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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 %
WG
1076
Welch Group
Alabama
$14.6M +$4.18M +7,071 +40%
GWMIA
1077
Global Wealth Management Investment Advisory
Florida
$14.6M +$191K +324 +1%
Empower Advisory Group
1078
Empower Advisory Group
Colorado
$14.6M +$191K +325 +1%
PIA
1079
Perennial Investment Advisors
California
$14.6M +$861K +1,463 +6%
BFM
1080
Broadview Financial Management
Wisconsin
$14.5M -$690K -1,172 -5%
JFG
1081
JDM Financial Group
Texas
$14.5M -$62.4K -106 -0.4%
CTC
1082
Central Trust Company
Missouri
$14.5M +$235K +399 +2%
PCA
1083
Providence Capital Advisors
North Carolina
$14.5M -$190K -323 -1%
WPC
1084
Waters Parkerson & Co
Louisiana
$14.5M +$3.7M +6,292 +34%
CCT
1085
Chemung Canal Trust
New York
$14.5M -$169K -287 -1%
KWA
1086
Kingswood Wealth Advisors
California
$14.5M +$1.3M +2,208 +10%
FFG
1087
Foundry Financial Group
New Hampshire
$14.5M +$739K +1,256 +5%
NB
1088
Northwest Bancshares
Pennsylvania
$14.4M -$677K -1,150 -4%
CWP
1089
Cyndeo Wealth Partners
Florida
$14.4M +$954K +1,621 +7%
TFF
1090
The Family Firm
Maryland
$14.4M -$101M -171,796 -88%
ES
1091
ETF Store
Kansas
$14.3M -$4.7M -7,976 -25%
PM
1092
Pembroke Management
Quebec, Canada
$14.3M -$71.8K -122 -0.5%
AA
1093
AlphaMark Advisors
Kentucky
$14.3M -$636K -1,080 -4%
MWM
1094
Mosley Wealth Management
California
$14.3M +$815K +1,347 +6%
ZF
1095
Zhang Financial
Michigan
$14.3M +$1.82M +3,091 +15%
GWP
1096
Gateway Wealth Partners
Wisconsin
$14.2M -$3.44M -5,837 -20%
G
1097
GenTrust
Florida
$14.1M +$1.59M +2,702 +13%
BCM
1098
Becker Capital Management
Oregon
$14.1M +$832K +1,413 +6%
ECM
1099
Evergreen Capital Management
Washington
$14.1M -$147K -249 -1%
BIA
1100
Bigelow Investment Advisors
Maine
$14.1M +$290K +492 +2%
42 43
44
45 46