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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 %
KF
2776
KKM Financial
Illinois
$669K – – –
SPL
2777
Smart Portfolios LLC
Washington
$669K -$537K -911 -45%
MADFP
2778
Michael A Dubis Financial Planning
Wisconsin
$669K +$669K +1,137 New
PS
2779
Pinney & Scofield
Massachusetts
$668K +$668K +1,134 New
MF
2780
Manuka Financial
Virginia
$666K +$666K +1,132 New
LKBC
2781
L.K. Benson & Company
Maryland
$665K +$665K +1,129 New
AWM
2782
Activest Wealth Management
Florida
$664K +$7.07K +12 +1%
FCM
2783
Fourpath Capital Management
Oklahoma
$662K -$22.4K -38 -3%
ST
2784
Somerset Trust
Pennsylvania
$661K – – –
TA
2785
TPG Advisors
Illinois
$660K +$14.1K +24 +2%
RFN
2786
RDA Financial Network
Iowa
$660K +$2.94K +5 +0.4%
SLT
2787
St Louis Trust
Missouri
$659K – – –
GC
2788
Glenorchy Capital
Australia
$658K – – –
CWP
2789
Concord Wealth Partners
Virginia
$656K -$54.1K -92 -8%
SIAG
2790
Safeguard Investment Advisory Group
California
$655K -$13.5K -23 -2%
HAIM
2791
Hunter Associates Investment Management
Pennsylvania
$655K +$85.8K +146 +15%
OL
2792
one8zero8 LLC
North Carolina
$654K +$654K +1,111 New
JSC
2793
Jackson Square Capital
California
$654K +$91.8K +156 +16%
RWS
2794
Resolute Wealth Strategies
Mississippi
$653K +$48.3K +82 +8%
AA
2795
Atmos Advisory
Pennsylvania
$653K +$653K +1,109 New
TWD
2796
True Wealth Design
Ohio
$650K – – –
WA
2797
Wealthstream Advisors
New York
$650K +$115K +195 +21%
MIM
2798
Marco Investment Management
Georgia
$649K +$30.6K +52 +5%
FFWM
2799
Future Financial Wealth Management
Ohio
$649K – – –
JWBC
2800
John W. Brooker & Co
California
$648K +$137K +232 +27%
110 111
112
113 114