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iShares S&P 100 ETF
OEF

858 hedge funds and large institutions have $9.75B invested in iShares S&P 100 ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 252 increasing their positions, 242 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 44

95.38% more ownership

Funds ownership: 69.9% → 165.28% (+95%)

18% more funds holding in top 10

Funds holding in top 10: 40 → 47 (+7)

9% more funds holding

Funds holding: 789 → 858 (+69)

6% more capital invested

Capital invested by funds: $9.2B → $9.75B (+$550M)

4% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 242

41% less call options, than puts

Call options by funds: $16.9B | Put options by funds: $28.4B

Holders
858
Holders Change
+69
Holders Change %
+8.75%
% of All Funds
11.3%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.62%
New
129
Increased
252
Reduced
242
Closed
44
Calls
$16.9B
Puts
$28.4B
Net Calls
-$11.5B
Net Calls Change
+$305M

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$14.5B
2
QFA
Quantum Financial Advisors
California
+$62.2M
3
Two Sigma Investments
Two Sigma Investments
New York
+$47.5M
4
Morgan Stanley
Morgan Stanley
New York
+$44.8M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$38.7M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$307M
2
IAIM
International Assets Investment Management
Florida
-$107M
3
SIC
Sigma Investment Counselors
Michigan
-$33.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$20.5M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
Truvestments Capital
Florida
$2.6K +$2.57K +9 New
MWA
852
Medallion Wealth Advisors
Connecticut
$2.17K +$2.29K +8 New
MHR
853
Matthew Hamilton Rosenberg
$1.73K – – –
KIG
854
Kessler Investment Group
Indiana
$1.44K – – –
DRP
855
Decker Retirement Planning
Utah
$1.44K +$1.43K +5 New
ME
856
McIlrath & Eck
Washington
$1.44K +$1.43K +5 New
CJ
857
Caitlin John
Michigan
$1.16K – – –
VWWMG
858
Vermillion & White Wealth Management Group
Pennsylvania
$1.16K – – –
NRWA
859
North Ridge Wealth Advisors
Oregon
$867 +$858 +3 New
NS
860
NBC Securities
Alabama
$665 -$573K -2,002 -100%
Russell Investments Group
861
Russell Investments Group
United Kingdom
$578 – – –
SIC
862
Sigma Investment Counselors
Michigan
– -$33.4M -1,417,510 Closed
Two Sigma Advisers
863
Two Sigma Advisers
New York
– -$13.2M -47,800 Closed
PL
864
Polianta Ltd
Jersey
– -$7.31M -26,400 Closed
SPA
865
Sentinel Pension Advisors
Massachusetts
– -$2.51M -9,055 Closed
Prudential Financial
866
Prudential Financial
New Jersey
– -$2.43M -8,786 Closed
HGERS
867
Householder Group Estate & Retirement Specialist
Arizona
– -$1.84M -6,656 Closed
FTUS
868
Flow Traders U.S.
New York
– -$1.04M -3,744 Closed
AHB
869
Abner Herrman & Brock
New Jersey
– -$1.03M -3,708 Closed
MIS
870
Morningstar Investment Services
Illinois
– -$775K -2,816 Closed
AFP
871
Alpha Financial Partners
Kentucky
– -$742K -2,679 Closed
PCS
872
Personal CFO Solutions
New Jersey
– -$627K -2,266 Closed
Squarepoint
873
Squarepoint
New York
– -$583K -2,108 Closed
LFAS
874
Level Four Advisory Services
Texas
– -$554K -2,013 Closed
B
875
Bellecapital
Switzerland
– -$552K -1,996 Closed
33 34
35
36 37

OEF Hedge Fund Activity: Q4 2024 in Review

858 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2024, worth a combined $9.75B — up 6% from $9.2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new OEF positions and 44 closed out — a net gain of 85 holders — while 252 added to existing stakes and 242 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $14.5B. The largest seller was Cresset Asset Management, cutting an estimated $307M.

  • 858 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2024, up from 789 in Q3 2024.
  • Funds reported $9.75B of iShares S&P 100 ETF stock for Q4 2024, up 6% quarter-over-quarter.
  • 129 funds opened new iShares S&P 100 ETF positions in Q4 2024 and 44 closed out, a net change of +85 holders.
  • The largest iShares S&P 100 ETF buyer in Q4 2024 was Demars Financial Group, an estimated $14.5B added.
  • The largest iShares S&P 100 ETF seller in Q4 2024 was Cresset Asset Management, an estimated $307M sold.

Based on aggregated 13F filings for Q4 2024.