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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 %
WLPWM
326
Walled Lake Planning & Wealth Management
Illinois
$1.93M +$1.08K +4 +0.1%
MA
327
Montag & Associates
Georgia
$1.92M – – –
BAM
328
Beaumont Asset Management
Texas
$1.92M – – –
ATPW
329
Ashton Thomas Private Wealth
Arizona
$1.91M -$670K -2,473 -26%
KAS
330
KPP Advisory Services
Kentucky
$1.9M +$74.5K +275 +4%
AR
331
Apeiron RIA
Texas
$1.87M +$1.46M +5,379 +351%
MWA
332
Monograph Wealth Advisors
California
$1.87M +$2.71K +10 +0.1%
KA
333
Klingman & Associates
New York
$1.86M +$39.5K +146 +2%
BAAM
334
Baker Avenue Asset Management
California
$1.85M +$21.1K +78 +1%
RFP
335
RCS Financial Planning
Maryland
$1.85M +$785K +2,899 +74%
SF
336
SWP Financial
California
$1.83M +$1.83M +6,754 New
SPC
337
Sigma Planning Corp
Michigan
$1.81M +$76.9K +284 +4%
CFCI
338
Comprehensive Financial Consultants Institutional
Indiana
$1.8M -$368K -1,360 -17%
PWM
339
Palumbo Wealth Management
New York
$1.79M +$20.3K +75 +1%
KIA
340
KCM Investment Advisors
California
$1.79M +$271 +1 +0%
Lido Advisors
341
Lido Advisors
California
$1.79M +$1.21M +4,479 +212%
EPW
342
Endeavor Private Wealth
Kansas
$1.77M +$1.77M +6,545 New
RSWA
343
Robinson Smith Wealth Advisors
Maine
$1.75M – – –
LF
344
Lantz Financial
Illinois
$1.7M +$1.15M +4,239 +207%
RA
345
RFG Advisory
Alabama
$1.69M +$778K +2,871 +85%
CCFM
346
Clear Creek Financial Management
Washington
$1.68M -$733K -2,705 -30%
WFS
347
WealthGarden F.S.
California
$1.67M +$409K +1,511 +32%
RC
348
Rahlfs Capital
Texas
$1.65M – – –
GVAG
349
Great Valley Advisor Group
Delaware
$1.63M +$76.4K +282 +5%
EWM
350
Evercore Wealth Management
New York
$1.62M -$5.42K -20 -0.3%
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