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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 %
SSWM
426
Sheets Smith Wealth Management
North Carolina
$614K -$22.3K -100 -4%
ECAM
427
East Coast Asset Management
Massachusetts
$613K -$29.7K -133 -5%
FA
428
FDx Advisors
Illinois
$612K +$612K +2,741 New
Citigroup
429
Citigroup
New York
$605K +$6.7K +30 +1%
YIH
430
Y-Intercept (HK)
Hong Kong
$603K +$37.5K +168 +7%
WIA
431
World Investment Advisors
California
$595K +$595K +2,664 New
SFG
432
Sovereign Financial Group
Connecticut
$594K +$594K +2,657 New
CWS
433
Confluence Wealth Services
Pennsylvania
$590K
SFM
434
Signet Financial Management
New Jersey
$585K
Luther King Capital Management (LKCM)
435
Luther King Capital Management (LKCM)
Texas
$581K -$542K
BSHC
436
Breed's Hill Capital
Massachusetts
$581K +$581K +2,600 New
AMG
437
Asset Management Group
Connecticut
$576K +$2.01K +9 +0.4%
TPWA
438
Twin Peaks Wealth Advisors
California
$573K +$573K +2,567 New
CCFM
439
Clear Creek Financial Management
Washington
$573K +$573K +2,565 New
ITIM
440
Indiana Trust & Investment Management
Indiana
$572K
SC
441
Soundwatch Capital
Connecticut
$572K
MFIM
442
Mesirow Financial Investment Management
Illinois
$571K +$571K +2,557 New
VPP
443
Vertex Planning Partners
Illinois
$571K +$571K +2,556 New
GF
444
Gimbal Financial
Indiana
$569K +$569K +2,548 New
CFG
445
Citizens Financial Group
Rhode Island
$568K +$76.4K +342 +16%
CRI
446
Commonwealth Retirement Investments
Virginia
$564K +$564K +2,524 New
TPWA
447
TRUE Private Wealth Advisors
Oregon
$559K +$559K +2,504 New
IA
448
IFG Advisory
Georgia
$559K +$559K +2,500 New
CW
449
Connectus Wealth
Ohio
$558K
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$556K +$234K +1,046 +72%