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iShares S&P 100 ETF
OEF

Overview Fund Activity

879 hedge funds and large institutions have $11.9B invested in iShares S&P 100 ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 330 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+29
Holders Change %
+3.41%
% of All Funds
11.94%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.56%
New
103
Increased
330
Reduced
220
Closed
55
Calls
$15.7B
Puts
$25.8B
Net Calls
-$10.1B
Net Calls Change
+$1.38B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$926M
2
LPL Financial
LPL Financial
California
+$272M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$166M
5
Bank of America
Bank of America
North Carolina
+$123M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$53.4M
2
VC
Vicus Capital
Pennsylvania
-$20.5M
3
Wells Fargo
Wells Fargo
California
-$19.9M
4
FPF
First Pacific Financial
Washington
-$19.3M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
251
Heritage Wealth Advisors
Virginia
$3.19M -$185K -682 -5%
AWM
252
Apollon Wealth Management
South Carolina
$3.18M +$2.84M +10,478 +831%
TA
253
TFG Advisers
Michigan
$3.14M +$62.6K +231 +2%
ML
254
McAdam LLC
Pennsylvania
$3.11M -$302K -1,115 -9%
SL
255
Sentinus LLC
Illinois
$3.09M +$3.09M +11,426 New
WWA
256
WCG Wealth Advisors
Nevada
$3.04M +$3.04M +11,237 New
B
257
Bailard
California
$3.03M -$2.84M -10,495 -48%
CWM
258
Certus Wealth Management
California
$3.02M +$1.68M +5,918 +125%
CNFG
259
Creegan & Nassoura Financial Group
New Hampshire
$3.01M -$2.71K -10 -0.1%
BSG
260
Black Swift Group
Colorado
$2.98M – – –
FS
261
Ferguson Shapiro
Georgia
$2.91M -$104K -385 -3%
PA
262
Parallel Advisors
California
$2.9M -$4.88K -18 -0.2%
Baird Financial Group
263
Baird Financial Group
Wisconsin
$2.89M +$1.55M +5,732 +116%
WP
264
WealthShield Partners
North Carolina
$2.88M +$2.27M +8,372 +373%
SF
265
Summit Financial
New Jersey
$2.87M +$15.7K +58 +0.6%
ACP
266
Aviance Capital Partners
Florida
$2.86M – – –
T
267
Tidemark
California
$2.83M +$2.83M +10,460 New
SVWG
268
Shared Vision Wealth Group
United States
$2.81M +$1.17M +4,318 +71%
PFT
269
Providence First Trust
Arizona
$2.78M -$26.5K -98 -0.9%
BHWM
270
Bay Harbor Wealth Management
Maryland
$2.75M +$2.75M +10,161 New
SWP
271
ShoreHaven Wealth Partners
New Jersey
$2.75M +$1.86M +6,870 +209%
SL
272
SWMG LLC
Texas
$2.73M +$2.73M +10,180 New
CAM
273
Cobblestone Asset Management
Virginia
$2.71M +$2.71M +10,003 New
NWM
274
Nova Wealth Management
Florida
$2.7M +$1.35K +5 +0.1%
PIA
275
Perennial Investment Advisors
California
$2.68M +$2.68M +9,874 New
9 10
11
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