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iShares S&P 100 ETF

756 hedge funds and large institutions have $9.48B invested in iShares S&P 100 ETF in 2023 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+194
Holders Change %
+34.52%
% of All Funds
11.08%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
226
Increased
242
Reduced
132
Closed
24
Calls
$29.9B
Puts
$50.8B
Net Calls
-$20.9B
Net Calls Change
-$3.7B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
276
Certus Wealth Management
California
$1.87M +$1.87M +8,354 New
WF
277
Welch & Forbes
Massachusetts
$1.86M
RWP
278
RWA Wealth Partners
Massachusetts
$1.84M
HGERS
279
Householder Group Estate & Retirement Specialist
Arizona
$1.8M -$53.8K -241 -3%
MGIA
280
Moneta Group Investment Advisors
Missouri
$1.78M +$1.78M +7,966 New
RFP
281
RCS Financial Planning
Maryland
$1.77M +$1.23M +5,489 +227%
ATC
282
Argent Trust Co
Tennessee
$1.77M -$926K -4,146 -34%
MWS
283
Maxwell Wealth Strategies
California
$1.75M +$1.75M +7,852 New
CFCI
284
Comprehensive Financial Consultants Institutional
Indiana
$1.73M -$2.68K -12 -0.2%
TVM
285
True Vision MN
Minnesota
$1.72M +$1.72M +7,715 New
BJL
286
Brighton Jones LLC
Washington
$1.7M +$20.6K +92 +1%
BAAM
287
Baker Avenue Asset Management
California
$1.68M +$71.3K +319 +4%
JSL
288
JT Stratford LLC
Georgia
$1.68M +$718K +3,216 +75%
MIS
289
Morningstar Investment Services
Illinois
$1.66M +$1.66M +7,418 New
AFS
290
Access Financial Services
Minnesota
$1.66M
GIA
291
Gladstone Institutional Advisory
Florida
$1.59M +$1.59M +7,131 New
MYIA
292
Mount Yale Investment Advisors
Colorado
$1.58M +$1.58M +7,094 New
BAM
293
Beaumont Asset Management
Texas
$1.58M
FFS
294
Founders Financial Securities
Maryland
$1.56M +$1.56M +6,985 New
WLPWM
295
Walled Lake Planning & Wealth Management
Illinois
$1.56M +$8.94K +40 +0.6%
TWM
296
Tradition Wealth Management
Minnesota
$1.55M +$1.48M +6,637 +2,235%
KIA
297
KCM Investment Advisors
California
$1.53M -$138K -618 -8%
QPWM
298
Quadrant Private Wealth Management
Pennsylvania
$1.53M +$1.29M +5,794 +559%
MWA
299
Monograph Wealth Advisors
California
$1.53M +$6.7K +30 +0.4%
SI
300
Stephens Inc
Arkansas
$1.5M -$217K -972 -13%