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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 %
ACP
76
Aveo Capital Partners
Colorado
$12.5M +$4.74M +21,202 +61%
TWM
77
TSA Wealth Management
Texas
$12.4M +$12.4M +55,596 New
KWM
78
Keebeck Wealth Management
Illinois
$12.4M +$3.96M +17,714 +47%
ZIMP
79
Zimmermann Investment Management & Planning
Pennsylvania
$12.3M +$903K +4,042 +8%
OWA
80
One Wealth Advisors
California
$12.2M +$6.44M +28,835 +112%
CCB
81
Country Club Bank
Missouri
$12.1M -$115K -515 -0.9%
Truist Financial
82
Truist Financial
North Carolina
$11.8M +$7.06M +31,597 +148%
TVAMP
83
Tennessee Valley Asset Management Partners
Tennessee
$11.7M +$11.7M +52,424 New
SYBT
84
Stock Yards Bank & Trust
Kentucky
$11.6M -$139K -623 -1%
AI
85
Atria Investments
North Carolina
$11.6M +$11.6M +52,080 New
QIM
86
Quest Investment Management
Oregon
$11.6M -$24.6K -110 -0.2%
WWM
87
WJ Wealth Management
Arizona
$11.5M -$3.5M -15,661 -23%
HighTower Advisors
88
HighTower Advisors
Illinois
$11.4M +$2.3M +10,341 +25%
IAN
89
Integrated Advisors Network
Texas
$11.3M +$10.9M +48,875 +2,675%
REMPR
90
Roof Eidam Maycock Peralta (REMP)
California
$11.3M +$130K +584 +1%
Northern Trust
91
Northern Trust
Illinois
$11.2M +$5.81K +26 +0.1%
CA
92
Cetera Advisors
Colorado
$11.1M +$7.11M +31,849 +181%
LWA
93
Lineweaver Wealth Advisors
Ohio
$10.6M +$2.95M +13,204 +39%
MGW
94
MB Generational Wealth
Washington
$10.5M +$10.5M +46,913 New
IWA
95
Icon Wealth Advisors
Texas
$10.3M +$10.3M +46,232 New
WFL
96
Wealth Forward LLC
North Dakota
$10.3M +$10.3M +46,076 New
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$10.2M +$10.2M +45,793 New
DA
98
Detalus Advisors
Missouri
$10.2M +$7.91M +35,387 +343%
APW
99
Austin Private Wealth
Texas
$10.2M +$10.2M +45,590 New
FEG
100
Financial Enhancement Group
Indiana
$10.2M +$283K +1,265 +3%