iShares Core S&P Total US Stock Market ETF
ITOT
1,066 hedge funds and large institutions have $24B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 363 increasing their positions, 369 reducing their positions, and 61 closing their positions.
185% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $4.97M
184% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 61
12% more funds holding in top 10
Funds holding in top 10: 129 → 144 (+15)
9% more funds holding
Funds holding: 980 → 1,066 (+86)
2.19% more ownership
Funds ownership: 59.22% → 61.42% (+2.2%)
4% more capital invested
Capital invested by funds: $23.1B → $24B (+$906M)
2% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 369
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$176M |
| 2 |
Betterment LLC
New York
|
+$118M |
| 3 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$73.8M |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
+$60.2M |
| 5 |
AIM
Allen Investment Management
New York
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$324M |
| 2 |
BlackRock
New York
|
-$277M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$144M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$141M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$127M |
ITOT Hedge Fund Activity: Q4 2022 in Review
1,066 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2022, worth a combined $24B — up 3.9% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new ITOT positions and 61 closed out — a net gain of 112 holders — while 363 added to existing stakes and 369 trimmed.
The largest buyer was Personal Capital Advisors, adding an estimated $176M. The largest seller was UBS AM, exiting entirely with an estimated $324M sold.
- 1,066 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2022, up from 980 in Q3 2022.
- Funds reported $24B of iShares Core S&P Total US Stock Market ETF stock for Q4 2022, up 3.9% quarter-over-quarter.
- 173 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2022 and 61 closed out, a net change of +112 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2022 was Personal Capital Advisors, an estimated $176M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2022 was UBS AM, an estimated $324M sold.
Based on aggregated 13F filings for Q4 2022.