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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 %
CWP
701
Concord Wealth Partners
Virginia
$32.2K
SS
702
Sunbelt Securities
Texas
$31.1K +$31.1K +139 New
TFA
703
Toth Financial Advisory
Virginia
$28.4K +$223 +1 +0.8%
SWM
704
Sugarloaf Wealth Management
Georgia
$27.3K +$224 +1 +0.8%
SWA
705
SOA Wealth Advisors
New York
$23.7K
POIA
706
Pin Oak Investment Advisors
Texas
$23K
OA
707
Operose Advisors
Wisconsin
$22.3K
UB
708
UMB Bank
Missouri
$20.3K
TFM
709
TFC Financial Management
Massachusetts
$20.1K
SMA
710
Sage Mountain Advisors
Georgia
$20.1K
TC
711
Trust Company
Kansas
$19.4K
PA
712
Pineridge Advisors
Missouri
$19.4K +$19.4K +87 New
GI
713
GAMMA Investing
California
$19.4K +$19.4K +85 New
ANBT
714
American National Bank & Trust
Texas
$18.8K
CAM
715
Creekmur Asset Management
Illinois
$18.5K +$18.5K +83 New
EWM
716
Evermay Wealth Management
Virginia
$17.2K
WIM
717
Westside Investment Management
California
$17K
QCG
718
Quadrant Capital Group
Ohio
$17K
HIA
719
Harbor Investment Advisory
Maryland
$16.5K +$16.5K +74 New
ACA
720
Aptus Capital Advisors
Alabama
$16.3K -$71K -318 -81%
CFB
721
Cullen/Frost Bankers
Texas
$16.2K -$19.7K -88 -55%
IPW
722
Impact Partnership Wealth
Georgia
$15.9K +$15.9K +71 New
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$14.8K +$14.8K +66 New
AIM
724
Anchor Investment Management
South Carolina
$14.3K
FWA
725
FSC Wealth Advisors
New York
$14.3K