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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 %
CISOA
2651
Capital Investment Services of America
Wisconsin
$830K +$1.77K +3 +0.2%
BWM
2652
BCS Wealth Management
Tennessee
$830K +$830K +1,409 New
BSI
2653
Bennett Selby Investments
Maine
$829K – – –
AIA
2654
AssuredPartners Investment Advisors
Florida
$824K +$824K +1,399 New
NIA
2655
NBZ Investment Advisors
Tennessee
$822K +$822K +1,397 New
HCM
2656
Hudson Capital Management
New Jersey
$821K -$2.94K -5 -0.4%
SCA
2657
STALEY CAPITAL ADVISERS
Pennsylvania
$820K – – –
RSA
2658
River Street Advisors
Illinois
$820K -$263K -446 -24%
SC
2659
Slow Capital
California
$819K – – –
GC
2660
Gibson Capital
Pennsylvania
$819K – – –
LFGO
2661
Legacy Financial Group (Oklahoma)
Oklahoma
$819K +$1.77K +3 +0.2%
NL
2662
Navalign LLC
California
$819K -$37.1K -63 -4%
RFN
2663
Redwood Financial Network
Ohio
$818K +$256K +435 +46%
BFG
2664
Bouchey Financial Group
New York
$818K -$198K -337 -20%
EFG
2665
Elm3 Financial Group
Georgia
$818K +$818K +1,389 New
JBA
2666
Johnson Bixby & Associates
Washington
$817K -$1.18K -2 -0.1%
VWA
2667
VSM Wealth Advisory
Maryland
$816K +$816K +1,387 New
RCM
2668
Regency Capital Management
Hawaii
$815K – – –
BF
2669
Blankinship & Foster
California
$813K – – –
MAS
2670
Meeder Advisory Services
Ohio
$812K -$8.24K -14 -1%
CPRC
2671
Consolidated Portfolio Review Corp
New York
$810K +$420K +713 +108%
MIA
2672
MeadowBrook Investment Advisors
Michigan
$809K +$809K +1,374 New
YWM
2673
Yardley Wealth Management
Pennsylvania
$808K +$529K +904 +189%
TC
2674
Tenret Company
Florida
$807K +$37.7K +64 +5%
CWA
2675
Clearview Wealth Advisors
Oregon
$806K -$28.3K -48 -3%
105 106
107
108 109