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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 %
MD
1201
Money Design
Japan
$11.1M +$735K +1,243 +7%
MF
1202
Montis Financial
Massachusetts
$11M +$3.44M +5,842 +45%
HAC
1203
Harbor Advisory Corp
New Hampshire
$11M +$768K +1,305 +7%
SHFA
1204
SC&H Financial Advisors
Maryland
$11M -$48.9K -83 -0.4%
TFS
1205
Thoroughbred Financial Services
Tennessee
$11M +$1.23M +2,090 +13%
MOS
1206
MGO One Seven
Ohio
$11M – – –
GG
1207
Greenwood Gearhart
Arkansas
$11M +$11M +18,684 New
CWIG
1208
Chung Wu Investment Group
Texas
$11M +$11M +18,682 New
MSFS
1209
Main Street Financial Solutions
Pennsylvania
$11M -$97.1K -165 -0.9%
WF
1210
Welch & Forbes
Massachusetts
$10.9M +$289K +491 +3%
NG
1211
Novem Group
New York
$10.8M +$10.8M +18,300 New
BCWM
1212
Bartlett & Co Wealth Management
Ohio
$10.8M -$665K -1,129 -6%
WF
1213
Wayfinding Financial
Washington
$10.7M -$678K -1,151 -6%
RDWM
1214
Red Door Wealth Management
Tennessee
$10.7M +$417K +709 +4%
SB
1215
Simmons Bank
Arkansas
$10.7M -$41.2K -70 -0.4%
LI
1216
Louisbourg Investments
New Brunswick, Canada
$10.7M -$1.22M -2,080 -10%
NP
1217
NorthRock Partners
Minnesota
$10.6M +$157K +267 +1%
SFA
1218
Salus Financial Advisors
Colorado
$10.6M +$10.6M +18,079 New
RWP
1219
Revolve Wealth Partners
New Jersey
$10.6M -$172K -292 -2%
CFG
1220
Cosner Financial Group
Colorado
$10.6M -$1.68M -2,859 -14%
CF
1221
Corebridge Financial
Texas
$10.6M +$10.6M +18,000 New
MW
1222
Maia Wealth
Colorado
$10.6M +$778K +1,292 +8%
MWM
1223
MY Wealth Management
Maryland
$10.6M +$2.83M +4,806 +36%
FWP
1224
Firethorn Wealth Partners
Georgia
$10.6M -$802K -1,363 -7%
NAS
1225
Nicolet Advisory Services
Wisconsin
$10.6M -$848K -1,453 -7%
47 48
49
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