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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 %
HWMT
3251
Heritage Wealth Management (Texas)
Texas
$294K -$147K -250 -33%
CFGSD
3252
Compass Financial Group (South Dakota)
South Dakota
$294K +$22.4K +38 +8%
SIAP
3253
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K -$50K -85 -15%
PAM
3254
Palisade Asset Management
Minnesota
$292K -$25.9K -44 -8%
HNWAG
3255
High Net Worth Advisory Group
Florida
$291K -$8.24K -14 -3%
ATI
3256
ARK & TLK Investments
Oklahoma
$290K +$290K +492 New
MCA
3257
Midwest Capital Advisors
Michigan
$290K +$290K +492 New
AWA
3258
Acorn Wealth Advisors
Michigan
$289K -$30K -51 -9%
AAIM
3259
Asset Advisors Investment Management
Georgia
$288K – – –
SH
3260
SLT Holdings
Arizona
$288K +$288K +490 New
WWA
3261
Wisconsin Wealth Advisors
Wisconsin
$288K +$288K +489 New
WFS
3262
Walker Financial Services
Kentucky
$288K -$589 -1 -0.2%
RWM
3263
Rolek Wealth Management
Pennsylvania
$287K +$287K +488 New
MM
3264
Main Management
California
$287K +$89K +151 +45%
WTFG
3265
Wood Tarver Financial Group
Idaho
$286K +$286K +487 New
FFIC
3266
First Fiduciary Investment Counsel
Ohio
$285K +$1.18K +2 +0.4%
TAM
3267
Taurus Asset Management
New York
$284K – – –
RMP
3268
Richards, Merrill & Peterson
Washington
$284K +$284K +483 New
SWP
3269
Significant Wealth Partners
Illinois
$284K +$284K +483 New
SDH
3270
Sloy Dahl & Holst
Washington
$284K +$2.36K +4 +0.8%
BWM
3271
Bernard Wealth Management
Michigan
$283K +$283K +480 New
TCM
3272
Tradewinds Capital Management
Washington
$282K +$1.18K +2 +0.4%
SP
3273
Stablepoint Partners
Massachusetts
$282K – – –
RWP
3274
Reliant Wealth Planning
Kentucky
$282K +$3.53K +6 +1%
QFPS
3275
Quantum Financial Planning Services
Washington
$281K +$281K +477 New
129 130
131
132 133