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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 %
BFIM
576
Beese Fulmer Investment Management
Ohio
$270K
AFC
577
AFT Forsyth & Company
Florida
$270K
SWP
578
Summit Wealth Partners
Florida
$270K +$28.4K +127 +12%
MOS
579
MGO One Seven
Ohio
$270K +$270K +1,208 New
LIA
580
LifePlan Investment Advisors
North Carolina
$270K +$270K +1,207 New
SFA
581
Sequoia Financial Advisors
Ohio
$268K +$223 +1 +0.1%
PS
582
Planned Solutions
California
$266K
NEPWA
583
New England Private Wealth Advisors
Massachusetts
$266K +$894 +4 +0.3%
AWM
584
Able Wealth Management
New Jersey
$265K +$265K +1,186 New
SS
585
Simplicity Solutions
Minnesota
$261K
BFG
586
Bleakley Financial Group
New Jersey
$261K
IWM
587
IHT Wealth Management
Illinois
$259K -$7.59K -34 -3%
SDWMA
588
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K +$258K +1,156 New
RFA
589
Resurgent Financial Advisors
Georgia
$252K +$252K +1,129 New
BW
590
BIP Wealth
Georgia
$250K
OL
591
Optas LLC
Texas
$248K
OFG
592
Oxford Financial Group
Indiana
$245K +$38K +170 +18%
SC
593
Savant Capital
Illinois
$245K -$27.3K -122 -10%
BHPW
594
Beverly Hills Private Wealth
California
$245K +$245K +1,095 New
CCG
595
Catalina Capital Group
California
$244K +$244K +1,093 New
CWM
596
Chronos Wealth Management
Florida
$241K
P
597
&Partners
Tennessee
$240K +$240K +1,090 New
SIC
598
Sterling Investment Counsel
New York
$240K
HA
599
Hanover Advisors
South Carolina
$239K +$239K +1,068 New
IAIM
600
International Assets Investment Management
Florida
$235K +$235K +1,054 New