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iShares Core S&P 500 ETF
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Overview Fund Activity

3,568 hedge funds and large institutions have $453B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,390 increasing their positions, 1,232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,568
Holders Change
+386
Holders Change %
+12.13%
% of All Funds
47.49%
Holding in Top 10
1,164
Holding in Top 10 Change
+142
Holding in Top 10 Change %
+13.89%
% of All Funds
15.49%
New
529
Increased
1,390
Reduced
1,232
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M

Top Buyers

1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.81B
2
Prudential Financial
Prudential Financial
New Jersey
+$4.01B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.49B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$1.83B
5
Morgan Stanley
Morgan Stanley
New York
+$1.74B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$6.01B
2
Bank of America
Bank of America
North Carolina
-$4.39B
3
Squarepoint
Squarepoint
New York
-$2.65B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.61B
5
Goldman Sachs
Goldman Sachs
New York
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
2476
Talisman Wealth Advisors
New Jersey
$1.15M -$342K -581 -23%
PWA
2477
Provenance Wealth Advisors
Florida
$1.15M – – –
FAN
2478
Financial Advisors Network
California
$1.15M +$1.15M +1,952 New
CA
2479
Cortland Associates
Missouri
$1.15M – – –
PGAM
2480
Princeton Global Asset Management
New Jersey
$1.14M +$335K +569 +41%
O3W
2481
Omni 360 Wealth
New Jersey
$1.14M -$14.7K -25 -1%
MW
2482
MBL Wealth
North Carolina
$1.14M – – –
HTHT
2483
Hemenway Trust Hemenway Trust
New Hampshire
$1.13M +$374K +636 +49%
AWM
2484
Affinity Wealth Management
Delaware
$1.13M – – –
SM
2485
Sensible Money
Arizona
$1.13M +$13.5K +23 +1%
BI
2486
Ballast Inc
Kentucky
$1.12M – – –
CWM
2487
Chicago Wealth Management
Illinois
$1.12M – – –
CNFG
2488
Creegan & Nassoura Financial Group
New Hampshire
$1.12M – – –
AWP
2489
Accretive Wealth Partners
New Jersey
$1.12M -$31.8K -54 -3%
PWM
2490
Prosperity Wealth Management
California
$1.12M +$19.4K +33 +2%
WFA
2491
Wells Financial Advisors
Massachusetts
$1.12M -$81.2K -138 -7%
WA
2492
WealthTrust Axiom
Pennsylvania
$1.11M +$306K +519 +38%
AWMS
2493
Advocacy Wealth Management Services
Georgia
$1.11M +$95.4K +162 +9%
CCWM
2494
Correct Capital Wealth Management
Missouri
$1.11M – – –
GC
2495
Garde Capital
Washington
$1.11M – – –
PIP
2496
Peachtree Investment Partners
Florida
$1.1M +$19.4K +33 +2%
FMI
2497
F/M Investments
District of Columbia
$1.1M -$461K -783 -29%
CIM
2498
Corda Investment Management
Texas
$1.1M -$25.3K -43 -2%
BWP
2499
Burling Wealth Partners
Illinois
$1.09M +$1.09M +1,860 New
PF
2500
Penney Financial
Texas
$1.09M – – –
98 99
100
101 102