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iShares Core S&P 500 ETF
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Overview Fund Activity

3,565 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, 1,388 increasing their positions, 1,231 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,565
Holders Change
+384
Holders Change %
+12.07%
% of All Funds
47.47%
Holding in Top 10
1,162
Holding in Top 10 Change
+140
Holding in Top 10 Change %
+13.7%
% of All Funds
15.47%
New
529
Increased
1,388
Reduced
1,231
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M

Top Buyers

1
Nisa Investment Advisors
1
Nisa Investment Advisors
Missouri
$5.81B
2
Prudential Financial
2
Prudential Financial
New Jersey
$6.83B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$3.49B
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33B
5
Morgan Stanley
5
Morgan Stanley
New York
$16.4B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$10.5M
2
Bank of America
2
Bank of America
North Carolina
$10.5B
3
Squarepoint
3
Squarepoint
New York
$3.12B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.7B
5
Goldman Sachs
5
Goldman Sachs
New York
$5.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$1.33B -$2.51M -4,269 -0.2%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.32B +$7.62M +12,950 +0.6%
Principal Financial Group
53
Principal Financial Group
Iowa
$1.28B +$742M +1,261,092 +138%
BGDI
54
BW Gestao de Investimentos
Brazil
$1.28B +$1.28B +2,171,290 New
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.23B +$35.8M +60,768 +3%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.22B -$73.3M -140,440 -6%
CAM
57
Cresset Asset Management
Illinois
$1.21B -$370M -627,759 -23%
BA
58
Bridgewater Associates
Connecticut
$1.2B -$108M -183,491 -8%
APF
59
Alaska Permanent Fund
Alaska
$1.17B +$340M +577,916 +41%
Cerity Partners
60
Cerity Partners
New York
$1.17B +$84.6M +143,771 +8%
MSDF
61
Michael & Susan Dell Foundation
New York
$1.17B +$847M +1,439,325 +266%
Capstone Investment Advisors
62
Capstone Investment Advisors
New York
$1.14B +$870M +1,477,451 +324%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.14B -$47.7M -81,013 -4%
B
64
Barings
North Carolina
$1.12B +$26M +44,219 +2%
GT
65
Greenleaf Trust
Michigan
$1.11B +$44M +74,734 +4%
AG
66
AIA Group
Hong Kong
$1.1B +$285M +483,448 +35%
AAS
67
Avantax Advisory Services
Texas
$1.05B +$7.2M +12,229 +0.7%
ECM
68
Eisler Capital Management
United Kingdom
$1.04B +$1.04B +1,775,350 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.01B +$21.9M +37,141 +2%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$1B +$15.6M +26,570 +2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$975M +$14M +23,776 +1%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$951M +$875M +1,485,955 +1,142%
MCM
73
MAI Capital Management
Ohio
$951M +$70.6M +119,871 +8%
FT
74
Fiduciary Trust
Massachusetts
$921M +$10.4M +17,607 +1%
FEG
75
Fund Evaluation Group
Ohio
$920M +$128M +218,059 +16%
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