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iShares S&P 100 ETF
OEF

Overview Fund Activity

879 hedge funds and large institutions have $11.9B invested in iShares S&P 100 ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 330 increasing their positions, 220 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+29
Holders Change %
+3.41%
% of All Funds
11.94%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.56%
New
103
Increased
330
Reduced
220
Closed
55
Calls
$15.7B
Puts
$25.8B
Net Calls
-$10.1B
Net Calls Change
+$1.38B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$926M
2
LPL Financial
LPL Financial
California
+$272M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$166M
5
Bank of America
Bank of America
North Carolina
+$123M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$53.4M
2
VC
Vicus Capital
Pennsylvania
-$20.5M
3
Wells Fargo
Wells Fargo
California
-$19.9M
4
FPF
First Pacific Financial
Washington
-$19.3M
5
LMIM
Lockheed Martin Investment Management
Maryland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$19M +$4.66M +17,205 +33%
M&T Bank
77
M&T Bank
New York
$18.7M -$1.86M -6,885 -9%
LMIM
78
Lockheed Martin Investment Management
Maryland
$18.4M -$18.3M -67,600 -50%
PP
79
Patten & Patten
Tennessee
$18.2M -$67.7K -250 -0.4%
AAS
80
Avantax Advisory Services
Texas
$16.9M +$7.07M +26,094 +72%
AWP
81
Avid Wealth Partners
Texas
$16.6M +$794K +2,933 +5%
WFL
82
Wealth Forward LLC
North Dakota
$16.5M -$109K -401 -0.7%
DWM
83
Dakota Wealth Management
Florida
$16.3M -$11M -40,576 -40%
AWS
84
Atria Wealth Solutions
New York
$16.2M +$10.4M +38,410 +179%
PCP
85
Panoramic Capital Partners
Oregon
$15M +$218K +905 +1%
KeyBank National Association
86
KeyBank National Association
Ohio
$14.9M -$544K -2,009 -4%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$14.8M +$1.08M +3,973 +8%
KWM
88
Keebeck Wealth Management
Illinois
$14.8M +$2.1M +7,749 +17%
OWA
89
One Wealth Advisors
California
$14.6M +$2.47M +9,124 +20%
BBHC
90
Brown Brothers Harriman & Co
New York
$14.6M -$12.2K -45 -0.1%
JWM
91
Jackson Wealth Management
Florida
$14.5M -$349K -1,290 -2%
MGW
92
MB Generational Wealth
Washington
$14.1M +$150K +553 +1%
IRC
93
Investors Research Corp
Georgia
$13.9M +$895K +3,303 +7%
DA
94
Detalus Advisors
Missouri
$13.7M +$3.75M +13,832 +38%
IWA
95
Icon Wealth Advisors
Texas
$13.3M +$10.1M +37,292 +313%
Northern Trust
96
Northern Trust
Illinois
$13.1M -$144K -533 -1%
AA
97
Ancora Advisors
Ohio
$13M +$619K +2,287 +5%
QIM
98
Quest Investment Management
Oregon
$12.9M +$615K +2,269 +5%
CCB
99
Country Club Bank
Missouri
$12.9M -$660K -2,450 -5%
REMPR
100
Roof Eidam Maycock Peralta (REMP)
California
$12.7M -$374K -1,380 -3%
2 3
4
5 6