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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
SB
1026
Strategic Blueprint
Georgia
-$235K -2,330 Closed
SFM
1027
Signet Financial Management
New Jersey
-$234K -2,315 Closed
NC
1028
NovaPoint Capital
Georgia
-$231K -2,289 Closed
SSWM
1029
Smith Salley Wealth Management
North Carolina
-$231K -2,289 Closed
HFS
1030
Howard Financial Services
Texas
-$230K -2,283 Closed
OPCM
1031
Osborne Partners Capital Management
California
-$228K -2,258 Closed
NA
1032
Nottingham Advisors
New York
-$227K -2,251 Closed
BFO
1033
Boston Family Office
Massachusetts
-$227K -2,250 Closed
EF
1034
Empirical Finance
Pennsylvania
-$227K -2,249 Closed
RIA
1035
Richwood Investment Advisors
Ohio
-$226K -2,236 Closed
FMC
1036
First Merchants Corp
Indiana
-$224K -2,220 Closed
LWP
1037
Legacy Wealth Planning
Nevada
-$222K -2,204 Closed
OL
1038
Optas LLC
Texas
-$222K -2,202 Closed
DI
1039
DAGCO Inc
Ohio
-$216K -2,176 Closed
OPWM
1040
Oxinas Partners Wealth Management
Indiana
-$220K -2,176 Closed
FIA
1041
Foundations Investment Advisors
Arizona
-$211K -2,161 Closed
CBA
1042
Coastal Bridge Advisors
Connecticut
-$218K -2,155 Closed
FMN
1043
Financial Management Network
California
-$220K -2,154 Closed
GWA
1044
Geometric Wealth Advisors
District of Columbia
-$217K -2,151 Closed
RWM
1045
Reston Wealth Management
Virginia
-$214K -2,124 Closed
GWAG
1046
Garrett Wealth Advisory Group
Texas
-$214K -2,123 Closed
TIA
1047
Traphagen Investment Advisors
New Jersey
-$214K -2,118 Closed
CFG
1048
Citizens Financial Group
Rhode Island
-$213K -2,115 Closed
TI
1049
Tidal Investments
Wisconsin
-$213K -2,107 Closed
C
1050
CEDRUS
Colorado
-$211K -2,089 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.