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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 %
SWM
3176
Sendero Wealth Management
Texas
$337K +$122K +208 +57%
BMM
3177
Berkshire Money Management
Massachusetts
$336K +$336K +572 New
FH
3178
Financial Harvest
Florida
$336K +$336K +571 New
MC
3179
Matisse Capital
Oregon
$335K – – –
SWM
3180
SFG Wealth Management
Maryland
$335K -$18.8K -32 -5%
APW
3181
Axim Planning & Wealth
Ohio
$333K -$20K -34 -6%
FA
3182
Financial Alternatives
California
$333K – – –
CCA
3183
Checchi Capital Advisers
California
$333K – – –
HWA
3184
Hillcrest Wealth Advisors
New Jersey
$333K – – –
KOMWMG
3185
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$333K -$58.9K -100 -15%
RWM
3186
Revisor Wealth Management
Ohio
$333K -$556K -944 -63%
SC
3187
Schiavi & Co
Delaware
$332K – – –
FVWA
3188
Foster Victor Wealth Advisors
South Carolina
$332K -$52.9K -88 -14%
TBT
3189
Texas Bank & Trust
Texas
$331K +$331K +563 New
CRI
3190
Colonial River Investments
Virginia
$330K -$4.26M -7,240 -93%
AFA
3191
Alpha Financial Advisors
North Carolina
$330K – – –
JFL
3192
Jarislowsky, Fraser Ltd
Quebec, Canada
$328K – – –
NWM
3193
Nova Wealth Management
Florida
$328K +$328K +557 New
I
3194
IMPACTfolio
Colorado
$325K – – –
ALC
3195
Alexander Labrunerie & Co
Missouri
$324K +$40.6K +69 +14%
CPA
3196
Capital Planning Advisors
California
$323K – – –
DBIA
3197
Dumont & Blake Investment Advisors
New Jersey
$322K -$5.88K -10 -2%
MI
3198
Motiv8 Investments
Florida
$320K -$374K -636 -54%
SAI
3199
Systematic Alpha Investments
New Jersey
$320K – – –
BAM
3200
Byrne Asset Management
New Jersey
$320K -$321K -557 Closed
126 127
128
129 130