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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 %
AAS
376
Ameritas Advisory Services
Nebraska
$871K +$455K +1,941 +109%
USCWA
377
U.S. Capital Wealth Advisors
Texas
$870K +$498K +2,227 +134%
NCM
378
Northside Capital Management
Oregon
$869K +$869K +3,889 New
GWMR
379
GC Wealth Management RIA
Massachusetts
$866K +$866K +3,878 New
PFS
380
Prospera Financial Services
Texas
$843K -$10.3K -46 -1%
CCM
381
Coldstream Capital Management
Washington
$842K +$57K +255 +7%
ECM
382
Evergreen Capital Management
Washington
$838K
MWM
383
Mosley Wealth Management
California
$831K +$831K +3,720 New
LNC
384
Lincoln National Corp
Pennsylvania
$827K +$553K +2,474 +202%
AF
385
Apexium Financial
Texas
$823K
SPC
386
Sigma Planning Corp
Michigan
$821K -$231K -1,035 -22%
BBA
387
BLB&B Advisors
Pennsylvania
$821K -$34.6K -155 -4%
FM
388
Family Management
New York
$815K +$525K +2,351 +181%
LWA
389
LWS Wealth Advisors
New Jersey
$813K -$13.6K -61 -2%
PO
390
Private Ocean
California
$811K +$223 +1 +0%
CWM
391
Concentric Wealth Management
California
$804K
CAM
392
Concorde Asset Management
Michigan
$803K +$803K +3,784 New
EL
393
EQ LLC
Washington
$797K +$299K +1,338 +60%
GWP
394
Gateway Wealth Partners
Wisconsin
$796K +$796K +3,564 New
IC
395
Iconiq Capital
California
$796K +$2.68K +12 +0.3%
OLA
396
Oliver Luxxe Assets
New Jersey
$786K -$45.3K -203 -5%
RA
397
Rational Advisors
New York
$777K -$1.47M -6,594 -65%
PWM
398
PBMares Wealth Management
Virginia
$777K
SF
399
Synovus Financial
Georgia
$771K +$7.82K +35 +1%
CCA
400
Checchi Capital Advisers
California
$768K