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iShares S&P 100 ETF

756 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.99%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
601
SigFig Wealth Management
California
$229K +$229K +868 New
GPFA
602
Game Plan Financial Advisors
Ohio
$228K -$6.61K -25 -3%
RJT
603
Raymond James Trust
Florida
$227K -$110K -416 -33%
EW
604
Enzi Wealth
Texas
$227K -$5.17K -19 -2%
EFS
605
Essex Financial Services
Connecticut
$227K
MSAM
606
Moloney Securities Asset Management
Missouri
$224K
CG
607
Caprock Group
Idaho
$223K +$3.44K +13 +2%
WA
608
WBH Advisory
Maryland
$220K -$2.38K -9 -1%
AWA
609
Aaron Wealth Advisors
Illinois
$219K
BB
610
Bell Bank
North Dakota
$217K
MIG
611
McGuire Investment Group
Rhode Island
$217K
AWE
612
Avidian Wealth Enterprises
Texas
$217K +$217K +820 New
BAM
613
Byrne Asset Management
New Jersey
$217K -$203K -820 Closed
WG
614
Welch Group
Alabama
$217K
SCM
615
Sheridan Capital Management
California
$216K
SIA
616
Soltis Investment Advisors
Utah
$216K +$216K +816 New
O3W
617
Omni 360 Wealth
New Jersey
$215K -$86.2K -326 -29%
KWA
618
Kingswood Wealth Advisors
California
$214K +$214K +810 New
LL
619
LWMG LLC
Minnesota
$213K +$213K +808 New
HB
620
HTLF Bank
Colorado
$213K +$213K +807 New
VPWA
621
Vestia Personal Wealth Advisors
Indiana
$213K +$213K +805 New
HI
622
Harbour Investments
Wisconsin
$212K -$17.7K -67 -8%
WRM
623
Weybosset Research & Management
Rhode Island
$211K +$211K +800 New
S
624
Sunpointe
Missouri
$211K +$211K +797 New
CWC
625
Carolinas Wealth Consulting
North Carolina
$211K +$528 +2 +0.3%