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iShares S&P 100 ETF

939 hedge funds and large institutions have $15.4B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 387 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

76% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 220

28% more capital invested

Capital invested by funds: $12B → $15.4B (+$3.34B)

20% more funds holding in top 10

Funds holding in top 10: 4149 (+8)

5% more funds holding

Funds holding: 891939 (+48)

35% less call options, than puts

Call options by funds: $17.7B | Put options by funds: $27.3B

80.35% less ownership

Funds ownership: 155.11%74.76% (-80%)

Holders
939
Holders Change
+48
Holders Change %
+5.39%
% of All Funds
12.36%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.65%
New
107
Increased
387
Reduced
220
Closed
47
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
326
Sheets Smith Wealth Management
North Carolina
$2.52M +$1.38M +4,960 +149%
JSL
327
JT Stratford LLC
Georgia
$2.5M -$17.8K -64 -0.8%
CICC
328
Capital Investment Counsel (Colorado)
Colorado
$2.5M -$1.89M -6,797 -45%
NAS
329
NWF Advisory Services
California
$2.47M -$120K -431 -5%
RFP
330
RCS Financial Planning
Maryland
$2.45M +$334K +1,200 +18%
SAM
331
Synergy Asset Management
Washington
$2.42M +$2.22M +7,962 New
AFS
332
Access Financial Services
Minnesota
$2.41M +$137K +490 +7%
UOTTAIMCU
333
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.41M
KAS
334
KPP Advisory Services
Kentucky
$2.38M +$223K +801 +11%
OAS
335
Optivise Advisory Services
Tennessee
$2.37M +$40.4K +145 +2%
SWM
336
Stark Wealth Management
Pennsylvania
$2.37M +$2.28M +8,200 New
TRIA
337
Trail Ridge Investment Advisors
Colorado
$2.35M
DWA
338
Dougherty Wealth Advisers
Minnesota
$2.35M
SPAS
339
Spectrum Planning & Advisory Services
California
$2.3M +$2.11M +7,559 New
ANTB
340
AMG National Trust Bank
Colorado
$2.3M +$16.4K +59 +0.8%
WFS
341
WealthGarden F.S.
California
$2.29M +$312K +1,121 +18%
DAS
342
Dynamic Advisor Solutions
Arizona
$2.28M -$101K -362 -5%
SFM
343
Signet Financial Management
New Jersey
$2.27M +$563K +2,020 +37%
TIM
344
Tortoise Investment Management
New York
$2.27M -$15.6K -56 -0.7%
PCA
345
Pallas Capital Advisors
Massachusetts
$2.26M -$324K -1,162 -14%
VT
346
Vise Technologies
New York
$2.26M +$2.07M +7,419 New
EL
347
EWA LLC
Pennsylvania
$2.23M +$768K +2,758 +60%
Bessemer Group
348
Bessemer Group
New Jersey
$2.21M
WIA
349
Wealthedge Investment Advisors
New York
$2.2M -$21.2K -76 -1%
MWM
350
Meridian Wealth Management
Kentucky
$2.2M -$604K -2,168 -23%

OEF Hedge Fund Activity: Q2 2025 in Review

939 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2025, worth a combined $15.4B — up 28% from $12B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new OEF positions and 47 closed out — a net gain of 60 holders — while 387 added to existing stakes and 220 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $498M. The largest seller was Demars Financial Group, cutting an estimated $14.1B.

  • 939 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2025, up from 891 in Q1 2025.
  • Funds reported $15.4B of iShares S&P 100 ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 107 funds opened new iShares S&P 100 ETF positions in Q2 2025 and 47 closed out, a net change of +60 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $498M added.
  • The largest iShares S&P 100 ETF seller in Q2 2025 was Demars Financial Group, an estimated $14.1B sold.

Based on aggregated 13F filings for Q2 2025.