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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 %
QP
1526
Quartz Partners
New York
$5.79M -$233K -396 -4%
AT
1527
American Trust
Kentucky
$5.79M +$4.33M +7,357 +297%
SWP
1528
Semus Wealth Partners
Florida
$5.78M +$355K +603 +7%
TWP
1529
Tempus Wealth Planning
California
$5.78M -$766K -1,301 -12%
KPWM
1530
KDK Private Wealth Management
Texas
$5.77M +$5.77M +9,797 New
LWMNY
1531
Landmark Wealth Management (New York)
New York
$5.76M -$15.3K -26 -0.3%
GIS
1532
Grayhawk Investment Strategies
Alberta, Canada
$5.71M +$5.71M +9,706 New
OFP
1533
OFC Financial Planning
New Jersey
$5.71M +$5.71M +9,704 New
SC
1534
Steph & Co
Wisconsin
$5.69M +$174K +295 +3%
SIC
1535
Shoker Investment Counsel
Ohio
$5.69M +$145K +247 +3%
GB
1536
Goepper Burkhardt
South Carolina
$5.68M +$530K +900 +10%
VPP
1537
Vertex Planning Partners
Illinois
$5.68M -$25.6M -43,405 -82%
BAMG
1538
Brand Asset Management Group
Missouri
$5.65M -$30.6K -52 -0.5%
TFCP
1539
Twin Focus Capital Partners
Massachusetts
$5.65M -$489K -831 -8%
CFG
1540
Certior Financial Group
Pennsylvania
$5.65M +$5.65M +9,596 New
LFAS
1541
Level Four Advisory Services
Texas
$5.65M -$141K -239 -2%
BWA
1542
BCU Wealth Advisors
Illinois
$5.65M +$27.7K +47 +0.5%
MFA
1543
Morling Financial Advisors
California
$5.63M -$86.5K -147 -2%
OAS
1544
Optivise Advisory Services
Tennessee
$5.59M -$298K -507 -5%
T
1545
TrueFG
Texas
$5.58M -$34.7K -59 -0.6%
FNWM
1546
Financial Network Wealth Management
Utah
$5.57M -$11.8K -20 -0.2%
WBC
1547
West Branch Capital
Massachusetts
$5.57M +$27.7K +47 +0.5%
NCFG
1548
New Century Financial Group
New Jersey
$5.57M -$1.55M -2,606 -22%
QCIG
1549
Quad-Cities Investment Group
Iowa
$5.55M -$210K -356 -4%
MWM
1550
Maridea Wealth Management
New York
$5.54M +$5.54M +9,407 New
60 61
62
63 64