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iShares S&P 100 ETF

918 hedge funds and large institutions have $15.2B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 379 increasing their positions, 217 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+39
Holders Change %
+4.44%
% of All Funds
12.3%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.66%
New
103
Increased
379
Reduced
217
Closed
45
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
501
Venturi Wealth Management
Texas
$827K +$4.57K +15 +0.6%
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$827K -$412K -1,355 -33%
TWP
503
Triad Wealth Partners
Kansas
$827K +$12.5K +41 +2%
CA
504
Calton & Associates
Florida
$825K +$365K +1,198 +79%
LFA
505
LGT Financial Advisors
Texas
$820K +$166K +544 +25%
IIA
506
Integrity Investment Advisors
Colorado
$819K -$2.74K -9 -0.3%
PAS
507
PKS Advisory Services
New York
$807K +$304 +1 +0%
PWM
508
Prosperity Wealth Management
California
$800K -$463K -1,520 -37%
FCFC
509
First Citizens Financial Corp
Iowa
$797K +$18.3K +60 +2%
1IA
510
1834 Investment Advisors
Wisconsin
$795K +$62.4K +205 +9%
BSHC
511
Breed's Hill Capital
Massachusetts
$791K
SCM
512
Schnieders Capital Management
California
$791K
VCM
513
Vivaldi Capital Management
Illinois
$788K -$16.4K -54 -2%
GRA
514
Golden Road Advisors
Florida
$783K -$57.8K -190 -7%
ITIM
515
Indiana Trust & Investment Management
Indiana
$782K
UFF
516
USA Financial Formulas
Michigan
$779K -$183K -602 -19%
MWM
517
Mission Wealth Management
California
$777K +$1.22K +4 +0.2%
GF
518
Gimbal Financial
Indiana
$776K
KWA
519
Kingswood Wealth Advisors
California
$758K +$64.5K +212 +9%
EFG
520
Ethos Financial Group
Pennsylvania
$750K -$1.86M -6,109 -71%
CWS
521
Confluence Wealth Services
Pennsylvania
$746K +$1.22K +4 +0.2%
SAM
522
Smartleaf Asset Management
Massachusetts
$735K +$397K +1,309 +118%
DP
523
Dearborn Partners
Illinois
$731K +$127K +205 +21%
DT
524
Diversified Trust
Tennessee
$730K +$44.7K +147 +7%
PAM
525
Palisade Asset Management
Minnesota
$723K +$170K +559 +31%