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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 %
CCM
551
Carlson Capital Management
Minnesota
$313K
WPW
552
Waldron Private Wealth
Pennsylvania
$311K
SHA
553
Seneca House Advisors
Virginia
$308K +$447 +2 +0.1%
BFA
554
Beacon Financial Advisory
Ohio
$308K +$308K +1,377 New
TW
555
TritonPoint Wealth
Maryland
$300K +$300K +1,344 New
WC
556
Waterloo Capital
Texas
$298K +$298K +1,335 New
ST
557
Spinnaker Trust
Maine
$295K
CWA
558
Clearview Wealth Advisors
Oregon
$295K +$295K +1,320 New
CWM
559
Cornerstone Wealth Management
Missouri
$295K +$295K +1,319 New
CC
560
Cannell & Co
New York
$294K +$447 +2 +0.2%
LL
561
LWMG LLC
Minnesota
$292K +$292K +1,309 New
AWMNH
562
Arcadia Wealth Management (New Hampshire)
New Hampshire
$292K +$292K +1,305 New
LFA
563
LGT Financial Advisors
Texas
$290K +$290K +1,300 New
DC
564
Davenport & Co
Virginia
$290K +$290K +1,299 New
FTWA
565
Fifth Third Wealth Advisors
Ohio
$289K +$14.5K +65 +5%
RBC
566
Romano Brothers & Co
Illinois
$286K
MFG
567
Magnus Financial Group
New York
$285K +$285K +1,275 New
TF
568
Tompkins Financial
New York
$285K +$3.8K +17 +1%
EGM
569
Engineers Gate Manager
New York
$285K +$285K +1,274 New
NFG
570
Nations Financial Group
Iowa
$284K +$5.59K +25 +2%
EP
571
Edgestream Partners
New Jersey
$282K +$8.71K +39 +3%
FI
572
FWG Investments
Kentucky
$281K +$281K +1,258 New
SQA
573
Simon Quick Advisors
New Jersey
$278K +$1.79K +8 +0.6%
FRA
574
Frank Rimerman Advisors
California
$274K
BP
575
Ballentine Partners
Massachusetts
$273K