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iShares S&P 100 ETF

939 hedge funds and large institutions have $15.4B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 387 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

76% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 220

28% more capital invested

Capital invested by funds: $12B → $15.4B (+$3.34B)

20% more funds holding in top 10

Funds holding in top 10: 4149 (+8)

5% more funds holding

Funds holding: 891939 (+48)

35% less call options, than puts

Call options by funds: $17.7B | Put options by funds: $27.3B

80.35% less ownership

Funds ownership: 155.11%74.76% (-80%)

Holders
939
Holders Change
+48
Holders Change %
+5.39%
% of All Funds
12.36%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.65%
New
107
Increased
387
Reduced
220
Closed
47
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
KG
251
Kilter Group
New York
$4.31M -$66.3K -238 -2%
RW
252
Ridgeline Wealth
Arizona
$4.31M -$584K -2,096 -13%
QWP
253
Quotient Wealth Partners
Texas
$4.27M -$399K -1,433 -9%
CAM
254
Cobblestone Asset Management
Virginia
$4.23M +$1.08M +3,890 +39%
NW
255
NewEdge Wealth
Pennsylvania
$4.21M +$1.39K +5 +0%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$4.16M +$838K +3,008 +28%
BP
257
BBR Partners
New York
$4.09M
CWM
258
Certus Wealth Management
California
$4.05M +$738K +2,648 +25%
SWM
259
SigFig Wealth Management
California
$4.02M +$1.1M +3,955 +42%
IFG
260
Independent Financial Group
California
$4M +$2.69M +9,656 +278%
PWS
261
Peloton Wealth Strategists
Indiana
$4M +$79.4K +285 +2%
DIA
262
Dana Investment Advisors
Wisconsin
$3.93M +$874K +3,137 +32%
CL
263
Choreo LLC
Illinois
$3.88M -$2.48M -8,897 -41%
TVM
264
True Vision MN
Minnesota
$3.85M +$1.14M +4,086 +48%
EFG
265
Ehrlich Financial Group
California
$3.82M +$1.21M +4,335 +53%
SIM
266
Synergy Investment Management
Florida
$3.82M +$1.3M +4,651 +59%
HPC
267
HM Payson & Co
Maine
$3.82M -$34.8K -125 -1%
HCA
268
Heck Capital Advisors
Wisconsin
$3.82M +$3.06M +10,994 +711%
SVWG
269
Shared Vision Wealth Group
United States
$3.8M +$485K +1,742 +17%
MWPCG
270
Measured Wealth Private Client Group
New Hampshire
$3.75M -$21.5K -77 -0.6%
SCA
271
St. Clair Advisors
Ohio
$3.73M -$167K -600 -5%
RCA
272
Runnymede Capital Advisors
Ohio
$3.62M
5W
273
5T Wealth
California
$3.57M +$558K +2,001 +21%
OWCM
274
One Wealth Capital Management
Arizona
$3.54M +$728K +2,613 +29%
TA
275
TFG Advisers
Michigan
$3.53M +$3.9K +14 +0.1%

OEF Hedge Fund Activity: Q2 2025 in Review

939 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2025, worth a combined $15.4B — up 28% from $12B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new OEF positions and 47 closed out — a net gain of 60 holders — while 387 added to existing stakes and 220 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $498M. The largest seller was Demars Financial Group, cutting an estimated $14.1B.

  • 939 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2025, up from 891 in Q1 2025.
  • Funds reported $15.4B of iShares S&P 100 ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 107 funds opened new iShares S&P 100 ETF positions in Q2 2025 and 47 closed out, a net change of +60 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $498M added.
  • The largest iShares S&P 100 ETF seller in Q2 2025 was Demars Financial Group, an estimated $14.1B sold.

Based on aggregated 13F filings for Q2 2025.