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iShares S&P 100 ETF

755 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 225 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+193
Holders Change %
+34.34%
% of All Funds
11.07%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
225
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 %
M&T Bank
51
M&T Bank
New York
$25.2M -$193K -865 -0.8%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$22.8M +$22.8M +102,025 New
AWM
53
Altus Wealth Management
Kentucky
$21.8M +$270K +1,208 +1%
AWA
54
Amplius Wealth Advisors
Pennsylvania
$21.1M -$553K -2,474 -3%
FSA
55
Financial Services Advisory
Maryland
$20M +$3.36M +15,056 +20%
WP
56
WealthSource Partners
California
$19.8M +$19.8M +88,720 New
NA
57
NewEdge Advisors
Louisiana
$19.4M +$16.9M +75,125 +668%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$19.3M +$10.1M +45,189 +110%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$10.7M +48,079 +128%
IWC
60
Integrated Wealth Concepts
Massachusetts
$18.7M +$8.32M +37,233 +80%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$18.2M +$10.8M +48,500 +147%
US Bancorp
62
US Bancorp
Minnesota
$18M +$8.63M +38,623 +92%
HTIM
63
Harbour Trust & Investment Management
Indiana
$17.4M +$17.4M +78,022 New
Fisher Asset Management
64
Fisher Asset Management
Washington
$17.4M -$1.19M -5,325 -6%
IA
65
IFP Advisors
Florida
$17.1M +$467K +2,089 +3%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$17M -$137K -613 -0.8%
OCM
67
One Capital Management
California
$16.4M -$706K -3,161 -4%
AWM
68
AE Wealth Management
Kansas
$16.2M +$15.8M +68,293 +4,097%
RJA
69
Raymond James & Associates
Florida
$15.2M +$1.21M +5,407 +9%
CAN
70
Cetera Advisor Networks
California
$14.9M +$13.3M +59,366 +812%
MA
71
MONECO Advisors
Connecticut
$14.2M +$14.2M +63,435 New
BBHC
72
Brown Brothers Harriman & Co
New York
$13.7M
KeyBank National Association
73
KeyBank National Association
Ohio
$13.4M -$245K -1,096 -2%
SFO
74
Stokes Family Office
Louisiana
$13.3M +$13.3M +59,529 New
AWS
75
Atria Wealth Solutions
New York
$13.2M +$11.2M +50,291 +562%