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iShares S&P 100 ETF

756 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 226 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+194
Holders Change %
+34.52%
% of All Funds
11.08%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
226
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 %
AWMS
101
Advocacy Wealth Management Services
Georgia
$9.45M +$9.45M +42,301 New
CSWG
102
Cardinal Strategic Wealth Guidance
Kentucky
$9.1M +$8.14M +36,453 +850%
GA
103
Geller Advisors
New York
$9.02M +$6.7K +30 +0.1%
AWP
104
Avid Wealth Partners
Texas
$8.95M +$8.95M +40,065 New
IRC
105
Investors Research Corp
Georgia
$8.91M +$285K +1,276 +3%
AIA
106
Arcadia Investment Advisors
Idaho
$8.89M +$1.25M +5,612 +16%
PCA
107
Prosperity Capital Advisors
Ohio
$8.62M +$8.62M +38,602 New
WCA
108
Waypoint Capital Advisors
Minnesota
$8.47M +$32.4K +145 +0.4%
LA
109
Legacy Advisors
Pennsylvania
$8.39M -$531K -2,375 -6%
Creative Planning
110
Creative Planning
Kansas
$8.34M +$283K +1,269 +4%
MFG
111
Merit Financial Group
Georgia
$8.31M +$6M +26,873 +261%
JWM
112
Jackson Wealth Management
Florida
$8.3M +$4.85M +21,727 +141%
SWM
113
Segment Wealth Management
Texas
$8.21M
CW
114
CreativeOne Wealth
Kansas
$8.16M +$7.92M +35,463 +3,352%
CWS
115
Cypress Wealth Services
California
$8.07M +$4.59M +20,530 +131%
AWM
116
Atticus Wealth Management
Florida
$8M +$103K +459 +1%
HFA
117
High Falls Advisors
New York
$7.76M +$7.26M +32,520 +1,474%
Prudential Financial
118
Prudential Financial
New Jersey
$7.72M +$7.72M +34,542 New
WA
119
Wealth Alliance
New York
$7.71M +$3.83M +17,133 +98%
SAMT
120
Select Asset Management & Trust
Pennsylvania
$7.63M +$7.63M +34,136 New
CCM
121
Canal Capital Management
Virginia
$7.62M -$212K -950 -3%
PAG
122
Private Advisor Group
New Jersey
$7.61M +$2.56M +11,459 +51%
RBC
123
Roble Belko & Company
Pennsylvania
$7.52M -$31.1K -139 -0.4%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$7.23M +$6.89M +30,837 +2,012%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$7.23M +$5.64M +25,252 +355%