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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 %
SAM
951
Sherman Asset Management
California
$19.6M +$19.6M +33,372 New
WCP
952
Wick Capital Partners
Pennsylvania
$19.5M +$600K +1,019 +3%
APM
953
a16z Perennial Management
California
$19.5M +$19.5M +33,100 New
GVAG
954
Great Valley Advisor Group
Delaware
$19.3M +$810K +1,376 +4%
NEAM
955
New England Asset Management
Connecticut
$19.2M -$247K -420 -1%
JWM
956
Jackson Wealth Management
Florida
$19.2M +$2.42M +4,111 +14%
OC
957
Oarsman Capital
Wisconsin
$19.2M -$310K -527 -2%
FWA
958
FOCUS Wealth Advisors
Texas
$19.1M -$8.42M -14,306 -31%
BRM
959
Boston Research & Management
Massachusetts
$19M -$98.3K -167 -0.5%
CIAS
960
CBIZ Investment Advisory Services
Ohio
$18.9M -$28.3K -48 -0.1%
PWM
961
Praetorian Wealth Management
California
$18.9M +$704K +1,196 +4%
V
962
VeraBank
Texas
$18.9M +$3.33M +5,665 +21%
GWM
963
Global Wealth Management
New Jersey
$18.8M +$914K +1,553 +5%
WCFA
964
Walkner Condon Financial Advisors
Wisconsin
$18.8M +$34.1K +58 +0.2%
BFS
965
Bradley Foster & Sargent
Connecticut
$18.7M -$921K -1,565 -5%
TR
966
Tepp RIA
New Jersey
$18.6M +$18.6M +31,647 New
OCM
967
Orion Capital Management
California
$18.6M +$1.53M +2,593 +9%
Bank Julius Baer & Co
968
Bank Julius Baer & Co
Switzerland
$18.6M +$1.64M +2,529 +10%
VHAM
969
Van Hulzen Asset Management
California
$18.6M +$444K +755 +2%
CAG
970
Csenge Advisory Group
Florida
$18.5M -$986K -1,675 -5%
MSWMA
971
Market Street Wealth Management Advisors
Indiana
$18.5M -$655K -1,113 -3%
GWM
972
Gray Wealth Management
Maine
$18.4M -$58.9K -100 -0.3%
MWP
973
MYCIO Wealth Partners
Pennsylvania
$18.4M -$1.31M -2,221 -7%
EW
974
Element Wealth
Mississippi
$18.3M +$464K +789 +3%
TNB
975
Thomasville National Bank
Georgia
$18.3M +$2.02M +3,433 +12%
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