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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 %
FFA
2901
Frazier Financial Advisors
Ohio
$541K +$197K +334 +57%
HWM
2902
HRC Wealth Management
Idaho
$540K +$203K +345 +60%
GWSA
2903
Global Wealth Strategies & Associates
Colorado
$536K – – –
HWMO
2904
Heritage Wealth Management (Ohio)
Ohio
$536K – – –
JWM
2905
Jacksonville Wealth Management
Florida
$535K +$535K +908 New
LCM
2906
LVM Capital Management
Michigan
$532K +$196K +332 +58%
TFG
2907
Team Financial Group
California
$531K +$7.65K +13 +1%
FCCM
2908
First City Capital Management
Georgia
$531K – – –
NQWM
2909
Northwest Quadrant Wealth Management
Oregon
$530K +$530K +901 New
NWA
2910
Navis Wealth Advisors
New York
$530K +$9.42K +16 +2%
WH
2911
Willner & Heller
California
$530K -$18.8K -32 -3%
M
2912
MATAURO
New York
$530K +$530K +900 New
CCA
2913
Cravens & Co Advisors
Tennessee
$530K – – –
AAS
2914
AdviceOne Advisory Services
Connecticut
$529K +$529K +899 New
MWM
2915
Mascagni Wealth Management
Mississippi
$527K +$527K +938 New
RCG
2916
Regatta Capital Group
California
$527K -$3.53K -6 -0.7%
FSG
2917
Financial Strategies Group
Michigan
$523K – – –
PCM
2918
Pointe Capital Management
Michigan
$523K – – –
LWM
2919
Lodestone Wealth Management
Washington
$522K – – –
NA
2920
Nordwand Advisors
Pennsylvania
$521K – – –
MAWAG
2921
Mid-American Wealth Advisory Group
Missouri
$519K +$106K +180 +26%
SGA
2922
Sustainable Growth Advisers
Connecticut
$519K +$519K +881 New
GWA
2923
GGM Wealth Advisors
Maryland
$519K -$6.47K -11 -1%
PCM
2924
Piedmont Capital Management
Montana
$518K +$15.3K +26 +3%
SCM
2925
Sollinda Capital Management
Florida
$518K +$9.42K +16 +2%
115 116
117
118 119