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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 %
VFG
2676
Victory Financial Group
Texas
$806K +$806K +1,368 New
WKWM
2677
Walter & Keenan Wealth Management
Indiana
$805K -$131K -222 -14%
MSR
2678
Main Street Research
Connecticut
$804K -$301K -511 -27%
FF
2679
Financial Futures
New Jersey
$803K +$9.42K +16 +1%
ST
2680
Sabal Trust
Florida
$802K +$107K +182 +15%
GWWM
2681
Great Waters Wealth Management
Minnesota
$799K +$18.3K +31 +2%
LWM
2682
LJI Wealth Management
Indiana
$799K +$8.83K +15 +1%
KAS
2683
KPP Advisory Services
Kentucky
$798K -$11.8K -20 -1%
TCM
2684
TruNorth Capital Management
Michigan
$794K – – –
CMS
2685
Capital Market Strategies
Florida
$793K -$589 -1 -0.1%
AHIA
2686
Andrew Hill Investment Advisors
Florida
$791K -$104K -177 -12%
PA
2687
Paragon Advisors
Texas
$789K +$159K +270 +25%
SW
2688
SMART Wealth
Nebraska
$789K +$46.5K +79 +6%
PMG
2689
ProVise Management Group
Florida
$787K -$205K -349 -21%
AFO
2690
Arrowroot Family Office
California
$784K -$231K -392 -23%
MSG
2691
Main Street Group
Virginia
$782K +$64.2K +109 +9%
BST
2692
Bath Savings Trust
Maine
$782K +$42.4K +72 +6%
RIM
2693
RW Investment Management
Idaho
$781K -$496K -843 -39%
IRAG
2694
Investment Research & Advisory Group
Georgia
$779K -$11.8K -20 -1%
SWM
2695
SpringVest Wealth Management
Texas
$777K +$777K +1,320 New
OWM
2696
Opes Wealth Management
California
$775K +$536K +910 +224%
UWM
2697
USAdvisors Wealth Management
Minnesota
$774K +$25.3K +43 +3%
FFG
2698
Frisch Financial Group
New York
$773K – – –
CCG
2699
Chatham Capital Group
Georgia
$771K – – –
RWP
2700
Ridgeline Wealth Planning
Ohio
$769K +$769K +1,306 New
106 107
108
109 110