OEF icon

iShares S&P 100 ETF

756 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.99%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B
Name Holding Trade Value Shares
Change
Shares
Change %
XF
301
XML Financial
Maryland
$1.2M -$1.32K -5 -0.1%
DAS
302
Dynamic Advisor Solutions
Arizona
$1.2M +$80.6K +305 +7%
KWM
303
Kingsview Wealth Management
Oregon
$1.19M +$101K +384 +9%
WFS
304
WealthGarden F.S.
California
$1.19M +$1.19M +4,513 New
CAM
305
Councilmark Asset Management
Tennessee
$1.18M
SWM
306
Spire Wealth Management
Virginia
$1.18M -$33K -125 -3%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$1.17M -$74.8K -275 -6%
TPI
308
Trust Point Inc
Wisconsin
$1.16M +$5.55K +21 +0.5%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$19.8K +75 +2%
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$1.15M
LWM
311
Liberty Wealth Management
California
$1.15M +$988K +33,691 +625%
QCM
312
Quantinno Capital Management
New York
$1.15M +$1.15M +4,334 New
FG
313
Fiduciary Group
Georgia
$1.14M -$13.2K -50 -1%
VP
314
Verum Partners
North Carolina
$1.14M -$89.3K -338 -7%
FM
315
Family Management
New York
$1.14M +$4.23K +16 +0.4%
QPWM
316
Quadrant Private Wealth Management
Pennsylvania
$1.13M +$106K +400 +10%
UFF
317
USA Financial Formulas
Michigan
$1.13M -$164K -621 -13%
CM
318
Columbus Macro
Pennsylvania
$1.12M
FWP
319
Firethorn Wealth Partners
Georgia
$1.12M -$48.6K -184 -4%
MA
320
Mezzasalma Advisors
New Jersey
$1.12M +$1.12M +4,248 New
AAS
321
Ameritas Advisory Services
Nebraska
$1.11M +$173K +655 +18%
SCM
322
SOL Capital Management
Maryland
$1.11M
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$1.08M
AI
324
Atria Investments
North Carolina
$1.07M -$200K -756 -16%
HBWM
325
Hollow Brook Wealth Management
New York
$1.05M -$26.4K -100 -2%