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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 %
CWC
626
Carolinas Wealth Consulting
North Carolina
$214K +$670 +3 +0.3%
CIAS
627
Capital Investment Advisory Services
North Carolina
$213K +$893 +4 +0.4%
GT
628
Greenleaf Trust
Michigan
$212K -$50.3K -225 -19%
CSWM
629
Cassady Schiller Wealth Management
Ohio
$212K
Simplex Trading
630
Simplex Trading
Illinois
$210K +$169K +760 +418%
AUB
631
Atlantic Union Bankshares
Virginia
$209K +$209K +937 New
FCA
632
FLC Capital Advisors
California
$209K +$209K +936 New
VC
633
Veracity Capital
Georgia
$208K +$208K +933 New
MSAM
634
Moloney Securities Asset Management
Missouri
$208K +$208K +931 New
RWM
635
Ritholtz Wealth Management
New York
$207K +$207K +928 New
AWA
636
Aaron Wealth Advisors
Illinois
$207K +$207K +926 New
PSCM
637
Per Stirling Capital Management
Texas
$205K +$205K +917 New
FMC
638
First Merchants Corp
Indiana
$204K +$204K +915 New
MBI
639
May Barnhard Investments
Maryland
$204K +$204K +914 New
LA
640
LexAurum Advisors
Kansas
$204K +$204K +914 New
WA
641
Wealth Architects
California
$201K +$201K +900 New
TSS
642
Thomas Story & Son
Indiana
$201K +$201K +900 New
GC
643
Garde Capital
Washington
$200K
GPFA
644
Game Plan Financial Advisors
Ohio
$198K +$198K +887 New
SIS
645
Sound Income Strategies
Florida
$182K +$182K +816 New
BAM
646
Byrne Asset Management
New Jersey
$179K -$5.6K -25 -3%
OLVIG
647
Oliver Lagore Vanvalin Investment Group
Michigan
$178K +$178K +796 +79,600%
W
648
WealthCollab
Washington
$176K +$176K +787 New
OP
649
ORG Partners
Indiana
$166K +$166K +745 New
CAS
650
Coppell Advisory Solutions
Texas
$161K +$161K +720 New