OEF icon

iShares S&P 100 ETF

755 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 225 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+193
Holders Change %
+34.34%
% of All Funds
11.07%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
225
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 %
OIA
26
OneDigital Investment Advisors
Kansas
$52M +$38.7M +173,093 +289%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$49.8M +$46.6M +208,598 +1,436%
Two Sigma Investments
28
Two Sigma Investments
New York
$46.4M +$22.1M +99,100 +91%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$46.3M +$26.9M +120,343 +139%
CWA
30
CM Wealth Advisors
Ohio
$44.9M -$1.53M -6,834 -3%
Mariner
31
Mariner
Kansas
$41.4M +$5.85M +26,169 +16%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$41.3M +$3.79M +16,906 +10%
AM
33
AGF Management
Ontario, Canada
$40.4M -$2.9M -13,000 -7%
S
34
SignatureFD
Georgia
$39.6M -$1.13M -5,075 -3%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$36.7M +$45.1K +202 +0.1%
DFG
36
Demars Financial Group
Washington
$36.6M +$36.6M +163,883 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$35.3M +$8.95M +40,064 +34%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$34.9M +$28.5M +127,561 +448%
UCFA
39
United Capital Financial Advisors
Texas
$33.4M +$24.7M +110,485 +283%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$31.1M +$2.53M +11,312 +9%
DWM
41
Dakota Wealth Management
Florida
$29.8M +$4.26M +19,074 +17%
SFG
42
SNS Financial Group
Minnesota
$29.1M +$344K +1,542 +1%
DWT
43
Dorsey & Whitney Trust
South Dakota
$27.9M +$3.48M +15,559 +14%
AC
44
Abbrea Capital
California
$27.5M +$688K +3,081 +3%
SPIA
45
Steward Partners Investment Advisory
New York
$26.6M +$3.14M +14,052 +13%
FPF
46
First Pacific Financial
Washington
$26.6M -$630K -2,821 -2%
JC
47
JB Capital
Connecticut
$25.7M +$25.7M +115,131 New
VC
48
Vicus Capital
Pennsylvania
$25.5M -$744K -3,330 -3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$25.4M +$24.2M +108,496 +2,019%
Stifel Financial
50
Stifel Financial
Missouri
$25.4M +$17.6M +78,610 +224%