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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 %
WAM
2601
Worth Asset Management
Texas
$898K – – –
RC
2602
Reik & Co
New York
$892K – – –
WA
2603
Wealthstar Advisors
Texas
$890K +$890K +1,512 New
CA
2604
Calton & Associates
Florida
$884K +$5.89K +10 +0.7%
AI
2605
Axiom Investors
Connecticut
$883K -$381K -647 -30%
PFA
2606
Portland Financial Advisors
New York
$882K +$882K +1,498 New
LWM
2607
LongView Wealth Management
Georgia
$882K +$33K +56 +4%
HIP
2608
Harrell Investment Partners
Texas
$881K -$19.4K -33 -2%
PWP
2609
Principle Wealth Partners
Connecticut
$881K – – –
DCM
2610
Donaldson Capital Management
Indiana
$881K +$154K +262 +21%
MWM
2611
Meritas Wealth Management
California
$881K -$55.3K -94 -6%
SBIA
2612
Sheaff Brock Investment Advisors
Indiana
$880K +$490K +832 +126%
TFA
2613
Teamwork Financial Advisors
Texas
$879K +$31.8K +54 +4%
TFA
2614
TPG Financial Advisors
Oregon
$878K -$46.5K -79 -5%
WIA
2615
Westbourne Investment Advisors
Maryland
$877K +$1.77K +3 +0.2%
KW
2616
Keyvantage Wealth
Pennsylvania
$875K +$875K +1,487 New
PS
2617
Planned Solutions
California
$873K -$3.53K -6 -0.4%
DI
2618
DDFG Inc
California
$873K +$1.18K +2 +0.1%
GC
2619
Guidance Capital
Kentucky
$872K +$363K +595 +71%
NA
2620
Navellier & Associates
Nevada
$871K – – –
SIAS
2621
Summit Investment Advisory Services
Minnesota
$869K +$4.71K +8 +0.5%
AP
2622
Adero Partners
California
$868K -$51.2K -87 -6%
WWM
2623
WT Wealth Management
Arizona
$865K -$4.71K -8 -0.5%
SFB
2624
STAR Financial Bank
Indiana
$865K -$383K -650 -31%
MP
2625
Moment Partners
California
$863K +$863K +1,466 New
103 104
105
106 107