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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
HWA
926
HHM Wealth Advisors
Tennessee
$33K
YAL
927
Your Advocates Ltd
Texas
$33K
ST
928
Sageworth Trust
Pennsylvania
$32K
TWA
929
TCI Wealth Advisors
Arizona
$32K
IWP
930
IAG Wealth Partners
Wisconsin
$31K
GI
931
Gradient Investments
Minnesota
$30K
TCOV
932
Trust Company of Vermont
Vermont
$30K +$33K +362 New
GLLW
933
Graves Light Lenhart Wealth
Virginia
$28K
M1FG
934
Mach-1 Financial Group
Arkansas
$28K
IFAM
935
Institutional & Family Asset Management
Colorado
$27K
GIA
936
Goodwin Investment Advisory
Georgia
$26.6K
CCM
937
Cribstone Capital Management
Maine
$26K
TAM
938
Tucker Asset Management
Colorado
$25.9K -$20.4K -224 -42%
AssetMark Inc
939
AssetMark Inc
California
$23K -$2.32M -25,493 -99%
LWANC
940
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
FRA
941
Front Row Advisors
California
$22K +$182 +2 +0.8%
ME
942
McIlrath & Eck
Washington
$21K +$5.83K +64 +34%
AIA
943
Armor Investment Advisors
North Carolina
$20K
HBW
944
Hazlett, Burt & Watson
West Virginia
$18K
LDFR
945
Lehman & Derafelo Financial Resources
Pennsylvania
$18K +$19.5K +214 New
SFCL
946
Strengthening Families & Communities LLC
Massachusetts
$17K
MA
947
MCF Advisors
Kentucky
$15K -$10.1K -111 -39%
ACK
948
Andrew C. Karlinski
$15K
CWAF
949
Core Wealth Advisors (Florida)
Florida
$15K +$15.9K +175 New
CI
950
CX Institutional
Indiana
$15K +$16K +176 New

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.