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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
DIM
1001
Delta Investment Management
California
-$3.01M -29,811 Closed
MAC
1002
Mason & Associates (California)
California
-$2.53M -25,065 Closed
Millennium Management
1003
Millennium Management
New York
-$2.46M -24,320 Closed
FTUS
1004
Flow Traders U.S.
New York
-$2.25M -22,275 Closed
BNP Paribas Financial Markets
1005
BNP Paribas Financial Markets
France
-$1.27M -12,540 Closed
Bank of Nova Scotia
1006
Bank of Nova Scotia
Ontario, Canada
-$1.23M -12,200 Closed
MA
1007
MBA Advisors
Pennsylvania
-$897K -8,887 Closed
TFA
1008
Trinity Financial Advisors
Ohio
-$764K -7,572 Closed
MIG
1009
McGuire Investment Group
Rhode Island
-$702K -6,959 Closed
MPW
1010
Monterey Private Wealth
California
-$701K -6,844 Closed
CWM
1011
Capital Wealth Management
Rhode Island
-$629K -6,230 Closed
AO
1012
Advisor OS
Illinois
-$597K -5,911 Closed
GM
1013
GeoWealth Management
Illinois
-$548K -5,431 Closed
BFA
1014
Bragg Financial Advisors
North Carolina
-$487K -4,826 Closed
SLWA
1015
San Luis Wealth Advisors
California
-$513K -4,795 Closed
CSIA
1016
Charles Schwab Investment Advisory
California
-$470K -4,656 Closed
KAM
1017
KEB Asset Management
Illinois
-$468K -4,639 Closed
TSS
1018
Two Sigma Securities
New York
-$426K -4,217 Closed
DWM
1019
Drive Wealth Management
Utah
-$312K -3,094 Closed
CIC
1020
Carnegie Investment Counsel
Ohio
-$271K -2,688 Closed
WP
1021
WealthSource Partners
California
-$265K -2,625 Closed
BMM
1022
Buffington Mohr McNeal
Idaho
-$256K -2,539 Closed
DWM
1023
Destination Wealth Management
California
-$250K -2,474 Closed
PGFC
1024
Peapack-Gladstone Financial Corp
New Jersey
-$237K -2,346 Closed
MSS
1025
Mitchell Sinkler & Starr
Pennsylvania
-$237K -2,345 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.