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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
Bank of New York Mellon
151
Bank of New York Mellon
New York
$13.4M -$351K -3,856 -2%
FM
152
Family Management
New York
$13.3M +$565K +6,196 +4%
CQS
153
Credential Qtrade Securities
$13.3M +$2.53M +27,774 +21%
TWM
154
Tolleson Wealth Management
Texas
$13.3M +$11.4K +125 +0.1%
AFS
155
Aft Forsyth & Sober
Florida
$12.9M -$153K -1,675 -1%
PCIG
156
Partners Capital Investment Group
Massachusetts
$12.9M -$5.35M -58,737 -28%
NL
157
NWAM LLC
Washington
$12.8M +$2.18M +23,880 +19%
Northern Trust
158
Northern Trust
Illinois
$12.8M +$638K +7,003 +5%
Jane Street
159
Jane Street
New York
$12.7M +$5.74M +62,987 +71%
BJL
160
Brighton Jones LLC
Washington
$12.7M +$832K +9,135 +6%
CPW
161
Catalyst Private Wealth
California
$12.6M +$3.59M +39,352 +35%
RIA
162
Regal Investment Advisors
Michigan
$12.5M +$738K +8,099 +6%
LPP
163
Life Planning Partners
Florida
$12.2M +$46.2K +507 +0.3%
W
164
Wealthsimple
Ontario, Canada
$12M +$1.79M +19,630 +16%
OWA
165
Outlook Wealth Advisors
Texas
$11.9M -$1.8M -19,789 -12%
GG
166
Gleason Group
Kentucky
$11.6M -$5.83K -64 -0%
Truist Financial
167
Truist Financial
North Carolina
$11.5M -$741K -8,138 -6%
PS
168
Planned Solutions
California
$11.4M +$596K +6,545 +5%
IA
169
IFP Advisors
Florida
$11.4M
WAM
170
Weatherly Asset Management
California
$11.1M +$298K +3,274 +3%
TFS
171
Thoroughbred Financial Services
Tennessee
$10.9M -$169K -1,860 -1%
FWI
172
Facet Wealth Inc
Maryland
$10.9M -$99.2K -1,089 -0.8%
FF
173
Friedenthal Financial
New Jersey
$10.9M +$1.13M +12,415 +11%
CTC
174
Central Trust Company
Missouri
$10.8M -$1.44M -15,821 -11%
SWM
175
Spire Wealth Management
Virginia
$10.6M -$3.96M -43,483 -26%

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.