OEF icon

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 %
MWM
351
Modern Wealth Management
Kansas
$1.61M +$1.61M +5,962 New
FWP
352
Firethorn Wealth Partners
Georgia
$1.61M +$668K +2,466 +71%
Brown Advisory
353
Brown Advisory
Maryland
$1.59M – – –
KWM
354
Kingsview Wealth Management
Oregon
$1.58M -$92.9K -343 -6%
JWA
355
JFS Wealth Advisors
Pennsylvania
$1.58M +$97.5K +360 +7%
MCCP
356
Mission Creek Capital Partners
California
$1.57M -$22.8K -84 -1%
Betterment LLC
357
Betterment LLC
New York
$1.55M -$80.2K -296 -5%
AWA
358
Arete Wealth Advisors
Illinois
$1.55M +$572K +2,110 +59%
PCIA
359
Prime Capital Investment Advisors
Kansas
$1.52M +$109K +404 +8%
PA
360
Pinnacle Associates
New York
$1.51M +$60.9K +225 +4%
DWM
361
Darwin Wealth Management
Florida
$1.51M – – –
BPA
362
Beacon Pointe Advisors
California
$1.5M -$41.2K -152 -3%
WB
363
Webster Bank
Connecticut
$1.48M -$5.42K -20 -0.4%
AAS
364
Ameritas Advisory Services
Nebraska
$1.48M -$7.17K -25 -0.5%
TPWA
365
Twin Peaks Wealth Advisors
California
$1.48M +$1.48M +5,652 New
SFM
366
Signet Financial Management
New Jersey
$1.47M +$754K +2,783 +105%
PFS
367
Prospera Financial Services
Texas
$1.46M +$550K +2,030 +60%
ATC
368
Adirondack Trust Company
New York
$1.46M – – –
WWM
369
WT Wealth Management
Arizona
$1.45M +$1.45M +5,345 New
MFIM
370
Mesirow Financial Investment Management
Illinois
$1.43M +$661K +2,440 +86%
HP
371
Holistic Planning
Texas
$1.42M -$16.5K -61 -1%
GS
372
GTS Securities
New York
$1.42M -$1.43M -5,272 -50%
TIAA Trust, National Association
373
TIAA Trust, National Association
North Carolina
$1.36M -$32.5K -120 -2%
LGWM
374
Litman Gregory Wealth Management
California
$1.35M -$143K -527 -10%
RIG
375
RiverFront Investment Group
Virginia
$1.35M +$616K +2,275 +84%
13 14
15
16 17