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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
BSWA
801
Bromfield Sneider Wealth Advisors
Massachusetts
$238K +$109K +1,196 +73%
RA
802
Rodgers & Associates
Pennsylvania
$237K +$14.1K +155 +6%
LC
803
Lincoln Capital
Nebraska
$236K +$1.64K +18 +0.6%
APW
804
Aurora Private Wealth
New Jersey
$235K +$820 +9 +0.3%
MWM
805
Meridian Wealth Management
Kentucky
$235K +$15.5K +170 +6%
EP
806
Eudaimonia Partners
Tennessee
$234K
ACP
807
Aveo Capital Partners
Colorado
$233K -$15.4K -169 -6%
SC
808
Schiavi & Co
Delaware
$232K
GC
809
Grimes & Company
Massachusetts
$228K +$5.47K +60 +2%
MIAS
810
Mason Investment Advisory Services
Virginia
$228K
AWA
811
Arkadios Wealth Advisors
Georgia
$227K -$36.8K -404 -13%
FIM
812
Fernwood Investment Management
Massachusetts
$227K
TVAMP
813
Tennessee Valley Asset Management Partners
Tennessee
$227K +$4.46K +49 +2%
KPW
814
Kore Private Wealth
New York
$226K -$31K -340 -11%
FFM
815
Forum Financial Management
Illinois
$221K +$241K +2,643 New
CAM
816
Cozad Asset Management
Illinois
$220K -$27.3K -300 -10%
4WM
817
4J Wealth Management
Virginia
$220K -$91 -1 -0%
CIBC Private Wealth Group
818
CIBC Private Wealth Group
Georgia
$220K +$91 +1 +0%
DWA
819
Douglass Winthrop Advisors
New York
$218K
IIM
820
InTrack Investment Management
Vermont
$218K
SEA
821
Stegent Equity Advisors
Texas
$217K +$235K +2,582 New
Simplex Trading
822
Simplex Trading
Illinois
$216K +$236K +2,589 New
GIM
823
Goelzer Investment Management
Indiana
$215K
WBC
824
West Branch Capital
Massachusetts
$214K -$34.3K -376 -13%
JTWM
825
Jackson Thornton Wealth Management
Alabama
$212K -$112K -1,232 -33%

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.