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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 %
FPW
401
Flagship Private Wealth
Massachusetts
$675K +$1.06K +4 +0.2%
MWM
402
Mission Wealth Management
California
$665K -$12.4K -47 -2%
CWS
403
Confluence Wealth Services
Pennsylvania
$654K -$44.4K -168 -6%
FCFC
404
First Citizens Financial Corp
Iowa
$647K +$91.7K +347 +17%
HC
405
Hourglass Capital
Texas
$633K
MGIA
406
Matthew Goff Investment Advisor
Texas
$626K
GC
407
Grimes & Company
Massachusetts
$626K +$2.64K +10 +0.4%
SWP
408
ShoreHaven Wealth Partners
New Jersey
$623K -$25.4K -96 -4%
WP
409
WealthShield Partners
North Carolina
$622K -$16.4K -62 -3%
HCMG
410
Howard Capital Management Group
California
$620K
CWM
411
Chemistry Wealth Management
New York
$616K
MIS
412
Morningstar Investment Services
Illinois
$610K +$70.5K +265 +13%
BC
413
Bricktown Capital
Michigan
$606K -$10.8M -40,706 -95%
D
414
Dentgroup
Louisiana
$604K +$264 +1 +0%
DC
415
Davenport & Co
Virginia
$601K +$336K +1,272 +127%
SL
416
Salomon & Ludwin
Virginia
$597K
PS
417
Principal Securities
Iowa
$595K +$64.8K +245 +12%
BWM
418
Baron Wealth Management
Michigan
$591K
EL
419
EQ LLC
Washington
$591K -$26.4K -100 -4%
TCA
420
Trifecta Capital Advisors
Illinois
$589K
CAC
421
Certified Advisory Corp
Florida
$589K +$28K +106 +5%
NAMM
422
NorthStar Asset Management (Massachusetts)
Massachusetts
$588K -$62.9K -238 -10%
PGA
423
Portland Global Advisors
Maine
$579K -$5.82K -22 -1%
PWM
424
Paulson Wealth Management
Illinois
$578K
WCG
425
Weaver Consulting Group
California
$575K