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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
TFP
976
Tilia Fiduciary Partners
North Carolina
$4K
FCAS
977
First Command Advisory Services
Texas
$4K +$3.92K +43 New
AIP
978
Ahrens Investment Partners
Louisiana
$3K -$4.55K -50 -56%
BIA
979
Bell Investment Advisors
California
$3K +$2.82K +31 New
HF
980
Halpern Financial
Virginia
$2.1K
GWANC
981
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K -$4.19K -46 -61%
WT
982
Washington Trust
Rhode Island
$2K
CSWG
983
Cardinal Strategic Wealth Guidance
Kentucky
$2K +$638 +7 +58%
Bank of Montreal
984
Bank of Montreal
Ontario, Canada
$1.8K -$1.15M -12,612 -39%
HWMA
985
Heritage Wealth Management (Arizona)
Arizona
$1.68K -$43.8K -481 -96%
CIA
986
Cascade Investment Advisors
Oregon
$1.68K
CP
987
Castleview Partners
Texas
$1.41K -$46.3K -508 -98%
PFGIA
988
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$25.8K -283 -95%
GTAM
989
Global Trust Asset Management
Florida
$1K
OLVIG
990
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$820 +9 New
WIM
991
Westside Investment Management
California
$856 +$8.84K +97 +1%
WAM
992
WFA Asset Management
Wisconsin
$765
BRWM
993
B. Riley Wealth Management
Tennessee
$229 +$53.4K +586 +27%
RDIA
994
RE Dickinson Investment Advisors
Iowa
$21
TA
995
Tiedemann Advisors
New York
-$201M -1,989,515 Closed
NB
996
Norinchukin Bank
Japan
-$160M -1,582,728 Closed
MSCM
997
McElhenny Sheffield Capital Management
Texas
-$15.6M -154,413 Closed
ADL
998
Asset Dedication LLC
California
-$13M -128,776 Closed
FFC
999
Fure Financial Corporation
Minnesota
-$11.1M -109,783 Closed
AWM
1000
Accurate Wealth Management
Florida
-$7.24M -71,747 Closed

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.