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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
Wells Fargo
1
Wells Fargo
California
$4.23B -$44.1M -483,626 -0.9%
BlackRock
2
BlackRock
New York
$3.83B +$239M +2,622,971 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.62B +$1.41B +15,494,744 +400%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$1.6B +$63.3M +694,838 +4%
Betterment LLC
5
Betterment LLC
New York
$1.02B +$38.2M +418,877 +4%
Morgan Stanley
6
Morgan Stanley
New York
$856M +$242M +2,654,097 +35%
Osaic Holdings
7
Osaic Holdings
Arizona
$829M +$729M +8,005,059 +422%
AllianceBernstein
8
AllianceBernstein
Tennessee
$701M +$31.1M +340,900 +4%
CCMG
9
Clark Capital Management Group
Pennsylvania
$533M +$580M +6,366,812 New
Bank of America
10
Bank of America
North Carolina
$481M +$29.6M +324,733 +6%
MFRM
11
Milliman Financial Risk Management
Illinois
$363M -$138M -1,514,904 -26%
BTI
12
Blue Trust Inc
Georgia
$342M +$309M +3,386,508 New
SW
13
SVB Wealth
Massachusetts
$324M -$34M -373,460 -9%
SWM
14
SigFig Wealth Management
California
$321M +$28.9M +317,371 +9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$290M +$144M +1,584,570 +84%
PA
16
Parallel Advisors
California
$263M -$6.54M -71,831 -2%
PCA
17
Personal Capital Advisors
California
$262M +$161M +1,766,381 +129%
LPL Financial
18
LPL Financial
California
$251M -$12M -131,796 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$250M -$3.34M -36,697 -1%
Creative Planning
20
Creative Planning
Kansas
$247M +$167M +1,829,497 +164%
Stifel Financial
21
Stifel Financial
Missouri
$194M -$99M -1,086,763 -32%
ST
22
Sentinel Trust
Texas
$190M -$17.5M -192,523 -8%
CS
23
Cisco Systems
California
$177M
OPS
24
Orion Portfolio Solutions
Nebraska
$176M +$191M +2,099,920 +49,526%
BP
25
Ballentine Partners
Massachusetts
$163M +$38M +417,549 +27%

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.