%
WFA
735
Wellspring Financial Advisors
Ohio
$302K -$1.09K -12 -0.3%
CCA
736
Childress Capital Advisors
Texas
$302K
GKWIM
737
Gerber Kawasaki Wealth & Investment Management
California
$301K +$158K +1,731 New
SSB
738
Sandy Spring Bank
Maryland
$300K
CAAS
739
Capital Asset Advisory Services
Michigan
$300K +$326K +3,575 New
PFA
740
Professional Financial Advisors
Nebraska
$297K +$182 +2 +0.1%
NL
741
NVWM LLC
Pennsylvania
$297K +$3.1K +34 +1%
CTA
742
Colonial Trust Advisors
South Carolina
$296K -$82K -900 -20%
BFPW
743
BOK Financial Private Wealth
Colorado
$296K +$322K +3,532 New
BRIM
744
Broad Run Investment Management
Virginia
$295K +$321K +3,518 New
PCA
745
Private Capital Advisors
Connecticut
$294K
CTA
746
Chesley Taft & Associates
Illinois
$294K +$364 +4 +0.1%
PWP
747
Pursue Wealth Partners
California
$293K
AA
748
AF Advisors
California
$293K +$91.1K +1,000 +40%
BFG
749
Barber Financial Group
Kansas
$292K +$1.09K +12 +0.3%
MCA
750
MSH Capital Advisors
Arizona
$292K +$39.3K +431 +14%

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.