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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 %
WT
1401
Washington Trust
Rhode Island
$7.27M +$103K +175 +1%
CCG
1402
Catalina Capital Group
California
$7.26M +$52.4K +89 +0.7%
HSA
1403
HBK Sorce Advisory
Pennsylvania
$7.26M +$284K +483 +4%
PWM
1404
Power Wealth Management
Georgia
$7.24M -$531K -902 -7%
AWM
1405
Apex Wealth Management
New Hampshire
$7.23M +$7.23M +12,280 New
MFC
1406
Mechanics Financial Corp
Ohio
$7.23M +$230K +391 +3%
TS
1407
TradeWell Securities
Indiana
$7.21M +$7.21M +12,241 New
WAOI
1408
Wealth Advisors of Iowa
Iowa
$7.17M -$15.9K -27 -0.2%
WIA
1409
Wealthedge Investment Advisors
New York
$7.15M +$7.15M +12,152 New
AWA
1410
Aletheian Wealth Advisors
Washington
$7.12M -$25.9K -44 -0.4%
BC
1411
Barrett & Company
Rhode Island
$7.09M +$392K +666 +6%
AWAU
1412
Alliance Wealth Advisors (Utah)
Utah
$7.09M +$1.16M +1,964 +19%
SWA
1413
Strata Wealth Advisors
Texas
$7.09M -$134K -227 -2%
NG
1414
Norden Group
Utah
$7.09M +$416K +707 +6%
WMN
1415
Wealth Management Nebraska
Nebraska
$7.09M +$7.09M +12,111 New
PW
1416
Potentia Wealth
California
$7.08M +$7.08M +12,030 New
AWA
1417
Archvest Wealth Advisors
California
$7.08M +$2.12M +3,598 +43%
NWMG
1418
National Wealth Management Group
Ohio
$7.07M +$643K +1,093 +10%
NC
1419
NovaPoint Capital
Georgia
$7.07M -$107K -182 -1%
CWP
1420
Curated Wealth Partners
California
$7.06M +$539K +915 +8%
TC
1421
Trust Company
Kansas
$7.05M -$64.2K -109 -0.9%
KIA
1422
KCM Investment Advisors
California
$7.04M +$101K +172 +1%
BPC
1423
Banque Pictet & Cie
Switzerland
$7.04M +$2.01M +3,415 +40%
CWC
1424
Carolinas Wealth Consulting
North Carolina
$7.03M -$13.5K -23 -0.2%
HZ
1425
Hixon Zuercher
Ohio
$6.99M +$6.99M +11,877 New
55 56
57
58 59