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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
MCM
1051
Mattern Capital Management
Colorado
-$211K -2,088 Closed
ISB
1052
Iowa State Bank
Iowa
-$210K -2,076 Closed
BWP
1053
BSW Wealth Partners
Colorado
-$208K -2,064 Closed
GA
1054
Greenspring Advisors
Maryland
-$209K -2,064 Closed
OWM
1055
Opes Wealth Management
California
-$208K -2,059 Closed
PWMG
1056
Provence Wealth Management Group
California
-$207K -2,055 Closed
ECM
1057
Exchange Capital Management
Michigan
-$207K -2,053 Closed
CPA
1058
Capital Performance Advisors
California
-$207K -2,049 Closed
WAM
1059
Weinberger Asset Management
California
-$206K -2,036 Closed
MCM
1060
Murphy Capital Management
New Jersey
-$202K -2,011 Closed
UAS
1061
United Asset Strategies
New York
-$201K -1,987 Closed
ACM
1062
Ayrshire Capital Management
Connecticut
-$200K -1,985 Closed
RA
1063
Rise Advisors
New York
-$137K -1,353 Closed
GAM
1064
Gemmer Asset Management
California
-$127K -1,265 Closed
FAG
1065
Fortitude Advisory Group
Washington
-$83K -820 Closed
FFA
1066
Freedman Financial Associates
Massachusetts
-$63K -620 Closed
T
1067
TCWP
Ohio
-$25K -255 Closed
TFA
1068
Toth Financial Advisory
Virginia
-$20K -203 Closed
WA
1069
Win Advisors
Florida
-$20K -194 Closed
AC
1070
Asio Capital
Kentucky
-$9K -87 Closed
CPW
1071
Crestmont Private Wealth
Texas
-$8K -77 Closed
SC
1072
Siena Capital
Ohio
-$4K -43 Closed
SPWG
1073
Sage Private Wealth Group
Illinois
-$1K -12 Closed
ONST
1074
Old North State Trust
North Carolina
-$230 -2 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.