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iShares S&P 100 ETF
OEF

Overview Fund Activity

917 hedge funds and large institutions have $15.2B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 379 increasing their positions, 217 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+38
Holders Change %
+4.32%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.66%
New
103
Increased
379
Reduced
217
Closed
45
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$544M
2
LPL Financial
LPL Financial
California
+$268M
3
PAS
Park Avenue Securities
New York
+$171M
4
Morgan Stanley
Morgan Stanley
New York
+$82.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$82.5M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$15.4B
2
SWP
Sagespring Wealth Partners
Tennessee
-$57.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.6M
4
AWM
Altus Wealth Management
Kentucky
-$34.5M
5
IC
IEQ Capital
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
251
NewEdge Wealth
Pennsylvania
$4.21M +$1.57K +5 +0%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$4.16M +$915K +3,008 +28%
BP
253
BBR Partners
New York
$4.09M – – –
CWM
254
Certus Wealth Management
California
$4.05M +$806K +2,648 +25%
SWM
255
SigFig Wealth Management
California
$4.02M +$1.2M +3,955 +42%
PWS
256
Peloton Wealth Strategists
Indiana
$4M +$86.7K +285 +2%
DIA
257
Dana Investment Advisors
Wisconsin
$3.93M +$955K +3,137 +32%
CL
258
Choreo LLC
Illinois
$3.88M -$2.71M -8,897 -41%
TVM
259
True Vision MN
Minnesota
$3.85M +$1.24M +4,086 +48%
EFG
260
Ehrlich Financial Group
California
$3.82M +$1.32M +4,335 +53%
SIM
261
Synergy Investment Management
Florida
$3.82M +$1.42M +4,651 +59%
HCA
262
Heck Capital Advisors
Wisconsin
$3.82M +$3.35M +10,994 +711%
SVWG
263
Shared Vision Wealth Group
United States
$3.8M +$546K +1,742 +17%
MWPCG
264
Measured Wealth Private Client Group
New Hampshire
$3.75M -$23.4K -77 -0.6%
SCA
265
St. Clair Advisors
Ohio
$3.73M -$183K -600 -5%
RCA
266
Runnymede Capital Advisors
Ohio
$3.62M – – –
5W
267
5T Wealth
California
$3.57M +$609K +2,001 +21%
OWCM
268
One Wealth Capital Management
Arizona
$3.54M +$795K +2,613 +29%
TA
269
TFG Advisers
Michigan
$3.53M +$4.26K +14 +0.1%
HWA
270
Heritage Wealth Advisors
Virginia
$3.51M -$77K -253 -2%
SCM
271
SOL Capital Management
Maryland
$3.5M +$2.12M +6,960 +153%
WWA
272
WCG Wealth Advisors
Nevada
$3.44M +$19.5K +64 +0.6%
SF
273
SWP Financial
California
$3.36M +$1.31M +4,291 +64%
BSG
274
Black Swift Group
Colorado
$3.35M – – –
PA
275
Parallel Advisors
California
$3.26M – – –
9 10
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