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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
MPW
126
MA Private Wealth
California
$18.7M -$9.13M -100,257 -31%
IWC
127
Integrated Wealth Concepts
Massachusetts
$18.4M -$2.34M -25,657 -10%
PL
128
Plancorp LLC
Missouri
$18.1M +$12.4M +136,325 +170%
BFWA
129
Benchmark Financial Wealth Advisors
Florida
$17.9M -$1.5M -16,494 -7%
PWA
130
Physician Wealth Advisors
Utah
$17.8M -$2.14M -23,455 -11%
SWP
131
Stratos Wealth Partners
Ohio
$17.5M +$6.74M +73,989 +55%
HFS
132
Heritage Financial Services
Massachusetts
$17M +$380K +4,171 +2%
1WM
133
1900 Wealth Management
Texas
$16.9M +$683K +7,493 +4%
NS
134
Newman & Schimel
Illinois
$16.6M +$1.2M +13,124 +7%
ASN
135
Advisory Services Network
Georgia
$16.6M +$4.18M +45,848 +30%
US Bancorp
136
US Bancorp
Minnesota
$16.5M +$557K +6,112 +3%
EWM
137
Executive Wealth Management
Michigan
$16.5M -$1.92M -21,107 -10%
WC
138
Whitney & Co
New York
$16.4M +$489K +5,369 +3%
KFGK
139
Keystone Financial Group (Kentucky)
Kentucky
$16.4M +$589K +6,462 +3%
LGWM
140
Litman Gregory Wealth Management
California
$16M -$260K -2,855 -1%
ASW
141
Astoria Strategic Wealth
Texas
$15.8M +$3.96M +43,519 +30%
HA
142
HYA Advisors
Missouri
$15.7M -$498K -5,469 -3%
WAAG
143
Wealth Alliance Advisory Group
Kansas
$15.6M +$4.53M +49,690 +36%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$15.3M -$249K -2,738 -1%
SPC
145
Sigma Planning Corp
Michigan
$15.1M -$2.31M -25,342 -12%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M -$366K -4,017 -2%
JMPWA
147
JP Morgan Private Wealth Advisors
California
$14M -$8.44M -92,662 -36%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$13.9M +$13.4K +147 +0.1%
CWA
149
Centennial Wealth Advisory
Michigan
$13.7M +$14.9M +163,743 New
TIM
150
Tortoise Investment Management
New York
$13.6M +$543K +5,960 +4%

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.