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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 %
PFP
676
Pinnacle Financial Partners
Tennessee
$36.3M -$557K -952 -2%
SC
677
SouthState Corp
Florida
$36.1M +$8.47M +14,384 +31%
IWM
678
Integris Wealth Management
California
$36M -$772K -1,312 -2%
AWA
679
Arkadios Wealth Advisors
Georgia
$35.9M +$9.82M +16,685 +38%
CAWM
680
Capital Advisors Wealth Management
Washington
$35.8M +$814K +1,383 +2%
Nomura Asset Management
681
Nomura Asset Management
Japan
$35.8M +$22.5M +38,220 +170%
CA
682
CoreCap Advisors
Michigan
$35.5M +$3.62M +6,148 +11%
SWA
683
Stratos Wealth Advisors
Ohio
$35.4M -$6.86M -11,652 -16%
NWM
684
NRI Wealth Management
California
$35.4M +$35.4M +60,131 New
FA
685
Flagstar Advisors
New York
$35.3M -$1.58M -2,678 -4%
CWS
686
Cypress Wealth Services
California
$35.3M -$359K -609 -1%
TPCW
687
TD Private Client Wealth
New York
$35.2M -$831K -1,411 -2%
National Bank of Canada
688
National Bank of Canada
Quebec, Canada
$35.2M +$6.55M +11,121 +23%
LWM
689
Liberty Wealth Management
California
$35.2M -$7.01M -11,922 -17%
BA
690
Bellwether Advisors
Nebraska
$35.2M -$148K -252 -0.4%
WCM
691
WealthBridge Capital Management
Ohio
$35.2M +$1.39M +2,354 +4%
CI
692
CacheTech Inc
Utah
$35.2M +$9.14M +15,534 +35%
NPF
693
Norris Perne & French
Michigan
$35.2M -$3.45M -5,862 -9%
NCM
694
Novare Capital Management
North Carolina
$35.1M +$519K +882 +2%
HR
695
Howe & Rusling
New York
$35.1M +$499K +847 +1%
WP
696
WealthShield Partners
North Carolina
$34.9M -$3.39M -5,759 -9%
AWM
697
Adams Wealth Management
Utah
$34.9M +$8.88M +15,077 +34%
EIA
698
Eldridge Investment Advisors
New Hampshire
$34.9M -$691K -1,174 -2%
KG
699
Kilter Group
New York
$34.5M +$34.5M +58,585 New
MWS
700
Maxwell Wealth Strategies
California
$34.4M +$9.74M +16,541 +40%
26 27
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