iShares Core S&P Total U.S. Stock Market

ITOT • ARCA

iShares Core S&P Total U.S. Stock Market is an exchange-traded fund on ARCA. As of Q3 2025, 1,487 institutional investors hold shares in this ETF, with total holdings valued at $48.6B. BlackRock, Inc. is the largest holder with a position valued at $10.1B.

Overview

Overview of institutional ownership in ITOT as of Q3 2025

All Institutions

Institutions: 1,487
Value Held: $48.6B
Shares Held: 333.4M
Avg Position: $32.7M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 15
Value Held: $101.1M
Shares Held: 693.9K
Avg Position: $6.7M
Median Position: $911.6K

Biggest Investors

Institutions with the largest positions in ITOT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BlackRock, Inc. Institution	Laurence D. Fink CEO	$10.1B 0.18% of portfolio	69.7M shares	Q1 2015 Held for 10y 9m	$5.67T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$9.2B 1.88% of portfolio	63.2M shares	Q2 2020 Held for 5y 6m	$488.52B
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$1.6B 3.37% of portfolio	10.9M shares	Q4 2014 Held for 11 years	$47.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.6B 0.09% of portfolio	10.7M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$1.5B 3.61% of portfolio	10.6M shares	Q2 2022 Held for 3y 6m	$42.6B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$1.4B 0.45% of portfolio	9.9M shares	Q2 2016 Held for 9y 6m	$317.45B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$911.3M 0.07% of portfolio	6.3M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
L LPL Financial LLC Institution	-	$876.7M 0.26% of portfolio	6.0M shares	≤ Q2 2013 Held for 12y 6m+	$340.07B
C Colony Group, LLC Institution	-	$729.8M 1.20% of portfolio	5.0M shares	Q4 2023 Held for 2 years	$61.0B
Buckingham Strategic Partners RIA/Wealth	Adam Lawrence Birenbaum CEO	$710.6M 8.06% of portfolio	4.8M shares	Q1 2022 Held for 3y 9m	$8.8B

Net Capital Flow

Institutional buying and selling activity for ITOT in Q3 2025

Traded: +$2.6B
Buyers: 634
Sellers: 571
Total Bought: +$3.2B
Total Sold: −$592.8M
Avg Position: $31.7M

Biggest Buyers

Institution	Net Bought	Current Position
BlackRock, Inc. Institution	+$1.1B +7.9M shares	$10.1B 69.7M shares
WELLS FARGO & COMPANY/MN Institution	+$571.1M +3.9M shares	$9.2B 63.2M shares
W Wick Capital Partners, LLC RIA/Wealth	+$122.7M +842.2K shares	$123.6M 848.9K shares
Buckingham Strategic Partners RIA/Wealth	+$100.5M +682.2K shares	$710.6M 4.8M shares
Horizon Wealth Management, LLC RIA/Wealth	+$87.7M +601.9K shares	$87.7M 601.9K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$86.5M +593.8K shares	$220.7M 1.5M shares
L LPL Financial LLC Institution	+$80.5M +553.0K shares	$876.7M 6.0M shares
A Adventist Health System/ West Institution	+$67.1M +460.4K shares	$67.1M 460.4K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$64.6M +443.3K shares	$109.8M 753.8K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	+$45.8M +314.3K shares	$46.6M 319.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Betterment LLC RIA/Wealth	−$48.9M −335.9K shares	$1.6B 10.9M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$43.5M −298.5K shares	$189.9M 1.3M shares
Parallel Advisors, LLC RIA/Wealth	−$39.3M −269.8K shares	$345.0M 2.4M shares
Crestwood Advisors LLC RIA/Wealth	−$38.0M −261.0K shares	$21.7M 149.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$33.9M −232.8K shares	$605.4M 4.2M shares
CISCO SYSTEMS, INC. RIA/Wealth	−$32.8M −225.0K shares	$218.1M 1.5M shares
P Pineridge Advisors LLC Institution	−$18.7M −128.6K shares	$46.0M 316.0K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	−$15.8M −108.2K shares	$5.9M 40.2K shares
TD Capital Management LLC RIA/Wealth	−$11.7M −80.1K shares	$199.0M 1.4M shares
Spectrum Strategic Capital Management, LLC RIA/Wealth	−$11.0M −75.5K shares	$13.4M 91.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ITOT in Q3 2025

New Positions: 62
New Value: $217.4M
Exited Positions: 45
Exited Value: $39.6M

New Positions

Institution	Position Value
Horizon Wealth Management, LLC RIA/Wealth	$87.7M 601.9K shares
A Adventist Health System/ West Institution	$67.1M 460.4K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$35.6M 244.1K shares
F FORMULATE FINANCIAL LLC RIA/Wealth	$3.5M 24.0K shares
Parkwoods Wealth Partners, LLC RIA/Wealth	$2.5M 17.5K shares
Berman McAleer LLC RIA/Wealth	$1.9M 12.8K shares
Prosperity Consulting Group, LLC RIA/Wealth	$1.8M 12.7K shares
Financial & Tax Architects, LLC RIA/Wealth	$1.5M 10.1K shares
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	$1.4M 9.7K shares
E Ervin Investment Management, LLC RIA/Wealth	$1.1M 7.5K shares

Exited Positions

Institution	Previous Position
R Rede Wealth, LLC RIA/Wealth	$9.6M 71.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.7M 57.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	$6.2M 30.9K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$2.6M 19.0K shares
Sand Hill Global Advisors, LLC RIA/Wealth	$2.3M 16.7K shares
M My Personal CFO, LLC RIA/Wealth	$1.7M 12.3K shares
Guerra Advisors Inc RIA/Wealth	$855.6K 6.3K shares
C Capital Planning Advisors, LLC RIA/Wealth	$854.4K 6.3K shares
I IBEX WEALTH ADVISORS RIA/Wealth	$815.9K 6.0K shares
SOL Capital Management CO RIA/Wealth	$762.2K 5.6K shares

Options Activity

Institutions with the largest Call and Put options positions in ITOT as of Q3 2025

Call Positions: 3
Call Value: $8.8M
Put Positions: 3
Put Value: $3.7M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.4M 234.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.0M 206.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 163.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 171.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$611.7K 42.0 contracts
J JANE STREET GROUP, LLC Institution	$597.2K 41.0 contracts

Most Committed Institutions

Institutions with ITOT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I Independent Order of Foresters Institution	-	58.27% $98.0M	672.7K shares	Q3 2018 Held for 7y 3m	$168.2M
CISCO SYSTEMS, INC. RIA/Wealth	Scott Allen Hayes President	54.00% $218.1M	1.5M shares	Q4 2021 Held for 4 years	$403.9M
C Claar Advisors LLC Institution	-	42.77% $144.5M	992.0K shares	Q1 2020 Held for 5y 9m	$337.8M
Provenance Wealth Advisors, LLC RIA/Wealth	Peter Scott Mottek CEO	31.09% $239.9M	1.6M shares	Q3 2023 Held for 2y 3m	$771.8M
W Wick Capital Partners, LLC RIA/Wealth	Thomas Charles Huber CIO	29.59% $123.6M	848.9K shares	Q4 2021 Held for 4 years	$417.9M
LJI Wealth Management, LLC RIA/Wealth	Layton Leon John President	29.10% $166.4M	1.1M shares	Q4 2022 Held for 3 years	$571.9M
S SENTINEL TRUST CO LBA Institution	-	28.70% $258.3M	1.8M shares	Q1 2020 Held for 5y 9m	$900.2M
Smallwood Wealth Investment Management, LLC RIA/Wealth	Jordan Jacob Bastable Managing Partner	27.98% $54.5M	373.9K shares	Q4 2021 Held for 4 years	$194.6M
Klaas Financial Asset Advisors, LLC RIA/Wealth	Craig Jared Klaas CEO	26.97% $179.7M	1.2M shares	Q4 2020 Held for 5 years	$666.5M
Financial Designs Corp RIA/Wealth	Nino Gabriel Pavan President	25.06% $41.2M	276.6K shares	Q3 2023 Held for 2y 3m	$164.4M

Hedge Fund Spotlight

Discover hedge funds investing in ITOT

CHESAPEAKE ASSET MANAGEMENT LLC

Hedge Fund • Long/Short

Portfolio ManagerRyan Adam Berman

Portfolio Value: $113.1M
Positions: 293
Last Reported: Q3 2025

Sector Allocation

Position in iShares Core S&P Total U.S. Stock Market

Market Value: $153.5K
Shares Held: 1.1K
Portfolio Weight: 0.14%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$11.8M	10.47%
2 Apple AAPL	Consumer Electronics Technology	$7.4M	6.54%
3 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$6.8M	5.98%