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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 %
PFM
2376
Potomac Fund Management
Florida
$1.36M +$1.36M +2,312 New
GA
2377
Greenspring Advisors
Maryland
$1.36M -$79.5K -135 -6%
SCM
2378
Seascape Capital Management
New Hampshire
$1.36M +$1.18K +2 +0.1%
HBS
2379
Howard Bailey Securities
Indiana
$1.35M -$414K -704 -23%
SIC
2380
Samalin Investment Counsel
New York
$1.35M +$708K +1,203 +110%
UFA
2381
Uptown Financial Advisors
Texas
$1.35M +$1.35M +2,292 New
CGL
2382
Clarius Group LLC
Washington
$1.35M -$76K -129 -5%
SSWM
2383
Smith Salley Wealth Management
North Carolina
$1.35M +$416K +707 +45%
NLWP
2384
Next Level Wealth Planning
Idaho
$1.35M +$1.35M +2,285 New
FMTC
2385
Farmers & Merchants Trust Company
California
$1.34M – – –
RA
2386
RoundAngle Advisors
New Jersey
$1.34M +$1.34M +2,277 New
MHB
2387
Midwest Heritage Bank
Iowa
$1.34M -$58.9K -100 -4%
CWA
2388
Crux Wealth Advisors
California
$1.34M +$1.34M +2,275 New
PP
2389
Patron Partners
Texas
$1.34M -$138K -234 -9%
PPC
2390
Pennington Partners & Co
Maryland
$1.33M +$1.33M +2,267 New
CAL
2391
Capital Advisors Ltd
Ohio
$1.33M -$33.6K -57 -2%
VCM
2392
Violich Capital Management
California
$1.33M +$165K +280 +14%
BCM
2393
Brookmont Capital Management
Texas
$1.33M -$254K -432 -16%
ULWM
2394
Upper Left Wealth Management
Florida
$1.33M +$427K +725 +47%
EGWAG
2395
Elwood & Goetz Wealth Advisory Group
Georgia
$1.32M -$121K -206 -8%
RP
2396
Reinhart Partners
Wisconsin
$1.32M – – –
PGWM
2397
Pitti Group Wealth Management
New York
$1.32M -$75.9K -129 -5%
CWMGP
2398
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.32M +$1.18K +2 +0.1%
HNWA
2399
Henrickson Nauta Wealth Advisors
Michigan
$1.32M -$24.7K -42 -2%
DSN
2400
D. Scott Neal
Kentucky
$1.32M +$212K +360 +19%
94 95
96
97 98