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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 %
MCCA
426
Mill Creek Capital Advisors
Pennsylvania
$1.02M – – –
ECM
427
Evergreen Capital Management
Washington
$1.02M -$41.2K -152 -4%
SHGA
428
Sand Hill Global Advisors
California
$1.01M -$15.7K -58 -2%
AF
429
Apexium Financial
Texas
$998K – – –
CM
430
Columbus Macro
Pennsylvania
$997K -$156K -575 -14%
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$979K +$13.9K +58 +1%
AIA
432
Accelerate Investment Advisors
California
$975K +$529K +1,953 +119%
SWA
433
Sax Wealth Advisors
New Jersey
$973K +$734K +2,710 +308%
SF
434
Synovus Financial
Georgia
$972K -$9.48K -35 -1%
DC
435
Davenport & Co
Virginia
$965K +$358K +1,323 +59%
FG
436
Fiduciary Group
Georgia
$963K -$83.4K -308 -8%
CPIG
437
Chicago Partners Investment Group
Illinois
$954K +$447K +1,645 +88%
RW
438
RVW Wealth
California
$944K – – –
FW
439
FullCircle Wealth
Texas
$942K +$306K +1,142 +48%
CCA
440
Checchi Capital Advisers
California
$931K – – –
D
441
Dentgroup
Louisiana
$928K +$191K +707 +26%
SPI
442
Sutton Place Investors
New York
$919K +$99.7K +368 +12%
BIG
443
Brooklyn Investment Group
New York
$915K +$901K +3,328 +6,656%
PL
444
Plancorp LLC
Missouri
$914K – – –
SAM
445
Sequent Asset Management
Texas
$912K – – –
S
446
Sachetta
Massachusetts
$909K – – –
SSWM
447
Sheets Smith Wealth Management
North Carolina
$902K -$18.1K -67 -2%
PWM
448
PBMares Wealth Management
Virginia
$896K – – –
SFG
449
Sovereign Financial Group
Connecticut
$896K +$614K +2,267 +218%
TF
450
Tudor Financial
Ohio
$886K -$24.4K -90 -3%
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18
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