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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 %
SSWG
1626
Seven Springs Wealth Group
Tennessee
$4.84M -$34.7K -59 -0.7%
MCM
1627
Manchester Capital Management
Vermont
$4.82M – – –
EBA
1628
Eagle Bay Advisors
New York
$4.81M -$1.07M -1,811 -18%
RWA
1629
Redhawk Wealth Advisors
Minnesota
$4.8M -$94.2K -160 -2%
FPTW
1630
Franklin, Parlapiano, Turner & Welch
Texas
$4.79M +$33.6K +57 +0.7%
AFS
1631
Access Financial Services
Minnesota
$4.79M -$5.89K -10 -0.1%
RMAM
1632
Raab & Moskowitz Asset Management
New Jersey
$4.79M -$11.8K -20 -0.2%
SCM
1633
Shorepath Capital Management
Utah
$4.79M -$61.2K -104 -1%
FGA
1634
Fortis Group Advisors
New Jersey
$4.79M +$1.87M +3,185 +64%
FWP
1635
FAS Wealth Partners
Kansas
$4.78M -$4.12K -7 -0.1%
AIA
1636
Accelerate Investment Advisors
California
$4.78M +$490K +833 +11%
SIA
1637
SeaBridge Investment Advisors
New Jersey
$4.77M +$4.77M +8,108 New
NIM
1638
Northeast Investment Management
Massachusetts
$4.77M +$301K +512 +7%
SFO
1639
Stokes Family Office
Louisiana
$4.75M +$44.2K +75 +0.9%
NB
1640
NBT Bank
New York
$4.75M -$152K -258 -3%
EIP
1641
Ellis Investment Partners
Pennsylvania
$4.75M +$103K +175 +2%
MAG
1642
M3 Advisory Group
Massachusetts
$4.75M +$164K +278 +4%
LWL
1643
Leo Wealth LLC
Texas
$4.74M -$37.1K -63 -0.8%
PJSIMP
1644
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.74M -$8.83K -15 -0.2%
SJGA
1645
Stephen J. Garry & Associates
New York
$4.74M -$75.9K -129 -2%
TPWA
1646
TRUE Private Wealth Advisors
Oregon
$4.73M -$3.17M -5,379 -40%
APC
1647
Asset Planning Corporation
Tennessee
$4.72M +$1.18K +2 +0%
HF
1648
HRT Financial
New York
$4.72M +$2.71M +4,609 +135%
LA
1649
Lifeworks Advisors
Michigan
$4.71M -$50.6K -86 -1%
PFWA
1650
Paces Ferry Wealth Advisors
Georgia
$4.7M +$44.7K +76 +1%
64 65
66
67 68