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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 %
PI
501
Parkside Investments
Illinois
$59.2M +$2.93M +4,984 +5%
BWA
502
Beam Wealth Advisors
Louisiana
$59M +$666K +1,131 +1%
BOCM
503
Bontempo Ohly Capital Management
Maryland
$58.6M -$1.28M -2,169 -2%
SPIA
504
Strategic Point Investment Advisors
Rhode Island
$58.3M +$1.36M +2,316 +2%
SL
505
SWMG LLC
Texas
$57.9M -$1.96M -3,213 -3%
MMA
506
Miracle Mile Advisors
California
$57.7M +$4.96M +8,428 +9%
RhumbLine Advisers
507
RhumbLine Advisers
Massachusetts
$57.7M -$17M -28,886 -23%
CB
508
Community Bank
New York
$57.5M -$18.2K -31 -0%
CFIA
509
Cantor Fitzgerald Investment Advisors
New York
$57.3M +$4.54M +7,718 +9%
PSCM
510
Per Stirling Capital Management
Texas
$57.2M -$170K -288 -0.3%
IF
511
Ironwood Financial
Arizona
$57M -$4.72M -8,021 -8%
AFG
512
Atomi Financial Group
New York
$57M +$8.77M +14,904 +18%
WA
513
Wealth Alliance
New York
$56.9M -$491K -834 -0.9%
CWA
514
Consilio Wealth Advisors
Washington
$56.7M +$4.08M +6,926 +8%
KWM
515
KMT Wealth Management
California
$56.3M +$56.3M +95,626 New
ATPW
516
Ashton Thomas Private Wealth
Arizona
$56.1M +$32.6M +55,402 +139%
WBG
517
Wharton Business Group
Pennsylvania
$55.9M -$7.06K -12 -0%
Citigroup
518
Citigroup
New York
$55.5M -$2M -3,391 -3%
TCM
519
Twele Capital Management
Minnesota
$55.4M -$2.72M -4,621 -5%
CGFA
520
Colton Groome Financial Advisors
North Carolina
$55.2M +$384K +653 +0.7%
BWM
521
Buska Wealth Management
Wisconsin
$55.1M +$3.24M +5,499 +6%
OFG
522
Oxford Financial Group
Indiana
$55.1M -$2.03M -3,450 -4%
CIA
523
Concurrent Investment Advisors
Florida
$55M +$8.57M +14,556 +18%
Nuveen Asset Management
524
Nuveen Asset Management
Illinois
$54.9M -$4.71M -7,997 -8%
BOC
525
Bull Oak Capital
California
$54.8M +$8.21M +13,942 +18%
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