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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 %
TF
401
Theory Financial
Colorado
$762K +$762K +3,412 New
PL
402
Plancorp LLC
Missouri
$754K
S
403
Sachetta
Massachusetts
$749K +$749K +3,355 New
MWP
404
Madison Wealth Partners
Wisconsin
$740K
RW
405
Regimen Wealth
Georgia
$733K +$733K +3,283 New
GRP
406
Global Retirement Partners
California
$731K +$614K +2,735 +521%
GRA
407
Golden Road Advisors
Florida
$730K +$730K +3,268 New
AWM
408
Apollon Wealth Management
South Carolina
$723K +$723K +3,236 New
SAM
409
Sequent Asset Management
Texas
$718K
WP
410
WealthPLAN Partners
Nebraska
$711K +$711K +3,183 New
VWA
411
VERITY Wealth Advisors
United States
$708K +$11.8K +53 +2%
TPI
412
Trust Point Inc
Wisconsin
$705K +$705K +3,155 New
FWCM
413
Ferguson Wellman Capital Management
Oregon
$702K -$5.59K -25 -0.8%
DIP
414
DT Investment Partners
Pennsylvania
$698K +$698K +3,000 New
SFG
415
Summit Financial Group
West Virginia
$691K
NGA
416
Naples Global Advisors
Florida
$657K -$8.94K -40 -1%
SMC
417
Smith, Moore & Co
Missouri
$650K +$73.5K +329 +13%
WEG
418
World Equity Group
Illinois
$647K +$647K +2,896 New
ICP
419
Interchange Capital Partners
Pennsylvania
$645K +$645K +2,880 New
SCM
420
Schnieders Capital Management
California
$643K +$122K +544 +23%
FPW
421
Flagship Private Wealth
Massachusetts
$642K -$8.04K -36 -1%
ATPW
422
Ashton Thomas Private Wealth
Arizona
$640K +$193K +866 +43%
DWA
423
Delap Wealth Advisory
Oregon
$632K +$316K +1,415 +100%
CAL
424
Capital Analysts LLC
Pennsylvania
$624K +$624K +2,792 New
CPL
425
CAP Partners LLC
Tennessee
$615K +$615K +2,752 New