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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 %
SPAS
326
Spectrum Planning & Advisory Services
California
$1.19M +$1.19M +5,348 New
HP
327
Holistic Planning
Texas
$1.18M +$1.18M +5,274 New
UFF
328
USA Financial Formulas
Michigan
$1.14M +$894K +4,000 +356%
KWM
329
Kingsview Wealth Management
Oregon
$1.14M -$655K -2,932 -36%
AWE
330
Avidian Wealth Enterprises
Texas
$1.14M +$1.14M +5,082 New
AHB
331
Abner Herrman & Brock
New Jersey
$1.13M
BPA
332
Beacon Pointe Advisors
California
$1.13M -$4.92K -22 -0.4%
PA
333
PFG Advisors
Arizona
$1.13M +$1.13M +5,050 New
QWP
334
Quotient Wealth Partners
Texas
$1.11M +$1.11M +4,970 New
CA
335
Clearstead Advisors
Ohio
$1.1M -$1.1M -4,942 -50%
CIA
336
Concurrent Investment Advisors
Florida
$1.08M +$1.08M +4,818 New
CWM
337
Cedar Wealth Management
California
$1.07M
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$87.3K +391 +9%
CM
339
Columbus Macro
Pennsylvania
$1.06M
CWP
340
Cyndeo Wealth Partners
Florida
$1.06M +$1.06M +4,743 New
CFO
341
Callan Family Office
Pennsylvania
$1.06M
EFG
342
Ehrlich Financial Group
California
$1.05M +$1.05M +4,707 New
AIM
343
Allen Investment Management
New York
$1.05M -$250K -1,121 -19%
CFMC
344
Curbstone Financial Management Corp
New Hampshire
$1.04M -$44.7K -200 -4%
VP
345
Verum Partners
North Carolina
$1.04M +$5.14K +23 +0.5%
ICG
346
InterOcean Capital Group
Tennessee
$1.02M -$285K -1,278 -22%
XF
347
XML Financial
Maryland
$1.02M -$223 -1 -0%
AIA
348
Alternative Investment Advisors
Florida
$1.01M +$1.01M +4,519 New
CC
349
Copperleaf Capital
North Carolina
$1M +$1M +4,498 New
Squarepoint
350
Squarepoint
New York
$990K +$990K +4,433 New