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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
F
826
F3Logic
Minnesota
$212K +$182 +2 +0.1%
RW
827
Rede Wealth
Virginia
$210K -$54.8K -602 -19%
SFG
828
Summit Financial Group
West Virginia
$210K
JAG
829
Journey Advisory Group
Kentucky
$210K +$8.75K +96 +4%
BW
830
Basepoint Wealth
Iowa
$210K +$228K +2,501 New
DIA
831
Dana Investment Advisors
Wisconsin
$209K -$7.11K -78 -3%
Bessemer Group
832
Bessemer Group
New Jersey
$208K -$8.52M -93,500 -97%
DC
833
Davenport & Co
Virginia
$208K +$3.19K +35 +1%
MPWT
834
MassMutual Private Wealth & Trust
Connecticut
$208K +$131K +1,442 +139%
SFA
835
Semmax Financial Advisors
North Carolina
$206K
SFWA
836
Summit Financial Wealth Advisors
Louisiana
$206K +$91 +1 +0%
AWP
837
Abacus Wealth Partners
California
$206K
LF
838
Lantz Financial
Illinois
$205K -$28K -307 -11%
TYCC
839
Texas Yale Capital Corp
Florida
$205K +$91 +1 +0%
TL
840
Tradewinds LLC
North Carolina
$203K +$221K +2,426 New
SAM
841
Smithbridge Asset Management
Pennsylvania
$201K
PA
842
Planning Alternatives
Michigan
$200K -$6.01K -66 -3%
LWP
843
Laurel Wealth Planning
Minnesota
$199K -$72.3K -794 -25%
ZB
844
Zions Bancorporation
Utah
$197K +$214K +2,346 New
TC
845
Tacita Capital
Ontario, Canada
$191K
QCG
846
Quadrant Capital Group
Ohio
$188K -$51.9K -570 -20%
GWS
847
Glassman Wealth Services
Virginia
$187K
CF
848
Centaurus Financial
California
$180K
Citigroup
849
Citigroup
New York
$180K +$112K +1,228 +133%
CWM
850
Cranbrook Wealth Management
Michigan
$176K +$2.19K +24 +1%

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.