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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 %
SHA
2801
Seneca House Advisors
Virginia
$647K +$40K +68 +7%
MEAC
2802
M.E. Allison & Co
Texas
$646K +$646K +1,098 New
B
2803
Bensler
Washington
$646K +$8.25K +14 +1%
FI
2804
FWG Investments
Kentucky
$646K -$14.7K -25 -2%
RCM
2805
Radnor Capital Management
Pennsylvania
$641K -$58.9K -100 -8%
AA
2806
Apriem Advisors
California
$641K +$195K +331 +44%
TWP
2807
Total Wealth Planning
Ohio
$640K – – –
FFP
2808
FourThought Financial Partners
Florida
$640K – – –
EI
2809
Ethic Inc
New York
$639K +$639K +1,085 New
BWP
2810
Barlow Wealth Partners
Kentucky
$637K +$4.77K +8 +0.8%
HDIM
2811
Hanson & Doremus Investment Management
Vermont
$636K – – –
UBG
2812
United Bank (Georgia)
Georgia
$635K -$589 -1 -0.1%
WP
2813
Wealthspan Partners
Iowa
$635K – – –
PWS
2814
Proactive Wealth Strategies
Georgia
$634K +$124K +211 +24%
HCM
2815
HMS Capital Management
Tennessee
$633K – – –
LFS
2816
Littlejohn Financial Services
Oregon
$633K +$633K +1,075 New
LAMNM
2817
Longview Asset Management (New Mexico)
New Mexico
$630K +$630K +1,071 New
NLP
2818
Next Level Private
New York
$630K +$11.8K +20 +2%
FWM
2819
FSA Wealth Management
Massachusetts
$629K -$47.1K -80 -7%
MAM
2820
Milestone Asset Management
Pennsylvania
$628K +$589 +1 +0.1%
HPIA
2821
Hamilton Point Investment Advisors
North Carolina
$628K – – –
TPWM
2822
Twelve Points Wealth Management
Massachusetts
$628K -$4.71K -8 -0.7%
HBT
2823
Hills Bank & Trust
Iowa
$624K +$319K +542 +105%
HGA
2824
Hobbs Group Advisors
South Carolina
$624K +$14.7K +25 +2%
HA
2825
Hofer & Associates
California
$624K -$4.71K -8 -0.7%
111 112
113
114 115