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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 %
GC
251
Gilbert & Cook
Iowa
$165M -$4.19M -7,112 -2%
TLFA
252
True Link Financial Advisors
California
$163M +$301K +512 +0.2%
RIS
253
Retirement Income Solutions
Michigan
$162M +$30.6M +51,972 +23%
DWM
254
Dakota Wealth Management
Florida
$160M +$367K +624 +0.2%
AI
255
Atria Investments
North Carolina
$160M -$2.19M -3,713 -1%
American Century Companies
256
American Century Companies
Missouri
$158M +$128M +218,015 +430%
JFA
257
JNBA Financial Advisors
Minnesota
$158M +$11.3M +19,142 +8%
LF
258
Lee Financial
Texas
$157M +$1.44M +2,444 +0.9%
TC
259
Toews Corporation
New Jersey
$157M +$121M +205,300 +333%
FFA
260
First Foundation Advisors
California
$157M +$13.1M +22,213 +9%
MWM
261
Modera Wealth Management
New Jersey
$155M +$3.27M +5,552 +2%
Tudor Investment Corp
262
Tudor Investment Corp
Connecticut
$154M +$137M +232,122 +790%
BCI
263
Brinker Capital Investments
Pennsylvania
$153M -$101M -170,738 -40%
OPS
264
Orion Portfolio Solutions
Nebraska
$153M -$101M -170,738 -40%
AAG
265
Armstrong Advisory Group
Massachusetts
$153M +$6.52M +11,069 +4%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149M -$3.95M -6,707 -3%
CWM
267
Calamos Wealth Management
Illinois
$148M -$2.16M -3,674 -1%
SWA
268
SFMG Wealth Advisors
Texas
$147M +$1.46M +2,486 +1%
2P
269
26North Partners
New York
$147M +$131K +223 +0.1%
SNB
270
Security National Bank
Nebraska
$146M -$14.1M -23,961 -9%
GIM
271
Goelzer Investment Management
Indiana
$146M -$1.46M -2,473 -1%
BWP
272
BlueStem Wealth Partners
Minnesota
$145M +$145M +245,983 New
UWPG
273
Ullmann Wealth Partners Group
Florida
$144M -$1.7M -2,890 -1%
ASN
274
Advisory Services Network
Georgia
$143M +$3.15M +5,348 +2%
SWM
275
Spire Wealth Management
Virginia
$143M +$10.6M +18,052 +8%
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