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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 %
MGIA
501
Matthew Goff Investment Advisor
Texas
$642K – – –
FPW
502
Fairvoy Private Wealth
Alabama
$640K +$363K +1,342 +132%
FPCP
503
Fort Point Capital Partners
California
$639K – – –
HCMG
504
Howard Capital Management Group
California
$635K – – –
SWMG
505
Stillwater Wealth Management Group
Florida
$635K +$635K +2,343 New
CWS
506
Confluence Wealth Services
Pennsylvania
$634K -$777K -3,000 -55%
GC
507
Grimes & Company
Massachusetts
$629K -$8.12K -30 -1%
NS
508
NBC Securities
Alabama
$619K +$618K +2,286 +114,300%
KWA
509
Kingswood Wealth Advisors
California
$617K +$190K +703 +45%
SL
510
Salomon & Ludwin
Virginia
$612K – – –
DT
511
Diversified Trust
Tennessee
$610K -$92.1K -340 -13%
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$610K -$11.9K -44 -2%
BWM
513
Baron Wealth Management
Michigan
$606K – – –
TCA
514
Trifecta Capital Advisors
Illinois
$604K – – –
CRI
515
Commonwealth Retirement Investments
Virginia
$598K +$598K +2,209 New
CWM
516
Chemistry Wealth Management
New York
$593K -$37.4K -138 -6%
PWM
517
Paulson Wealth Management
Illinois
$593K – – –
HC
518
Hourglass Capital
Texas
$590K -$43.3K -160 -7%
WCG
519
Weaver Consulting Group
California
$589K – – –
BCM
520
Becker Capital Management
Oregon
$588K +$588K +2,172 New
PGA
521
Portland Global Advisors
Maine
$587K – – –
MFG
522
Magnus Financial Group
New York
$586K +$138K +508 +31%
LFA
523
LGT Financial Advisors
Texas
$582K +$341K +1,257 +141%
PW
524
PUREfi Wealth
Massachusetts
$580K +$580K +2,143 New
WSFS
525
Wilmington Savings Fund Society
Delaware
$580K +$40.6K +150 +8%
19 20
21
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