OEF icon

iShares S&P 100 ETF

756 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 226 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+194
Holders Change %
+34.52%
% of All Funds
11.08%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
226
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 %
WIC
501
Willis Investment Counsel
Georgia
$411K -$1.56K -7 -0.4%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$410K +$357K +1,597 +674%
GT
503
Glenview Trust
Kentucky
$409K -$37.3K -167 -8%
EWA
504
Evolution Wealth Advisors
Florida
$407K
BCM
505
Brookstone Capital Management
Illinois
$404K +$22.8K +102 +6%
BBPWM
506
Blue Bell Private Wealth Management
Pennsylvania
$400K
O3W
507
Omni 360 Wealth
New Jersey
$397K +$397K +1,778 New
APC
508
Aspire Private Capital
North Carolina
$393K +$393K +1,759 New
DP
509
Dearborn Partners
Illinois
$390K +$26.3K +55 +7%
TFS
510
Thoroughbred Financial Services
Tennessee
$385K
TCWA
511
Turtle Creek Wealth Advisors
Texas
$383K +$383K +1,714 New
AIM
512
Aspen Investment Management
Michigan
$380K
WT
513
Whittier Trust
California
$380K
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$378K
Financial Engines Advisors
515
Financial Engines Advisors
California
$373K +$16.8K +75 +5%
HWM
516
HighMark Wealth Management
Minnesota
$372K -$13.4K -60 -3%
KBFS
517
Kohmann Bosshard Financial Services
Ohio
$367K
UAS
518
United Asset Strategies
New York
$367K
BWM
519
Birchcreek Wealth Management
Ohio
$364K
HPA
520
High Probability Advisors
New York
$360K
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$359K -$5.36K -24 -1%
PTC
522
Private Trust Company
Ohio
$351K +$307K +1,373 +687%
HIM
523
Hanlon Investment Management
New Jersey
$348K +$348K +1,557 New
LAS
524
Lloyd Advisory Services
Georgia
$346K +$346K +1,547 New
PAM
525
Palisade Asset Management
Minnesota
$346K