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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
CWM
351
Centurion Wealth Management
Virginia
$2.17M +$1.98M +7,114 New
BAM
352
Beaumont Asset Management
Texas
$2.16M
WLPWM
353
Walled Lake Planning & Wealth Management
Illinois
$2.15M -$15.3K -55 -0.8%
ATPW
354
Ashton Thomas Private Wealth
Arizona
$2.13M -$16.7K -60 -0.9%
MWA
355
Monograph Wealth Advisors
California
$2.1M +$2.79K +10 +0.1%
BFG
356
Beacon Financial Group
Texas
$2.1M -$209K -749 -10%
RA
357
RFG Advisory
Alabama
$2.09M +$176K +630 +10%
KA
358
Klingman & Associates
New York
$2.09M
GWP
359
Gateway Wealth Partners
Wisconsin
$2.06M +$680K +2,442 +56%
PWM
360
Palumbo Wealth Management
New York
$2.05M +$34.8K +125 +2%
MA
361
Montag & Associates
Georgia
$2.03M -$123K -440 -6%
Lido Advisors
362
Lido Advisors
California
$2.03M +$17.6K +63 +1%
OCG
363
Opus Capital Group
Ohio
$2.03M +$1.85M +6,657 New
KIA
364
KCM Investment Advisors
California
$2.01M +$279 +1 +0%
FF
365
Finley Financial
Nevada
$2.01M -$373K -1,340 -17%
FWP
366
Firethorn Wealth Partners
Georgia
$1.99M +$161K +577 +10%
RSWA
367
Robinson Smith Wealth Advisors
Maine
$1.97M
B
368
Bailard
California
$1.97M -$1.31M -4,714 -42%
BAAM
369
Baker Avenue Asset Management
California
$1.96M -$108K -388 -6%
BBA
370
Braun-Bostich & Associates
Pennsylvania
$1.96M +$914K +3,280 +104%
CFCI
371
Comprehensive Financial Consultants Institutional
Indiana
$1.94M -$79.1K -284 -4%
CAG
372
Curtis Advisory Group
California
$1.92M +$1.76M +6,321 New
RWS
373
Retirement Wealth Solutions
Wisconsin
$1.92M +$388K +1,391 +28%
LI
374
LVZ Inc
Michigan
$1.89M +$1.73M +6,209 New
BFS
375
BridgePort Financial Solutions
Iowa
$1.88M +$359K +1,290 +26%

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.