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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
LWA
951
Lowe Wealth Advisors
Maryland
$13K
MPCG
952
Matrix Private Capital Group
New York
$12K +$91 +1 +0.7%
RMC
953
Resources Management Corp
Connecticut
$11K
CCM
954
Chilton Capital Management
Texas
$11K +$11.8K +130 New
DWA
955
Dougherty Wealth Advisers
Minnesota
$10K -$8.16M -89,584 -100%
GWSG
956
GPS Wealth Strategies Group
Colorado
$10K +$1K +11 +10%
ACA
957
Aptus Capital Advisors
Alabama
$9K -$2.34M -25,676 -100%
IF
958
Integrity Financial
Wyoming
$9K -$7.11K -78 -43%
APC
959
Aspire Private Capital
North Carolina
$9K
TCWM
960
Total Clarity Wealth Management
Illinois
$9K +$9.57K +105 New
BEI
961
Benjamin Edwards Inc
Missouri
$9K +$10.2K +112 New
BLC
962
Brown, Lisle/Cummings
Rhode Island
$8.38K
PWM
963
Provident Wealth Management
Tennessee
$8K +$91 +1 +1%
PWC
964
PYA Waltman Capital
Tennessee
$7K
WCAMG
965
Woodard & Company Asset Management Group
North Carolina
$7K +$3.73K +41 +100%
WTA
966
Washington Trust Advisors
Massachusetts
$6K -$24.1K -265 -79%
EIP
967
Ellis Investment Partners
Pennsylvania
$6K -$12K -132 -62%
NFSG
968
Newbridge Financial Services Group
Florida
$6K -$4.74K -52 -43%
BWP
969
Baldwin Wealth Partners
Massachusetts
$5K
CWM
970
Curi Wealth Management
North Carolina
$5K
KFI
971
Key Financial Inc
Pennsylvania
$5K
OA
972
Operose Advisors
Wisconsin
$5K
AIA
973
Arcadia Investment Advisors
Idaho
$4.78K
TRCT
974
Tower Research Capital (TRC)
New York
$4K -$1K -11 -20%
LF
975
Lee Financial
Texas
$4K

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.