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iShares S&P 100 ETF

756 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.99%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
351
Quotient Wealth Partners
Texas
$947K +$130K +493 +16%
EWA
352
EP Wealth Advisors
California
$930K -$49.4K -187 -5%
RW
353
RVW Wealth
California
$921K +$921K +3,486 New
PWM
354
PBMares Wealth Management
Virginia
$920K
CCM
355
Coldstream Capital Management
Washington
$915K -$34.1K -129 -4%
CCA
356
Checchi Capital Advisers
California
$908K
SWP
357
Stratos Wealth Partners
Ohio
$898K -$16.4K -62 -2%
VCM
358
Vivaldi Capital Management
Illinois
$898K
FAIM
359
Financial Advocates Investment Management
Washington
$897K -$6.31M -23,859 -88%
PCA
360
Prosperity Capital Advisors
Ohio
$893K -$24.1K -91 -3%
WWM
361
Western Wealth Management
Colorado
$893K +$22.5K +85 +3%
PL
362
Plancorp LLC
Missouri
$892K
GRA
363
Golden Road Advisors
Florida
$891K
SW
364
SVB Wealth
Massachusetts
$890K
SAM
365
Sequent Asset Management
Texas
$884K +$35.2K +133 +4%
S
366
Sachetta
Massachusetts
$874K
EWA
367
EverSource Wealth Advisors
Alabama
$858K -$30.8K -116 -3%
BBA
368
BLB&B Advisors
Pennsylvania
$856K -$76.4K -289 -8%
RA
369
RFG Advisory
Alabama
$841K +$49.4K +187 +6%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$838K +$8.19K +31 +1%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$838K +$236K +892 +39%
VWA
372
VERITY Wealth Advisors
United States
$823K
BHBT
373
Burke & Herbert Bank & Trust
Virginia
$816K +$816K +3,088 New
SMC
374
Smith, Moore & Co
Missouri
$813K +$5.29K +20 +0.7%
JWM
375
JPL Wealth Management
Colorado
$797K +$557K +2,109 +232%