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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
EH
101
Equitable Holdings
New York
$26.6M +$1.35M +14,862 +5%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$25.8M +$6.78M +74,455 +32%
MIAN
103
Mariner Independent Advisor Network
Kansas
$25.7M -$548K -6,010 -2%
APA
104
American Portfolios Advisors
New York
$24.4M +$21.6M +237,469 +447%
GWM
105
Geneos Wealth Management
Colorado
$23.4M -$2.16M -23,757 -8%
EIA
106
Eldridge Investment Advisors
New Hampshire
$23M -$1.48M -16,233 -6%
SWP
107
ShoreHaven Wealth Partners
New Jersey
$22.9M +$10.2M +112,312 +69%
H6H
108
Hightower 6M Holding
Kansas
$22.9M -$709K -7,787 -3%
RPWA
109
Regent Peak Wealth Advisors
Georgia
$22.7M +$1.24M +13,643 +5%
IA
110
IFG Advisory
Georgia
$22M -$23K -252 -8%
CAN
111
Claraphi Advisory Network
United States
$21.4M +$23.2M +255,027 New
BBA
112
BLB&B Advisors
Pennsylvania
$21.2M +$562K +6,171 +2%
PAG
113
Private Advisor Group
New Jersey
$21.1M -$837K -9,192 -4%
BPA
114
Beacon Pointe Advisors
California
$20.9M -$4.08M -44,780 -15%
AWS
115
Atria Wealth Solutions
New York
$20.7M +$6.97M +76,523 +45%
CAL
116
Capital Analysts LLC
Pennsylvania
$20.2M -$447K -4,908 -2%
BRWA
117
B. Riley Wealth Advisors
Florida
$20.2M +$16.6M +182,632 +314%
CAG
118
Crestwood Advisors Group
Massachusetts
$20M +$2.66M +29,167 +14%
DWA
119
Divergent Wealth Advisors
Utah
$19.9M -$862K -9,459 -4%
5L
120
55I LLC
Massachusetts
$19.6M +$13.2M +144,450 +161%
CFA
121
Capstone Financial Advisors
Illinois
$19.6M +$7.41M +81,309 +53%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$19.5M -$2.43M -26,655 -10%
SFO
123
Stokes Family Office
Louisiana
$19.4M +$962K +10,554 +5%
BAG
124
Briggs Advisory Group
Rhode Island
$19M +$6.11M +67,043 +42%
APCM
125
Alaska Permanent Capital Management
Alaska
$18.9M -$1.2M -13,178 -6%

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.