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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 %
DIP
376
DT Investment Partners
Pennsylvania
$793K
SSWM
377
Sheets Smith Wealth Management
North Carolina
$783K +$56.8K +215 +8%
NGA
378
Naples Global Advisors
Florida
$772K
Luther King Capital Management (LKCM)
379
Luther King Capital Management (LKCM)
Texas
$752K -$643K
SCM
380
Schnieders Capital Management
California
$737K -$7.4K -28 -1%
OLA
381
Oliver Luxxe Assets
New Jersey
$733K -$66.1K -250 -8%
WANY
382
Wealthspire Advisors (New York)
New York
$733K +$733K +2,772 New
AWM
383
Able Wealth Management
New Jersey
$729K -$168K -636 -19%
ECAM
384
East Coast Asset Management
Massachusetts
$726K
SPI
385
Sutton Place Investors
New York
$726K +$8.46K +32 +1%
Betterment LLC
386
Betterment LLC
New York
$723K +$723K +2,736 New
GRP
387
Global Retirement Partners
California
$713K +$28.5K +108 +4%
PWM
388
Provident Wealth Management
Tennessee
$705K +$132K +500 +23%
TF
389
Theory Financial
Colorado
$704K +$127K +482 +22%
SFM
390
Signet Financial Management
New Jersey
$693K
GF
391
Gimbal Financial
Indiana
$691K
MFIM
392
Mesirow Financial Investment Management
Illinois
$691K
BSHC
393
Breed's Hill Capital
Massachusetts
$687K
AMG
394
Asset Management Group
Connecticut
$684K +$1.06K +4 +0.2%
BTI
395
Blue Trust Inc
Georgia
$679K -$247 -1 -0%
ATPW
396
Ashton Thomas Private Wealth
Arizona
$678K -$1.32K -5 -0.2%
ITIM
397
Indiana Trust & Investment Management
Indiana
$677K
SC
398
Soundwatch Capital
Connecticut
$677K
EFG
399
Ehrlich Financial Group
California
$676K +$142K +537 +27%
CFG
400
Citizens Financial Group
Rhode Island
$676K +$1.32K +5 +0.2%