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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 %
KA
301
Klingman & Associates
New York
$1.5M
AF
302
Advisornet Financial
Minnesota
$1.49M +$1.2M +5,368 +409%
Citadel Advisors
303
Citadel Advisors
Florida
$1.48M +$1.48M +6,613 New
LF
304
Lantz Financial
Illinois
$1.47M +$1.02M +4,581 +227%
FRA
305
FFG Retirement Advisors
Colorado
$1.47M +$1.47M +6,592 New
Brown Advisory
306
Brown Advisory
Maryland
$1.46M +$38.9K +174 +3%
RSWA
307
Robinson Smith Wealth Advisors
Maine
$1.45M +$1.45M +6,479 New
PCIA
308
Prime Capital Investment Advisors
Kansas
$1.43M +$234K +1,048 +20%
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.4M +$223 +1 +0%
EWM
310
Evercore Wealth Management
New York
$1.38M
Millennium Management
311
Millennium Management
New York
$1.37M -$705K -3,158 -34%
ATC
312
Adirondack Trust Company
New York
$1.35M
MA
313
Montag & Associates
Georgia
$1.34M -$5.61M -25,117 -81%
PCM
314
Parsons Capital Management
Rhode Island
$1.33M +$209K +936 +19%
CWM
315
Centurion Wealth Management
Virginia
$1.32M +$1.32M +5,920 New
SPA
316
Sentinel Pension Advisors
Massachusetts
$1.32M +$327K +1,465 +33%
MCCP
317
Mission Creek Capital Partners
California
$1.31M +$1.56K +7 +0.1%
PA
318
Pinnacle Associates
New York
$1.31M -$4.47K -20 -0.3%
AG
319
Ascent Group
Virginia
$1.29M -$2.26M -9,480 -64%
LGWM
320
Litman Gregory Wealth Management
California
$1.28M -$17.9K -80 -1%
BFG
321
Beacon Financial Group
Texas
$1.27M +$1.27M +5,684 New
HI
322
Harbour Investments
Wisconsin
$1.23M +$1.22M +5,446 +8,252%
MMA
323
Miracle Mile Advisors
California
$1.22M
SW
324
Simplicity Wealth
New Jersey
$1.2M +$1.2M +5,393 New
AWA
325
Arete Wealth Advisors
Illinois
$1.2M +$296K +1,323 +33%