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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 %
CFC
801
Client First Capital
California
$27.6M +$7.7M +13,073 +39%
TC
802
Trilogy Capital
California
$27.6M -$353K -600 -1%
BWA
803
Boulder Wealth Advisors
Colorado
$27.6M +$297K +505 +1%
MAG
804
MRA Advisory Group
New Jersey
$27.5M +$380K +646 +1%
NIWA
805
New Insight Wealth Advisors
California
$27.5M -$705K -1,197 -2%
PWMAG
806
Pinnacle Wealth Management Advisory Group
New Jersey
$27.5M +$575K +976 +2%
WHCFA
807
William Howard & Co Financial Advisors
Tennessee
$27.4M -$1.15M -1,948 -4%
IFPG
808
Intrepid Financial Planning Group
Indiana
$27.4M -$748K -1,270 -3%
T. Rowe Price Associates
809
T. Rowe Price Associates
Maryland
$27.4M +$2.43M +4,134 +10%
COFSG
810
Carbahal Olsen Financial Services Group
California
$27.3M +$27.3M +46,396 New
LFG
811
Leverty Financial Group
Wisconsin
$27.2M -$258K -438 -0.9%
ACM
812
Ascent Capital Management
Oregon
$27.2M +$27.2M +46,233 New
SC
813
Saiph Capital
New Jersey
$27.2M +$192K +327 +0.7%
MWM
814
Modern Wealth Management
Kansas
$27.2M +$8.11M +13,779 +43%
VCM
815
Verger Capital Management
North Carolina
$27.1M +$97.7K +166 +0.4%
NVCHI
816
New Vernon Capital Holdings II
New Jersey
$27.1M -$9.03M -15,331 -25%
NFP
817
NorthLanding Financial Partners
New York
$27M -$1.1M -1,861 -4%
WIA
818
World Investment Advisors
California
$26.9M +$7.3M +12,397 +37%
AWM
819
Avaii Wealth Management
Wisconsin
$26.5M +$813K +1,381 +3%
GCM
820
Granby Capital Management
Florida
$26.5M +$14.7M +25,000 +125%
SIA
821
Soltis Investment Advisors
Utah
$26.4M +$468K +795 +2%
PIAS
822
PCA Investment Advisory Services
Ohio
$26.4M +$1.07M +1,825 +4%
SAG
823
SageView Advisory Group
California
$26.3M +$16.4M +27,881 +166%
IFA
824
Interactive Financial Advisors
Illinois
$26.3M +$208K +353 +0.8%
AFC
825
Adaptive Financial Consulting
Ohio
$26.3M -$112K -190 -0.4%
31 32
33
34 35