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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 %
LWM
1501
Lakeridge Wealth Management
Ohio
$6.09M +$253K +430 +4%
ZIG
1502
Zurich Insurance Group
Switzerland
$6.08M +$6.08M +10,270 New
M
1503
MOTCO
Texas
$6.08M +$328K +558 +6%
SWA
1504
Strategies Wealth Advisors
Michigan
$6.06M -$309K -509 -5%
1IA
1505
1834 Investment Advisors
Wisconsin
$6.06M -$803K -1,364 -12%
MSAM
1506
Moloney Securities Asset Management
Missouri
$6.04M -$137K -232 -2%
GIA
1507
Guyasuta Investment Advisors
Pennsylvania
$6.03M +$349K +592 +6%
SFPG
1508
Stonebridge Financial Planning Group
Florida
$6.03M -$11.2K -19 -0.2%
BL
1509
BFSG LLC
California
$6.01M -$578K -982 -9%
CIA
1510
Compass Ion Advisors
Pennsylvania
$5.99M -$230K -390 -4%
CC
1511
Callan Capital
California
$5.97M +$20K +34 +0.3%
PP
1512
PFS Partners
New Jersey
$5.97M +$40.6K +69 +0.7%
SAM
1513
S.A. Mason
Michigan
$5.96M -$10.6K -18 -0.2%
NFSG
1514
Newbridge Financial Services Group
Florida
$5.95M +$650K +1,104 +12%
BTWM
1515
Brass Tax Wealth Management
Ohio
$5.94M -$23.5K -40 -0.4%
PCA
1516
Prosperity Capital Advisors
Ohio
$5.92M -$155K -264 -3%
FCA
1517
FLC Capital Advisors
California
$5.89M -$308K -524 -5%
PI
1518
PFG Investments
New York
$5.88M +$4.35M +7,397 +286%
TC
1519
TFR Capital
Texas
$5.86M +$5.86M +9,959 New
VPW
1520
Variant Private Wealth
Virginia
$5.85M +$5.85M +9,943 New
ESB
1521
Essex Savings Bank
Connecticut
$5.85M -$136K -231 -2%
AIC
1522
Ayalon Insurance Company
Israel
$5.84M +$612K +1,040 +12%
BI
1523
Berkeley Inc
Idaho
$5.83M -$5.91M -10,038 -50%
FNBOO
1524
First National Bank of Omaha
Nebraska
$5.81M – – –
SP
1525
Successful Portfolios
Florida
$5.8M +$317K +539 +6%
59 60
61
62 63