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iShares S&P 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TF
451
Theory Financial
Colorado
$885K -$26K -96 -3%
FWCM
452
Ferguson Wellman Capital Management
Oregon
$859K -$271 -1 -0%
UFF
453
USA Financial Formulas
Michigan
$856K -$80.7K -298 -9%
BBA
454
Braun-Bostich & Associates
Pennsylvania
$854K +$854K +3,155 New
VWA
455
VERITY Wealth Advisors
United States
$843K
WIA
456
World Investment Advisors
California
$843K +$461K +1,701 +120%
First Trust Advisors
457
First Trust Advisors
Illinois
$840K +$83.4K +308 +11%
WWM
458
Western Wealth Management
Colorado
$836K -$271 -1 -0%
BHBT
459
Burke & Herbert Bank & Trust
Virginia
$827K -$8.94K -33 -1%
GWP
460
Gen-Wealth Partners
Michigan
$817K +$224K +827 +38%
BBA
461
BLB&B Advisors
Pennsylvania
$815K
TCA
462
Transcend Capital Advisors
New Jersey
$815K +$295K +1,091 +57%
DIP
463
DT Investment Partners
Pennsylvania
$812K
AWM
464
Alterna Wealth Management
Texas
$811K +$811K +2,996 New
SWP
465
Summit Wealth Partners
Florida
$808K +$490K +1,808 +154%
BFA
466
Beacon Financial Advisory
Ohio
$806K +$173K +640 +27%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$783K +$411K +1,518 +110%
PCA
468
Prosperity Capital Advisors
Ohio
$779K -$162K -596 -17%
AWM
469
Ameliora Wealth Management
Switzerland
$771K +$214K +792 +39%
PWM
470
Provident Wealth Management
Tennessee
$763K
NGA
471
Naples Global Advisors
Florida
$758K -$5.42K -20 -0.7%
GRA
472
Golden Road Advisors
Florida
$749K
AWA
473
Arkadios Wealth Advisors
Georgia
$745K +$260K +959 +54%
ECAM
474
East Coast Asset Management
Massachusetts
$744K
CA
475
CoreCap Advisors
Michigan
$743K +$666K +2,460 +866%