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
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K +$63.4K +696 New
VNA
902
Valley National Advisers
Pennsylvania
$56K
MWM
903
Mascoma Wealth Management
New Hampshire
$56K +$4.92K +54 +9%
PAIM
904
Punch & Associates Investment Management
Minnesota
$54K
HS
905
Horan Securities
United States
$53K
RF
906
Robbins Farley
New Hampshire
$53K +$57.8K +634 New
SBL
907
Sargent Bickham Lagudis
Colorado
$52K +$11.1K +122 +24%
CH
908
Canton Hathaway
Rhode Island
$50K
DWA
909
Delos Wealth Advisors
Texas
$50K
DI
910
Disciplined Investments
Oklahoma
$49K +$7.01K +77 +15%
FPFS
911
First Personal Financial Services
North Carolina
$47K
JGIA
912
Jackson Grant Investment Advisers
Connecticut
$47K +$5.83K +64 +13%
HR
913
Howe & Rusling
New York
$46K -$9.2K -101 -15%
SWM
914
Selective Wealth Management
Virginia
$44K
SAM
915
S.A. Mason
Michigan
$43K -$7.83K -86 -14%
PK
916
Pflug Koory
Nebraska
$43K
SC
917
Sierra Capital
Florida
$43K +$182 +2 +0.4%
OIA
918
Optimum Investment Advisors
Illinois
$41K +$1.64K +18 +4%
BCMIO
919
Beacon Capital Management Inc (Ohio)
Ohio
$41K +$44.1K +484 New
RG
920
Retirement Group
California
$40K -$5.47K -60 -11%
SIS
921
Sound Income Strategies
Florida
$36K -$11.1K -122 -22%
FCG
922
Financial Connections Group
California
$36K
PCTC
923
Perkins Coie Trust Company
Washington
$36K
HFM
924
Hartford Financial Management
Connecticut
$34K
OCM
925
Orion Capital Management
California
$34K

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.