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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 %
PTC
601
Private Trust Company
Ohio
$479K +$159K +522 +50%
OFS
602
Oldfather Financial Services
Nebraska
$478K
CWM
603
Congress Wealth Management
Massachusetts
$477K +$199K +655 +72%
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$475K -$450K
IAN
605
Integrated Advisors Network
Texas
$474K -$913 -3 -0.2%
CSP
606
Cary Street Partners
Virginia
$470K +$16.1K +53 +4%
OFG
607
Oxford Financial Group
Indiana
$470K +$111K +366 +31%
HWM
608
HighMark Wealth Management
Minnesota
$468K
FI
609
FWG Investments
Kentucky
$459K +$459K +1,508 New
BW
610
Balance Wealth
Ohio
$457K -$105K -344 -19%
MPW
611
MA Private Wealth
California
$454K
CS
612
Capital Square
Tennessee
$451K +$86K +280 +24%
OLA
613
Oliver Luxxe Assets
New Jersey
$443K -$118K -389 -21%
PW
614
PUREfi Wealth
Massachusetts
$442K -$210K -690 -32%
AWM
615
Aprio Wealth Management
Georgia
$441K -$2.13K -7 -0.5%
CTWM
616
Cherry Tree Wealth Management
Minnesota
$440K
GLLW
617
Graves Light Lenhart Wealth
Virginia
$439K
CWMK
618
Caliber Wealth Management (Kansas)
Kansas
$439K +$439K +1,441 New
GAM
619
Gould Asset Management
California
$438K
CWA
620
Capital Wealth Alliance
Arizona
$429K
SDWMA
621
Schneider Downs Wealth Management Advisors
Pennsylvania
$425K
NAMM
622
NorthStar Asset Management (Massachusetts)
Massachusetts
$425K -$101K -332 -19%
SWP
623
Semus Wealth Partners
Florida
$425K +$135K +445 +47%
WPW
624
Waldron Private Wealth
Pennsylvania
$424K
OPA
625
Old Port Advisors
Maine
$423K