iShares S&P 100 ETF
858 hedge funds and large institutions have $9.75B invested in iShares S&P 100 ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 252 increasing their positions, 242 reducing their positions, and 44 closing their positions.
193% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 44
95.38% more ownership
Funds ownership: 69.9% → 165.28% (+95%)
18% more funds holding in top 10
Funds holding in top 10: 40 → 47 (+7)
9% more funds holding
Funds holding: 789 → 858 (+69)
6% more capital invested
Capital invested by funds: $9.2B → $9.75B (+$550M)
4% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 242
41% less call options, than puts
Call options by funds: $16.9B | Put options by funds: $28.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$14.5B |
| 2 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$62.2M |
| 3 |
Two Sigma Investments
New York
|
+$47.5M |
| 4 |
Morgan Stanley
New York
|
+$44.8M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$307M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$107M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$33.4M |
| 4 |
JP Morgan Chase
New York
|
-$20.5M |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$18.3M |
OEF Hedge Fund Activity: Q4 2024 in Review
858 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2024, worth a combined $9.75B — up 6% from $9.2B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new OEF positions and 44 closed out — a net gain of 85 holders — while 252 added to existing stakes and 242 trimmed.
The largest buyer was Demars Financial Group, adding an estimated $14.5B. The largest seller was Cresset Asset Management, cutting an estimated $307M.
- 858 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2024, up from 789 in Q3 2024.
- Funds reported $9.75B of iShares S&P 100 ETF stock for Q4 2024, up 6% quarter-over-quarter.
- 129 funds opened new iShares S&P 100 ETF positions in Q4 2024 and 44 closed out, a net change of +85 holders.
- The largest iShares S&P 100 ETF buyer in Q4 2024 was Demars Financial Group, an estimated $14.5B added.
- The largest iShares S&P 100 ETF seller in Q4 2024 was Cresset Asset Management, an estimated $307M sold.
Based on aggregated 13F filings for Q4 2024.