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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 %
CCA
2701
Conservest Capital Advisors
Pennsylvania
$767K -$35.3K -60 -4%
STCOSD
2702
Sageworth Trust Company of South Dakota
South Dakota
$766K – – –
CB
2703
Chris Bulman
California
$766K -$7.06K -12 -0.9%
TAM
2704
Townsend Asset Management
North Carolina
$765K -$2.36K -4 -0.3%
Invesco
2705
Invesco
Georgia
$764K – – –
CC
2706
Commons Capital
Massachusetts
$763K +$763K +1,297 New
PFA
2707
Pathway Financial Advisors
Vermont
$763K -$10K -17 -1%
WA1
2708
Wimmer Associates 1
California
$762K +$26.5K +45 +4%
IWM
2709
Iams Wealth Management
Nebraska
$761K +$21.2K +36 +3%
CWAG
2710
Compton Wealth Advisory Group
Virginia
$758K -$334K -568 -31%
VWM
2711
VCI Wealth Management
Missouri
$757K +$45.9K +78 +6%
GPWM
2712
Grant Private Wealth Management
California
$756K +$756K +1,284 New
FAM
2713
Fenimore Asset Management
New York
$754K -$11.8K -20 -2%
WKSWA
2714
White Knight Strategic Wealth Advisors
New Jersey
$754K +$754K +1,280 New
LIG
2715
Lokken Investment Group
Delaware
$752K +$31.2K +53 +4%
RFA
2716
Register Financial Advisors
Georgia
$752K +$25.9K +44 +4%
FM
2717
Foster & Motley
Ohio
$749K -$37.7K -64 -5%
FFG
2718
Fiduciary Financial Group
California
$748K -$18.1K -31 -2%
FF
2719
Friedenthal Financial
New Jersey
$748K +$639K +1,085 +586%
FNBOMD
2720
First National Bank of Mount Dora
Florida
$747K – – –
CWM
2721
Collaborative Wealth Management
Florida
$747K +$18.2K +31 +3%
PAG
2722
Powers Advisory Group
Illinois
$744K +$221K +376 +42%
MPCG
2723
Matrix Private Capital Group
New York
$744K +$153K +260 +26%
CAG
2724
Centerpoint Advisory Group
Kansas
$742K +$742K +1,260 New
ACA
2725
Anchor Capital Advisors
Massachusetts
$740K – – –
107 108
109
110 111