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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 %
LWA
101
Lineweaver Wealth Advisors
Ohio
$12.7M +$208K +765 +2%
TWM
102
TSA Wealth Management
Texas
$12.6M +$3.33M +12,284 +36%
MA
103
MONECO Advisors
Connecticut
$12.5M -$5.04M -18,622 -29%
OBWG
104
Onyx Bridge Wealth Group
New York
$12.2M +$12.2M +45,023 New
AI
105
Atria Investments
North Carolina
$12M +$11M +40,621 +1,102%
Creative Planning
106
Creative Planning
Kansas
$12M +$1.52M +5,627 +15%
WA
107
Waverly Advisors
Alabama
$11.9M -$226K -833 -2%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$11.5M +$6M +21,615 +110%
HighTower Advisors
109
HighTower Advisors
Illinois
$11.3M +$384K +1,418 +4%
MC
110
McMorgan & Co
California
$11.2M +$5.19M +19,154 +86%
RIM
111
Redwood Investment Management
Arizona
$11.1M -$405K -1,495 -4%
FFA
112
Farther Finance Advisors
California
$11M +$6.97M +25,665 +172%
RSWM
113
Robertson Stephens Wealth Management
California
$10.8M +$827K +3,054 +8%
ACA
114
Affinity Capital Advisors
California
$10.7M +$1.41M +5,430 +15%
Fisher Asset Management
115
Fisher Asset Management
Washington
$10.3M -$6.23M -23,004 -38%
FPF
116
First Pacific Financial
Washington
$10.2M -$19.3M -71,163 -65%
PAG
117
Private Advisor Group
New Jersey
$10.2M +$3.47M +12,822 +52%
AIA
118
Arcadia Investment Advisors
Idaho
$10.1M -$329K -1,216 -3%
CSWG
119
Cardinal Strategic Wealth Guidance
Kentucky
$9.72M +$3.89M +14,354 +67%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$9.68M -$937K -3,460 -9%
CWS
121
Cypress Wealth Services
California
$9.48M +$3.64M +13,449 +62%
SHJ
122
Sharkey, Howes & Javer
Colorado
$9.47M +$9.47M +34,951 New
WA
123
Wealth Alliance
New York
$9.43M +$5.02M +18,543 +114%
CIC
124
Carnegie Investment Counsel
Ohio
$9.4M -$189K -774 -2%
CA
125
Continuum Advisory
Idaho
$9.33M -$40.6K -150 -0.4%
3 4
5
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