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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
SAS
201
Sanford Advisory Services
Michigan
$8.34M +$57.6K +632 +0.6%
SPP
202
Single Point Partners
Massachusetts
$8.25M +$1.79M +19,677 +25%
AI
203
Atria Investments
North Carolina
$8.24M +$3.19M +35,053 +55%
WCM
204
Wealthcare Capital Management
Virginia
$8.11M -$892K -9,792 -9%
KWMG
205
King Wealth Management Group
Florida
$7.98M -$128K -1,408 -1%
PP
206
PrairieView Partners
Minnesota
$7.95M +$1.5M +16,449 +21%
SFA
207
Source Financial Advisors
New York
$7.82M +$414K +4,544 +5%
GT
208
Greenleaf Trust
Michigan
$7.66M +$571K +6,266 +7%
PIMG
209
Patriot Investment Management Group
Tennessee
$7.63M +$7.03M +77,199 +559%
NGA
210
Naples Global Advisors
Florida
$7.61M -$7.29K -80 -0.1%
SFG
211
Snider Financial Group
Washington
$7.53M -$669K -7,340 -8%
CFGS
212
Concourse Financial Group Securities
Alabama
$7.3M -$596K -6,546 -7%
FMP
213
Financial Management Professionals
Texas
$7.28M -$110K -1,208 -1%
BSSFA
214
Baron Silver Stevens Financial Advisors
Florida
$7.25M +$717K +7,866 +10%
ATC
215
Argent Trust Co
Tennessee
$7.23M
CBFP
216
Cedar Brook Financial Partners
Ohio
$6.82M +$333K +3,651 +5%
NA
217
NewEdge Advisors
Louisiana
$6.81M +$1.58M +17,342 +27%
JP Morgan Chase
218
JP Morgan Chase
New York
$6.8M -$3.61M -39,654 -33%
RHBC
219
R.H. Bluestein & Co
Michigan
$6.74M +$1.4M +15,343 +24%
GVAG
220
Great Valley Advisor Group
Delaware
$6.72M +$341K +3,747 +5%
GPWA
221
Great Point Wealth Advisors
Massachusetts
$6.62M -$126K -1,382 -2%
TCM
222
Towercrest Capital Management
Pennsylvania
$6.61M +$122K +1,343 +2%
RBC
223
Roble Belko & Company
Pennsylvania
$6.59M -$915K -10,045 -11%
GT
224
Glenview Trust
Kentucky
$6.48M +$3.79M +41,627 +117%
SIAP
225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.46M +$13.2K +145 +0.2%

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.