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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 %
LMKC
2626
L.M. Kohn & Company
Ohio
$859K -$45.3K -77 -5%
OS
2627
Objectivity Squared
South Carolina
$858K -$16.3K -28 -2%
BWP
2628
Balboa Wealth Partners
Arizona
$858K +$97.1K +165 +13%
SA
2629
Sincerus Advisory
New York
$858K +$858K +1,457 New
SDWIA
2630
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$854K +$86K +146 +11%
CANC
2631
Culbertson A N & Co
Virginia
$854K -$53.6K -91 -6%
SWM
2632
Seaside Wealth Management
California
$853K +$25.9K +44 +3%
DCA
2633
DSG Capital Advisors
Minnesota
$851K +$851K +1,445 New
SC
2634
Shearwater Capital
Colorado
$849K – – –
MAM
2635
McLean Asset Management
Virginia
$848K – – –
SF
2636
Safeguard Financial
Wisconsin
$848K -$424K -720 -33%
LAS
2637
Lloyd Advisory Services
Georgia
$846K -$83.6K -142 -9%
BWM
2638
BNC Wealth Management
Oregon
$846K – – –
SWM
2639
Shakespeare Wealth Management
Wisconsin
$844K -$57.1K -97 -6%
IFO
2640
Independent Family Office
New York
$844K – – –
SKK
2641
Shepherd Kaplan Krochuk
Massachusetts
$843K -$88.3K -150 -9%
AW
2642
Avion Wealth
Texas
$842K -$4.71K -8 -0.6%
CAM
2643
Close Asset Management
United Kingdom
$842K – – –
HFM
2644
Hartford Funds Management
Pennsylvania
$839K +$623K +1,058 +288%
SRCM
2645
Signature Resources Capital Management
California
$839K – – –
RFA
2646
Reyes Financial Architecture
California
$838K +$838K +1,423 New
CIM
2647
Cambria Investment Management
California
$836K +$836K +1,420 New
CWM
2648
Chemistry Wealth Management
New York
$835K +$2.36K +4 +0.3%
PIFP
2649
Partners in Financial Planning
Virginia
$833K +$119K +202 +17%
AWA
2650
Amplius Wealth Advisors
Pennsylvania
$832K +$2.94K +5 +0.4%
104 105
106
107 108