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iShares S&P 100 ETF
OEF

Overview Fund Activity

879 hedge funds and large institutions have $11.9B invested in iShares S&P 100 ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 330 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+29
Holders Change %
+3.41%
% of All Funds
11.94%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.56%
New
103
Increased
330
Reduced
220
Closed
55
Calls
$15.7B
Puts
$25.8B
Net Calls
-$10.1B
Net Calls Change
+$1.38B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$926M
2
LPL Financial
LPL Financial
California
+$272M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$166M
5
Bank of America
Bank of America
North Carolina
+$123M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$53.4M
2
VC
Vicus Capital
Pennsylvania
-$20.5M
3
Wells Fargo
Wells Fargo
California
-$19.9M
4
FPF
First Pacific Financial
Washington
-$19.3M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
401
Gateway Wealth Partners
Wisconsin
$1.18M +$1.18M +4,342 New
BJL
402
Brighton Jones LLC
Washington
$1.17M +$219K +810 +23%
SP
403
Stonebrook Private
Michigan
$1.17M +$42.2K +156 +4%
CC
404
Copperleaf Capital
North Carolina
$1.17M +$1.17M +4,310 New
SSWM
405
Strait & Sound Wealth Management
California
$1.16M +$530K +1,957 +85%
XF
406
XML Financial
Maryland
$1.15M -$81.8K -302 -7%
PWMAG
407
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$84K +310 +8%
BWMG
408
Barnes Wealth Management Group
California
$1.14M +$920K +3,398 +418%
PWM
409
Prosperity Wealth Management
California
$1.12M -$743K -2,745 -40%
RWP
410
RWA Wealth Partners
Massachusetts
$1.12M -$848K -3,132 -43%
GF
411
Gries Financial
Ohio
$1.11M -$1.94M -7,179 -64%
MWP
412
Madison Wealth Partners
Wisconsin
$1.11M -$11.9K -44 -1%
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$1.11M – – –
FHA
414
Flagship Harbor Advisors
Massachusetts
$1.11M +$751K +2,774 +212%
BMM
415
Berkshire Money Management
Massachusetts
$1.1M -$94.2K -348 -8%
NCM
416
Northside Capital Management
Oregon
$1.1M +$46.8K +173 +4%
VP
417
Verum Partners
North Carolina
$1.09M -$71K -262 -6%
CAM
418
CPA Asset Management
Florida
$1.06M – – –
GWMR
419
GC Wealth Management RIA
Massachusetts
$1.05M -$1.08K -4 -0.1%
SMC
420
Smith, Moore & Co
Missouri
$1.05M +$67.2K +248 +7%
USCWA
421
U.S. Capital Wealth Advisors
Texas
$1.04M +$122K +450 +13%
DAS
422
Diversify Advisory Services
Utah
$1.03M +$111K +413 +12%
SWP
423
Stratos Wealth Partners
Ohio
$1.03M -$10.8K -40 -1%
EL
424
EQ LLC
Washington
$1.03M +$478K +1,765 +87%
EWA
425
EverSource Wealth Advisors
Alabama
$1.03M +$147K +542 +17%
15 16
17
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