iShares Core S&P Total US Stock Market ETF
ITOT
978 hedge funds and large institutions have $23.1B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 369 increasing their positions, 355 reducing their positions, and 65 closing their positions.
239% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $3.79M
4% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 355
3% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 65
1% less funds holding
Funds holding: 992 → 978 (-14)
4% less funds holding in top 10
Funds holding in top 10: 134 → 129 (-5)
4.92% less ownership
Funds ownership: 64.21% → 59.28% (-4.9%)
13% less capital invested
Capital invested by funds: $26.4B → $23.1B (-$3.32B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$360M |
| 2 |
TA
Tiedemann Advisors
New York
|
+$191M |
| 3 |
BlackRock
New York
|
+$162M |
| 4 |
Morgan Stanley
New York
|
+$80M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.23B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$595M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$508M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$162M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$147M |
ITOT Hedge Fund Activity: Q3 2022 in Review
978 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2022, worth a combined $23.1B — down 13% from $26.4B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of ITOT and 63 opened new positions — a net loss of 2 holders — while 355 trimmed existing stakes and 369 added.
The largest buyer was UBS AM, opening a new position worth an estimated $360M. The largest seller was Envestnet Asset Management, cutting an estimated $1.23B.
- 978 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2022, down from 992 in Q2 2022.
- Funds reported $23.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 63 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2022 and 65 closed out, a net change of -2 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2022 was UBS AM, an estimated $360M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $1.23B sold.
Based on aggregated 13F filings for Q3 2022.