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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 %
IFA
1476
Index Fund Advisors
California
$6.39M -$139K -236 -2%
SAM
1477
Strategy Asset Managers
California
$6.37M -$360K -611 -5%
WOC
1478
West Oak Capital
California
$6.36M – – –
VA
1479
Vident Advisory
Georgia
$6.35M +$2.47M +4,203 +64%
SFC
1480
Strategic Financial Concepts
Texas
$6.34M +$4.23M +7,192 +201%
NMG
1481
New Millennium Group
Utah
$6.32M +$686K +1,165 +12%
ISWM
1482
Independent Solutions Wealth Management
New York
$6.31M +$5.77M +9,799 +1,059%
AWMG
1483
ADG Wealth Management Group
Louisiana
$6.31M +$6.31M +10,717 New
AIC
1484
Allodium Investment Consultants
Minnesota
$6.3M +$6.3M +10,709 New
LIA
1485
LifePlan Investment Advisors
North Carolina
$6.28M -$477K -810 -7%
PWA
1486
Peterson Wealth Advisors
Utah
$6.28M +$1.22M +2,044 +24%
FMP
1487
Financial Management Professionals
Texas
$6.25M +$69.5K +118 +1%
VAM
1488
Verity Asset Management
North Carolina
$6.22M -$6.26M -10,628 -50%
PCA
1489
PMV Capital Advisers
Texas
$6.22M +$6.22M +10,571 New
BPWM
1490
Badgley Phelps Wealth Managers
Washington
$6.21M +$64.2K +109 +1%
CCA
1491
Cadent Capital Advisors
Oklahoma
$6.2M -$235K -399 -4%
GS
1492
GWN Securities
Florida
$6.19M +$6.19M +10,299 New
HFRG
1493
Houlihan Financial Resource Group
Virginia
$6.18M -$75.3K -128 -1%
FAM
1494
Forte Asset Management
New York
$6.17M -$83K -141 -1%
QPWM
1495
Quadrant Private Wealth Management
Pennsylvania
$6.17M +$1M +1,702 +19%
SMG
1496
Smart Money Group
Texas
$6.17M +$10K +17 +0.2%
WCM
1497
Winthrop Capital Management
Indiana
$6.14M +$6.14M +10,389 New
SAW
1498
Signal Advisors Wealth
Michigan
$6.13M -$2.55M -4,324 -29%
SIC
1499
Salem Investment Counselors
North Carolina
$6.12M -$231K -392 -4%
RW
1500
Rede Wealth
Virginia
$6.12M -$102K -174 -2%
58 59
60
61 62