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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 %
SWP
451
ShoreHaven Wealth Partners
New Jersey
$552K +$48.3K +216 +10%
NAMM
452
NorthStar Asset Management (Massachusetts)
Massachusetts
$550K -$7.6K -34 -1%
MCM
453
MAI Capital Management
Ohio
$548K +$116K +518 +27%
W
454
WPWealth
Texas
$548K -$8.04K -36 -1%
AWP
455
Abacus Wealth Partners
California
$535K
HC
456
Hourglass Capital
Texas
$535K -$11.2K -50 -2%
CWM
457
Chemistry Wealth Management
New York
$534K -$10.1K -45 -2%
MWM
458
Mission Wealth Management
California
$534K +$3.13K +14 +0.6%
FCP
459
Fidelis Capital Partners
Florida
$531K +$531K +2,378 New
MGIA
460
Matthew Goff Investment Advisor
Texas
$529K
GC
461
Grimes & Company
Massachusetts
$525K -$26.4K -118 -5%
CFD
462
Creative Financial Designs
Indiana
$525K +$473K +2,117 +909%
BTI
463
Blue Trust Inc
Georgia
$524K +$4.81K +24 +0.9%
PS
464
Principal Securities
Iowa
$524K +$524K +2,345 New
HCMG
465
Howard Capital Management Group
California
$524K +$524K +2,345 New
Betterment LLC
466
Betterment LLC
New York
$514K +$514K +2,300 New
TRCT
467
Tower Research Capital (TRC)
New York
$513K +$156K +699 +44%
DAS
468
Dynamic Advisor Solutions
Arizona
$503K +$56.8K +258 +13%
1WM
469
1900 Wealth Management
Texas
$502K -$2.99M -13,400 -86%
BWM
470
Baron Wealth Management
Michigan
$500K
TCA
471
Trifecta Capital Advisors
Illinois
$498K
PGA
472
Portland Global Advisors
Maine
$494K
SW
473
SkyOak Wealth
Michigan
$493K -$670 -3 -0.1%
LFAS
474
Level Four Advisory Services
Texas
$492K -$21.7K -97 -4%
PWM
475
Paulson Wealth Management
Illinois
$489K -$31.1K -139 -6%