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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 %
FG
351
Fiduciary Group
Georgia
$990K +$338K +1,513 +52%
PWMAG
352
Pinnacle Wealth Management Advisory Group
New Jersey
$979K +$19K +85 +2%
Kovitz Investment Group Partners
353
Kovitz Investment Group Partners
Illinois
$972K -$386K -1,728 -28%
BBWP
354
Beacon Bridge Wealth Partners
Pennsylvania
$972K +$972K +4,351 New
SOS
355
Silver Oak Securities
Tennessee
$967K +$967K +4,329 New
WB
356
Webster Bank
Connecticut
$955K +$23K +103 +2%
D
357
Dentgroup
Louisiana
$954K -$1.45M -6,482 -60%
SAW
358
Signal Advisors Wealth
Michigan
$948K +$948K +4,243 New
VCM
359
Vivaldi Capital Management
Illinois
$943K -$43.8K -186 -4%
TCA
360
Transcend Capital Advisors
New Jersey
$942K +$942K +4,216 New
EWA
361
EverSource Wealth Advisors
Alabama
$930K +$237K +1,060 +34%
MIA
362
MMBG Investment Advisors
Florida
$919K -$97.2K -435 -10%
SHGA
363
Sand Hill Global Advisors
California
$919K
MCCA
364
Mill Creek Capital Advisors
Pennsylvania
$916K -$29K -130 -3%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$915K +$69.5K +311 +8%
SCM
366
SOL Capital Management
Maryland
$913K
HCMT
367
Highland Capital Management (Tennessee)
Tennessee
$912K
HBWM
368
Hollow Brook Wealth Management
New York
$909K
Bessemer Group
369
Bessemer Group
New Jersey
$897K
SPI
370
Sutton Place Investors
New York
$890K +$391K +1,749 +78%
EWA
371
EP Wealth Advisors
California
$884K +$7.6K +34 +0.9%
MWM
372
Maripau Wealth Management
Indiana
$882K +$882K +3,947 New
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$878K +$558K +2,496 +174%
VWM
374
Venturi Wealth Management
Texas
$873K +$873K +3,907 New
CAM
375
CPA Asset Management
Florida
$871K -$80.9K -362 -8%