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iShares S&P 100 ETF

891 hedge funds and large institutions have $12B invested in iShares S&P 100 ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 333 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 55

50% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 222

23% more capital invested

Capital invested by funds: $9.75B → $12B (+$2.26B)

4% more funds holding

Funds holding: 858891 (+33)

10.17% less ownership

Funds ownership: 165.28%155.11% (-10%)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

39% less call options, than puts

Call options by funds: $15.7B | Put options by funds: $25.8B

Holders
891
Holders Change
+33
Holders Change %
+3.85%
% of All Funds
11.95%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.55%
New
104
Increased
333
Reduced
222
Closed
55
Calls
$15.7B
Puts
$25.8B
Net Calls
-$10.1B
Net Calls Change
+$1.38B
Name Holding Trade Value Shares
Change
Change in
Stake
EW
726
Enzi Wealth
Texas
$221K
WG
727
Welch Group
Alabama
$221K
MIG
728
McGuire Investment Group
Rhode Island
$218K
CWC
729
Carolinas Wealth Consulting
North Carolina
$217K +$287 +1 +0.1%
GJWM
730
Gilliland Jeter Wealth Management
Arkansas
$217K +$230K +802 New
AFG
731
Atomi Financial Group
New York
$216K -$3.16K -11 -1%
WA
732
WBH Advisory
Maryland
$216K -$4.88K -17 -2%
PSP
733
Pacific Sage Partners
Washington
$215K
WFPG
734
Waller Financial Planning Group
Ohio
$214K +$227K +790 New
W
735
WealthCollab
Washington
$213K
RAG
736
RIA Advisory Group
Iowa
$211K -$5.76M -20,069 -96%
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K
BAM
738
Byrne Asset Management
New Jersey
$209K +$222K +772 New
PNAA
739
Pictet North America Advisors
Switzerland
$207K
FFA
740
First Foundation Advisors
California
$206K +$10.3K +36 +5%
FFWM
741
Future Financial Wealth Management
Ohio
$206K -$48.2K -168 -18%
MWM
742
Modera Wealth Management
New Jersey
$206K
DWP
743
Daymark Wealth Partners
Ohio
$205K +$287 +1 +0.1%
AFA
744
American Financial Advisors
Georgia
$203K +$287 +1 +0.1%
GAG
745
GM Advisory Group
New York
$202K -$19.8K -69 -8%
TAM
746
TCP Asset Management
Ohio
$200K
Barclays
747
Barclays
United Kingdom
$190K
CIAS
748
Capital Investment Advisory Services
North Carolina
$186K +$287 +1 +0.1%
MFT
749
Moisand Fitzgerald Tamayo
Florida
$183K
Deutsche Bank
750
Deutsche Bank
Germany
$175K

OEF Hedge Fund Activity: Q1 2025 in Review

891 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q1 2025, worth a combined $12B — up 23% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OEF positions and 55 closed out — a net gain of 49 holders — while 333 added to existing stakes and 222 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $982M. The largest seller was Cresset Asset Management, cutting an estimated $56.7M.

  • 891 institutional investors held iShares S&P 100 ETF (OEF) as of Q1 2025, up from 858 in Q4 2024.
  • Funds reported $12B of iShares S&P 100 ETF stock for Q1 2025, up 23% quarter-over-quarter.
  • 104 funds opened new iShares S&P 100 ETF positions in Q1 2025 and 55 closed out, a net change of +49 holders.
  • The largest iShares S&P 100 ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $982M added.
  • The largest iShares S&P 100 ETF seller in Q1 2025 was Cresset Asset Management, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2025.