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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 %
AF
1551
Affiance Financial
Minnesota
$5.53M -$203K -344 -4%
GCA
1552
Gallagher Capital Advisors
Texas
$5.53M +$5.53M +9,400 New
BCA
1553
Bray Capital Advisors
Florida
$5.53M -$43.6K -74 -0.8%
JJBC
1554
James J. Burns & Company
New York
$5.52M -$322K -547 -6%
SIS
1555
Sound Income Strategies
Florida
$5.52M -$750K -1,274 -12%
GA
1556
GSG Advisors
New Jersey
$5.51M -$225K -382 -4%
BFW
1557
Brady Family Wealth
Missouri
$5.5M -$24.1K -41 -0.4%
MWM
1558
McMill Wealth Management
Nebraska
$5.5M +$5.5M +9,337 New
PB
1559
Pinnacle Bancorp
Nebraska
$5.48M +$5.89K +10 +0.1%
BMWM
1560
Brown Miller Wealth Management
Virginia
$5.44M +$165K +280 +3%
SFG
1561
Sunburst Financial Group
Alabama
$5.43M -$2.47M -4,197 -31%
PCM
1562
Presidio Capital Management
California
$5.42M +$432K +733 +9%
CWM
1563
Chesapeake Wealth Management
Virginia
$5.42M -$101K -172 -2%
LIA
1564
Luken Investment Analytics
Tennessee
$5.42M +$14.1K +24 +0.3%
PAM
1565
Peak Asset Management
Colorado
$5.4M -$151K -256 -3%
BOSSRA
1566
B.O.S.S. Retirement Advisors
Utah
$5.4M +$4.25M +7,226 +371%
LI
1567
LVZ Inc
Michigan
$5.4M -$271K -460 -5%
DWM
1568
DKM Wealth Management
California
$5.39M +$5.39M +9,151 New
TSW
1569
Three Seasons Wealth
Utah
$5.39M -$669K -1,137 -11%
BB
1570
Berkshire Bank
Massachusetts
$5.39M -$104K -177 -2%
WCWM
1571
Wooster Corthell Wealth Management
Connecticut
$5.38M -$69.5K -118 -1%
EAMA
1572
EFG Asset Management (Americas)
Florida
$5.38M +$120K +204 +2%
WEG
1573
World Equity Group
Illinois
$5.37M +$962K +1,634 +22%
MWM
1574
Maripau Wealth Management
Indiana
$5.36M -$2.32M -3,940 -30%
LFG
1575
Larson Financial Group
Missouri
$5.36M -$217K -368 -4%
61 62
63
64 65