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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
PA
776
Procyon Advisors
Connecticut
$262K -$8.56K -94 -3%
EA
777
Ellsworth Advisors
Ohio
$261K
BFC
778
Bedel Financial Consulting
Indiana
$261K +$109K +1,200 +63%
DWM
779
Denver Wealth Management
Colorado
$261K +$284K +3,120 New
TPCW
780
TD Private Client Wealth
New York
$261K +$194K +2,127 +216%
CFS
781
CRA Financial Services
New Jersey
$260K +$2.28K +25 +0.8%
TFS
782
TrustCore Financial Services
Tennessee
$260K +$20.4K +224 +8%
AW
783
Alaethes Wealth
Nevada
$258K -$40.2K -441 -13%
MCA
784
Magnolia Capital Advisors
Mississippi
$258K -$2.64K -29 -0.9%
MW
785
Marcum Wealth
Ohio
$258K +$26.6K +292 +10%
1WA
786
180 Wealth Advisors
Washington
$257K -$2K -22 -0.7%
AWM
787
Atticus Wealth Management
Florida
$256K +$16K +176 +6%
SC
788
Saiph Capital
New Jersey
$251K
GPA
789
Garrison Point Advisors
California
$251K -$16.4K -180 -6%
VFIC
790
Valley Forge Investment Consultants
Pennsylvania
$250K -$130K -1,427 -32%
CA
791
CoreCap Advisors
Michigan
$249K +$55.7K +611 +26%
FFN
792
Focus Financial Network
Minnesota
$247K -$13.3K -146 -5%
MWM
793
McNaughton Wealth Management
California
$247K +$547 +6 +0.2%
MWPCG
794
Measured Wealth Private Client Group
New Hampshire
$245K
CWM
795
Campbell Wealth Management
Virginia
$243K -$64.3K -706 -20%
MCWS
796
McKinley Carter Wealth Services
West Virginia
$243K
BWM
797
BCS Wealth Management
Tennessee
$243K +$52.5K +576 +25%
FCFC
798
First Commonwealth Financial Corp
Pennsylvania
$241K
SC
799
Seldon Capital
California
$241K
BS
800
Boenning & Scattergood
Pennsylvania
$239K +$547 +6 +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.