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iShares S&P 100 ETF
OEF

Overview Fund Activity

879 hedge funds and large institutions have $11.9B invested in iShares S&P 100 ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 330 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+29
Holders Change %
+3.41%
% of All Funds
11.94%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.56%
New
103
Increased
330
Reduced
220
Closed
55
Calls
$15.7B
Puts
$25.8B
Net Calls
-$10.1B
Net Calls Change
+$1.38B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$926M
2
LPL Financial
LPL Financial
California
+$272M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$166M
5
Bank of America
Bank of America
North Carolina
+$123M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$53.4M
2
VC
Vicus Capital
Pennsylvania
-$20.5M
3
Wells Fargo
Wells Fargo
California
-$19.9M
4
FPF
First Pacific Financial
Washington
-$19.3M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
301
Hemington Wealth Management
Virginia
$2.32M – – –
HR
302
Howe & Rusling
New York
$2.26M – – –
JSL
303
JT Stratford LLC
Georgia
$2.24M -$118K -436 -5%
GIA
304
Gladstone Institutional Advisory
Florida
$2.23M +$421K +1,556 +23%
EFG
305
Ehrlich Financial Group
California
$2.23M +$1.49M +5,512 +203%
ATC
306
Argent Trust Co
Tennessee
$2.21M +$99.9K +369 +5%
MG
307
Mather Group
Illinois
$2.16M +$601K +2,220 +39%
UOTTAIMCU
308
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.14M +$2.14M +7,903 New
SIM
309
Synergy Investment Management
Florida
$2.14M +$1.66M +6,145 +350%
FF
310
Finley Financial
Nevada
$2.14M -$37.7K -140 -2%
DAS
311
Dynamic Advisor Solutions
Arizona
$2.13M +$142K +526 +7%
DWA
312
Dougherty Wealth Advisers
Minnesota
$2.09M – – –
SCA
313
Snowden Capital Advisors
New York
$2.07M +$2.07M +7,656 New
OAS
314
Optivise Advisory Services
Tennessee
$2.07M +$171K +633 +9%
BFG
315
Beacon Financial Group
Texas
$2.07M +$401K +1,482 +24%
FTWA
316
Fifth Third Wealth Advisors
Ohio
$2.05M -$98.6K -364 -5%
HPM
317
Hoxton Planning & Management
West Virginia
$2.05M +$1.1M +4,061 +116%
TRIA
318
Trail Ridge Investment Advisors
Colorado
$2.03M – – –
TIM
319
Tortoise Investment Management
New York
$2.03M -$33.9K -125 -2%
ANTB
320
AMG National Trust Bank
Colorado
$2.03M +$2.71K +10 +0.1%
MA
321
Mezzasalma Advisors
New Jersey
$2.02M +$247K +912 +14%
AFS
322
Access Financial Services
Minnesota
$2.01M – – –
CWP
323
Cyndeo Wealth Partners
Florida
$2M +$1.06M +3,912 +112%
WIA
324
Wealthedge Investment Advisors
New York
$1.98M -$16.8K -62 -0.8%
Bessemer Group
325
Bessemer Group
New Jersey
$1.96M +$1.26M +4,650 +179%
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