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iShares S&P 100 ETF
OEF

Overview Fund Activity

918 hedge funds and large institutions have $15.2B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 379 increasing their positions, 217 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+39
Holders Change %
+4.44%
% of All Funds
12.3%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.66%
New
103
Increased
379
Reduced
217
Closed
45
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$544M
2
LPL Financial
LPL Financial
California
+$268M
3
PAS
Park Avenue Securities
New York
+$171M
4
Morgan Stanley
Morgan Stanley
New York
+$82.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$82.5M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$15.4B
2
SWP
Sagespring Wealth Partners
Tennessee
-$57.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.6M
4
AWM
Altus Wealth Management
Kentucky
-$34.5M
5
IC
IEQ Capital
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
351
RFG Advisory
Alabama
$2.09M +$192K +630 +10%
KA
352
Klingman & Associates
New York
$2.09M – – –
GWP
353
Gateway Wealth Partners
Wisconsin
$2.06M +$743K +2,442 +56%
PWM
354
Palumbo Wealth Management
New York
$2.05M +$38K +125 +2%
MA
355
Montag & Associates
Georgia
$2.03M -$134K -440 -6%
Lido Advisors
356
Lido Advisors
California
$2.03M +$19.2K +63 +1%
OCG
357
Opus Capital Group
Ohio
$2.03M +$2.03M +6,657 New
KIA
358
KCM Investment Advisors
California
$2.01M +$304 +1 +0%
FF
359
Finley Financial
Nevada
$2.01M -$408K -1,340 -17%
FWP
360
Firethorn Wealth Partners
Georgia
$1.99M +$176K +577 +10%
RSWA
361
Robinson Smith Wealth Advisors
Maine
$1.97M – – –
B
362
Bailard
California
$1.97M -$1.43M -4,714 -42%
BAAM
363
Baker Avenue Asset Management
California
$1.96M -$118K -388 -6%
BBA
364
Braun-Bostich & Associates
Pennsylvania
$1.96M +$998K +3,280 +104%
CFCI
365
Comprehensive Financial Consultants Institutional
Indiana
$1.94M -$86.4K -284 -4%
CAG
366
Curtis Advisory Group
California
$1.92M +$1.92M +6,321 New
RWS
367
Retirement Wealth Solutions
Wisconsin
$1.92M +$423K +1,391 +28%
LI
368
LVZ Inc
Michigan
$1.89M +$1.89M +6,209 New
BFS
369
BridgePort Financial Solutions
Iowa
$1.88M +$393K +1,290 +26%
AWA
370
Arete Wealth Advisors
Illinois
$1.87M +$130K +426 +7%
KWM
371
Kingsview Wealth Management
Oregon
$1.86M +$83.1K +273 +5%
SWM
372
Scissortail Wealth Management
Oklahoma
$1.86M -$3.22M -10,573 -63%
RC
373
Rahlfs Capital
Texas
$1.86M – – –
BMM
374
Berkshire Money Management
Massachusetts
$1.82M +$586K +1,924 +47%
GVAG
375
Great Valley Advisor Group
Delaware
$1.82M -$11K -36 -0.6%
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15
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