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iShares S&P 100 ETF

939 hedge funds and large institutions have $15.4B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 387 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

76% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 220

28% more capital invested

Capital invested by funds: $12B → $15.4B (+$3.34B)

20% more funds holding in top 10

Funds holding in top 10: 4149 (+8)

5% more funds holding

Funds holding: 891939 (+48)

35% less call options, than puts

Call options by funds: $17.7B | Put options by funds: $27.3B

80.35% less ownership

Funds ownership: 155.11%74.76% (-80%)

Holders
939
Holders Change
+48
Holders Change %
+5.39%
% of All Funds
12.36%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.65%
New
107
Increased
387
Reduced
220
Closed
47
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
D
476
Dentgroup
Louisiana
$1.03M -$13.9K -50 -1%
SFG
477
Sovereign Financial Group
Connecticut
$1.03M +$17.6K +63 +2%
SAM
478
Sequent Asset Management
Texas
$1.02M
WWM
479
Western Wealth Management
Colorado
$1.02M +$70.8K +254 +8%
PWM
480
PBMares Wealth Management
Virginia
$1.01M
AFW
481
Avantra Family Wealth
Pennsylvania
$1,000K +$389K +1,397 +74%
SPI
482
Sutton Place Investors
New York
$983K -$46K -165 -5%
LWA
483
Lantern Wealth Advisors
New York
$974K +$892K +3,201 New
BFA
484
Beacon Financial Advisory
Ohio
$971K +$60.2K +216 +7%
GWP
485
Gen-Wealth Partners
Michigan
$968K +$46.5K +167 +6%
FWCM
486
Ferguson Wellman Capital Management
Oregon
$965K
FFN
487
Focus Financial Network
Minnesota
$965K +$219K +786 +33%
S
488
Sachetta
Massachusetts
$960K -$55.7K -200 -6%
APC
489
Aspire Private Capital
North Carolina
$956K +$199K +714 +29%
VWA
490
VERITY Wealth Advisors
United States
$948K
IA
491
IFG Advisory
Georgia
$930K +$269K +967 +46%
BHBT
492
Burke & Herbert Bank & Trust
Virginia
$930K
DIP
493
DT Investment Partners
Pennsylvania
$913K
SIS
494
Sound Income Strategies
Florida
$882K +$790K +2,836 +4,574%
SFA
495
Sequoia Financial Advisors
Ohio
$870K +$73.6K +264 +10%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$868K -$11.7K -42 -1%
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$867K +$58.2K +209 +8%
AWM
498
Ameliora Wealth Management
Switzerland
$866K
BAM
499
Belpointe Asset Management
Nevada
$864K +$194K +697 +33%
PWM
500
Provident Wealth Management
Tennessee
$857K

OEF Hedge Fund Activity: Q2 2025 in Review

939 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2025, worth a combined $15.4B — up 28% from $12B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new OEF positions and 47 closed out — a net gain of 60 holders — while 387 added to existing stakes and 220 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $498M. The largest seller was Demars Financial Group, cutting an estimated $14.1B.

  • 939 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2025, up from 891 in Q1 2025.
  • Funds reported $15.4B of iShares S&P 100 ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 107 funds opened new iShares S&P 100 ETF positions in Q2 2025 and 47 closed out, a net change of +60 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $498M added.
  • The largest iShares S&P 100 ETF seller in Q2 2025 was Demars Financial Group, an estimated $14.1B sold.

Based on aggregated 13F filings for Q2 2025.