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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 %
VIM
601
Vista Investment Management
Pennsylvania
$235K
MIM
602
Marco Investment Management
Georgia
$235K
WE
603
Wealth Effects
Massachusetts
$234K +$234K +1,048 New
RZH
604
Relyea Zuckerberg Hanson
Connecticut
$234K
AL
605
ADE LLC
Maryland
$233K
LIM
606
Leavell Investment Management
Alabama
$233K
SFI
607
SPC Financial Inc
Maryland
$232K
BFS
608
Bradley Foster & Sargent
Connecticut
$232K -$11.8K -53 -5%
MAM
609
Madison Asset Management
Wisconsin
$232K
WPW
610
Watershed Private Wealth
Illinois
$230K +$230K +1,030 New
JCM
611
Jacobi Capital Management
Pennsylvania
$229K
SF
612
Schaeffer Financial
Maryland
$228K +$228K +1,022 New
TCM
613
Traynor Capital Management
Pennsylvania
$228K +$4.69K +21 +2%
SAM
614
Silvercrest Asset Management
New York
$228K
MCC
615
Money Concepts Capital
Florida
$228K +$228K +1,019 New
CTA
616
Colonial Trust Advisors
South Carolina
$227K
ACM
617
Advisors Capital Management
New Jersey
$227K +$227K +1,018 New
CFGA
618
Cambridge Financial Group (Arizona)
Arizona
$226K +$226K +1,012 New
ADL
619
Asset Dedication LLC
California
$226K
EL
620
EWA LLC
Pennsylvania
$225K +$225K +957 New
UWPG
621
Ullmann Wealth Partners Group
Florida
$223K
BC
622
Bricktown Capital
Michigan
$223K
WS
623
Wedbush Securities
California
$222K +$222K +993 New
MSFS
624
Main Street Financial Solutions
Pennsylvania
$216K +$216K +969 New
TTWM
625
TCV Trust & Wealth Management
Virginia
$216K +$216K +965 New