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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
AWA
376
Arete Wealth Advisors
Illinois
$1.87M +$119K +426 +7%
KWM
377
Kingsview Wealth Management
Oregon
$1.86M +$76.1K +273 +5%
SWM
378
Scissortail Wealth Management
Oklahoma
$1.86M -$2.95M -10,573 -63%
RC
379
Rahlfs Capital
Texas
$1.86M
BMM
380
Berkshire Money Management
Massachusetts
$1.82M +$536K +1,924 +47%
GVAG
381
Great Valley Advisor Group
Delaware
$1.82M -$10K -36 -0.6%
EWM
382
Evercore Wealth Management
New York
$1.82M -$8.36K -30 -0.5%
Brown Advisory
383
Brown Advisory
Maryland
$1.81M +$13.1K +47 +0.8%
SWM
384
Spire Wealth Management
Virginia
$1.78M +$307K +1,101 +23%
MCCP
385
Mission Creek Capital Partners
California
$1.76M -$2.23K -8 -0.1%
HP
386
Holistic Planning
Texas
$1.75M +$140K +502 +10%
First Trust Advisors
387
First Trust Advisors
Illinois
$1.75M +$734K +2,633 +85%
FAIM
388
Financial Advocates Investment Management
Washington
$1.73M -$850K -3,051 -35%
ATC
389
Adirondack Trust Company
New York
$1.69M +$44.6K +160 +3%
JWA
390
JFS Wealth Advisors
Pennsylvania
$1.68M -$80K -287 -5%
WB
391
Webster Bank
Connecticut
$1.68M +$13.9K +50 +0.9%
PA
392
Pinnacle Associates
New York
$1.68M -$16.7K -60 -1%
BWMG
393
Barnes Wealth Management Group
California
$1.67M +$354K +1,269 +30%
BPA
394
Beacon Pointe Advisors
California
$1.66M -$14.5K -52 -0.9%
BEI
395
Benjamin Edwards Inc
Missouri
$1.64M +$280K +1,006 +23%
BW
396
Blalock Williams
Alabama
$1.64M +$319K +1,144 +27%
FIM
397
Freedom Investment Management
Connecticut
$1.57M +$157K +564 +12%
PCIA
398
Prime Capital Investment Advisors
Kansas
$1.55M -$138K -497 -9%
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$1.55M +$19.5K +70 +1%
RIG
400
RiverFront Investment Group
Virginia
$1.54M +$25.9K +93 +2%

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.