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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 %
FC
3551
Fairscale Capital
New Hampshire
$19.4K +$19.4K +33 New
C
3552
Covestor
United Kingdom
$19K -$30K -49 -61%
SC
3553
Sawyer & Company
Massachusetts
$19K – – –
CW
3554
Curio Wealth
Maryland
$16.5K +$16.5K +28 New
1L
3555
10Elms LLP
Oklahoma
$15.3K +$15.3K +26 New
W
3556
WealthCollab
Washington
$14.1K – – –
DFC
3557
DB Fitzpatrick & Co
Idaho
$14.1K -$7.65K -13 -35%
PAIM
3558
Punch & Associates Investment Management
Minnesota
$14.1K +$589 +1 +4%
LAMC
3559
Longview Asset Management (California)
California
$13K +$13K +22 New
BGWM
3560
Bridge Generations Wealth Management
Florida
$13K +$13K +22 New
API
3561
Asset Planning Inc
California
$12.7K +$12.7K +22 New
NL
3562
NVWM LLC
Pennsylvania
$11.2K +$11.2K +19 New
GCM
3563
Gables Capital Management
Florida
$9.42K – – –
NS
3564
NBC Securities
Alabama
$8.34K -$9.9M -16,627 -100%
WPWM
3565
Western Pacific Wealth Management
Illinois
$7.83K – – –
RJA
3566
Ross\Johnson & Associates
Minnesota
$7.65K +$7.65K +13 New
LCM
3567
Logan Capital Management
Pennsylvania
$7.06K +$7.06K +12 New
MCA
3568
Maryland Capital Advisors
Maryland
$6.48K – – –
WAS
3569
Winch Advisory Services
Wisconsin
$4.73K +$4.14K +7 +700%
PFA
3570
Pathway Financial Advisers
Indiana
$3.59K +$2.05K +4 +133%
RCA
3571
Runnymede Capital Advisors
Ohio
$2.36K +$2.36K +4 New
PWS
3572
Peterson Wealth Services
Utah
$1.77K – – –
NWWA
3573
New Wave Wealth Advisors
Arkansas
$1.18K +$1.18K +2 New
RWM
3574
Ruedi Wealth Management
Illinois
$1.18K +$1.18K +2 New
BCWM
3575
Ball & Co Wealth Management
Tennessee
$1K +$1K +3 New
141 142
143
144 145