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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 %
LWA
1851
Lifelong Wealth Advisors
Minnesota
$3.25M +$3.25M +5,523 New
IIM
1852
Ipswich Investment Management
Massachusetts
$3.25M +$73.6K +125 +2%
SCM
1853
Schnieders Capital Management
California
$3.25M +$5.89K +10 +0.2%
VPIM
1854
Vanguard Personalized Indexing Management
California
$3.24M +$390K +663 +14%
WIM
1855
WealthPlan Investment Management
Nebraska
$3.23M +$239K +406 +8%
ECA
1856
Elevated Capital Advisors
Utah
$3.23M -$1.12M -1,906 -26%
SVWAG
1857
Sound View Wealth Advisors Group
Georgia
$3.22M -$54.7K -93 -2%
HFS
1858
Hughes Financial Services
Virginia
$3.21M +$3.21M +5,458 New
PA
1859
Procyon Advisors
Connecticut
$3.18M +$27.7K +47 +0.9%
RFA
1860
Resurgent Financial Advisors
Georgia
$3.18M -$96.6K -164 -3%
CL
1861
CVFG LLC
Indiana
$3.17M +$3.17M +5,393 New
CNBT
1862
Canandaigua National Bank & Trust
New York
$3.17M +$118K +200 +4%
CFA
1863
CWS Financial Advisors
Michigan
$3.17M -$15.9K -27 -0.5%
AAP
1864
Arax Advisory Partners
Colorado
$3.17M +$1.66M +2,821 +110%
CFMC
1865
Curbstone Financial Management Corp
New Hampshire
$3.16M +$58.9K +100 +2%
DACG
1866
Donor Advised Charitable Giving
California
$3.15M +$1.01M +1,722 +47%
BWA
1867
BlueSky Wealth Advisors
North Carolina
$3.14M -$1.12M -1,895 -26%
WLPWM
1868
Walled Lake Planning & Wealth Management
Illinois
$3.14M +$105K +178 +3%
AIA
1869
Arcadia Investment Advisors
Idaho
$3.14M -$155K -263 -5%
VWM
1870
Valley Wealth Managers
New Jersey
$3.14M -$426K -723 -12%
GFPC
1871
Global Financial Private Client
Florida
$3.13M -$71.2K -121 -2%
CFSG
1872
Community Financial Services Group
Vermont
$3.13M -$6.23M -10,576 -67%
TDWM
1873
Topel & Distasi Wealth Management
California
$3.12M -$194K -330 -6%
SFWA
1874
Summit Financial Wealth Advisors
Louisiana
$3.12M -$1.8K -3 -0.1%
ATWA
1875
Arbor Trust Wealth Advisors
Michigan
$3.11M -$115K -195 -4%
73 74
75
76 77