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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
FCH
176
Freestone Capital Holdings
Washington
$10.5M -$184K -2,016 -2%
FHB
177
First Hawaiian Bank
Hawaii
$10.4M
RWA
178
RGT Wealth Advisors
Texas
$10.3M -$698K -7,658 -6%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$10.3M +$3.7M +40,565 +50%
SFA
180
Sequoia Financial Advisors
Ohio
$10.2M -$804K -8,820 -7%
Lido Advisors
181
Lido Advisors
California
$9.95M +$571K +6,264 +6%
RF
182
Rollins Financial
Georgia
$9.9M +$110K +1,203 +1%
ISWM
183
Independent Solutions Wealth Management
New York
$9.64M -$10.8K -118 -0.1%
MCM
184
Monument Capital Management
Virginia
$9.63M -$173K -1,900 -2%
CA
185
Cetera Advisors
Colorado
$9.52M -$160K -1,759 -2%
EPP
186
ETF Portfolio Partners
Kansas
$9.5M +$2.46M +27,032 +31%
CAN
187
Cetera Advisor Networks
California
$9.22M +$1.17M +12,828 +13%
AAS
188
Avantax Advisory Services
Texas
$9.12M +$481K +5,278 +5%
BWA
189
BDO Wealth Advisors
Florida
$8.88M -$844K -9,265 -8%
WA
190
WBH Advisory
Maryland
$8.81M -$406K -4,460 -4%
SSW
191
Smith Shellnut Wilson
Mississippi
$8.75M +$221K +2,428 +2%
CA
192
Claar Advisors
New York
$8.7M +$6.72M +73,800 +246%
AWA
193
Aletheian Wealth Advisors
Washington
$8.68M +$700K +7,688 +8%
MFG
194
Merit Financial Group
Georgia
$8.67M +$9.43M +103,500 New
KPWG
195
KFA Private Wealth Group
Virginia
$8.63M +$645K +7,074 +7%
FZCM
196
Flynn Zito Capital Management
New York
$8.63M +$9.38M +102,976 New
FTS
197
Fifth Third Securities
Ohio
$8.6M +$9.35M +102,668 New
Baird Financial Group
198
Baird Financial Group
Wisconsin
$8.52M -$194K -2,128 -2%
JWM
199
JGP Wealth Management
Oregon
$8.52M +$728K +7,994 +9%
SWA
200
Sax Wealth Advisors
New Jersey
$8.38M +$1.42M +15,613 +18%

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.