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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 %
LIA
476
LifePlan Investment Advisors
North Carolina
$742K +$742K +2,738 New
DWM
477
DKM Wealth Management
California
$739K +$46.3K +171 +7%
VWM
478
Venturi Wealth Management
Texas
$732K +$722K +2,666 +7,016%
IIA
479
Integrity Investment Advisors
Colorado
$731K +$731K +2,700 New
TWP
480
Triad Wealth Partners
Kansas
$725K +$725K +2,677 New
PAS
481
PKS Advisory Services
New York
$718K -$159K -587 -18%
VCM
482
Vivaldi Capital Management
Illinois
$716K -$179K -662 -20%
OSAM
483
O'Shaughnessy Asset Management
Connecticut
$715K +$352K +1,300 +97%
BSHC
484
Breed's Hill Capital
Massachusetts
$704K – – –
SCM
485
Schnieders Capital Management
California
$704K -$51.5K -190 -7%
SFA
486
Sequoia Financial Advisors
Ohio
$703K +$75.3K +278 +12%
ITIM
487
Indiana Trust & Investment Management
Indiana
$696K – – –
AMG
488
Asset Management Group
Connecticut
$694K +$812 +3 +0.1%
SC
489
Soundwatch Capital
Connecticut
$693K – – –
FCFC
490
First Citizens Financial Corp
Iowa
$693K +$8.13K +30 +1%
MWM
491
Mission Wealth Management
California
$690K +$1.08K +4 +0.2%
GF
492
Gimbal Financial
Indiana
$690K – – –
ICP
493
Interchange Capital Partners
Pennsylvania
$684K +$684K +2,525 New
RF
494
RHS Financial
California
$672K +$14.9K +55 +2%
APC
495
Aspire Private Capital
North Carolina
$657K +$335K +1,236 +104%
PS
496
Principal Securities
Iowa
$655K – – –
FPW
497
Flagship Private Wealth
Massachusetts
$654K -$14.6K -54 -2%
LSA
498
Lansing Street Advisors
Pennsylvania
$652K +$220K +812 +51%
1IA
499
1834 Investment Advisors
Wisconsin
$652K +$652K +2,406 New
FFN
500
Focus Financial Network
Minnesota
$646K +$323K +1,192 +100%
18 19
20
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