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
ECG
751
Edge Capital Group
Georgia
$289K -$18.3K -201 -6%
TCM
752
Tandem Capital Management
New Jersey
$286K +$2.28K +25 +0.7%
PCS
753
Personal CFO Solutions
New Jersey
$284K +$2.82K +31 +0.9%
RWM
754
Ritholtz Wealth Management
New York
$282K
Fisher Asset Management
755
Fisher Asset Management
Washington
$280K +$120K +1,315 +65%
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$279K -$36.4K -400 -11%
ANTB
757
AMG National Trust Bank
Colorado
$278K +$6.92K +76 +2%
ACM
758
Absolute Capital Management
Pennsylvania
$277K +$301K +3,308 New
LFG
759
Larson Financial Group
Missouri
$273K +$10.1K +111 +4%
CI
760
Cordant Inc
Oregon
$271K -$547K -6,000 -65%
WCM
761
Wallace Capital Management
Texas
$271K
Kayne Anderson Rudnick Investment Management
762
Kayne Anderson Rudnick Investment Management
California
$271K +$156K +1,712 +112%
H
763
HoyleCohen
California
$271K +$294K +3,231 New
VCP
764
Verus Capital Partners
Arizona
$270K -$130K -1,422 -31%
LFA
765
Level Financial Advisors
New York
$269K
DWMG
766
DB Wealth Management Group
California
$267K -$649K -7,127 -69%
NB
767
Nicolet Bankshares
Wisconsin
$267K
TWC
768
TD Waterhouse Canada
Ontario, Canada
$266K
OBWG
769
Onyx Bridge Wealth Group
New York
$266K
WTC
770
WhitTier Trust Company
Nevada
$266K +$289K +3,175 New
OFS
771
OneAscent Financial Services
Alabama
$266K +$289K +3,176 New
FFA
772
Fragasso Financial Advisors
Pennsylvania
$265K +$2.73K +30 +1%
BWM
773
Birchcreek Wealth Management
Ohio
$264K -$3.01K -33 -1%
ST
774
Sabal Trust
Florida
$264K +$287K +3,149 New
BWM
775
BNC Wealth Management
Oregon
$263K +$638 +7 +0.2%

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.