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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 %
MWM
2751
Mittelman Wealth Management
Massachusetts
$710K -$2.94K -5 -0.4%
FFA
2752
Florida Financial Advisors
Florida
$709K +$286K +485 +67%
TVAMP
2753
Tennessee Valley Asset Management Partners
Tennessee
$709K -$204K -347 -22%
Wealthfront Advisers
2754
Wealthfront Advisers
California
$703K -$204K -347 -23%
KWM
2755
Kolinsky Wealth Management
New Jersey
$701K +$207K +352 +42%
LSL
2756
Legacy Solutions LLC
Pennsylvania
$701K +$701K +1,190 New
NA
2757
Nestegg Advisors
New York
$691K +$691K +1,147 New
LI
2758
LifeWealth Investments
Florida
$689K +$689K +1,170 New
RPA
2759
Rock Point Advisors
Vermont
$689K +$689K +1,170 New
AWM
2760
Aries Wealth Management
Maine
$688K – – –
DBRC
2761
D.B. Root & Company
Pennsylvania
$688K -$32.4K -55 -4%
SFS
2762
Stiles Financial Services
Minnesota
$688K +$589 +1 +0.1%
FRA
2763
Front Row Advisors
California
$686K -$31.2K -53 -4%
IWP
2764
Innova Wealth Partners
Pennsylvania
$686K +$686K +1,166 New
GWM
2765
GK Wealth Management
Nevada
$686K +$686K +1,165 New
AWA
2766
AmeriServ Wealth Advisors
Pennsylvania
$685K +$685K +1,163 New
GF
2767
GGM Financials
Ohio
$682K -$7.06K -12 -1%
TFG
2768
Tilson Financial Group
New Jersey
$679K +$23.6K +40 +4%
A
2769
Argentarii
Ohio
$678K +$678K +1,151 New
SFP
2770
Strategic Financial Planning
Texas
$676K – – –
ZIG
2771
Zuckerman Investment Group
Illinois
$675K +$12K +20 +2%
MIAS
2772
Mason Investment Advisory Services
Virginia
$675K -$40K -68 -6%
WIM
2773
Waverton Investment Management
United Kingdom
$674K -$324K -550 -32%
AV
2774
Aspiring Ventures
Ohio
$674K +$674K +1,123 New
MWM
2775
Marion Wealth Management
Pennsylvania
$673K -$39.4K -67 -6%
109 110
111
112 113