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iShares S&P 100 ETF

939 hedge funds and large institutions have $15.4B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 387 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 47

76% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 220

28% more capital invested

Capital invested by funds: $12B → $15.4B (+$3.34B)

20% more funds holding in top 10

Funds holding in top 10: 4149 (+8)

5% more funds holding

Funds holding: 891939 (+48)

35% less call options, than puts

Call options by funds: $17.7B | Put options by funds: $27.3B

80.35% less ownership

Funds ownership: 155.11%74.76% (-80%)

Holders
939
Holders Change
+48
Holders Change %
+5.39%
% of All Funds
12.36%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.65%
New
107
Increased
387
Reduced
220
Closed
47
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$14.8M +$6.26M +22,462 +85%
AA
102
Ancora Advisors
Ohio
$14.6M -$5.01K -18 -0%
MWA
103
Meridian Wealth Advisors
Texas
$14.4M +$13.2M +47,395 New
CCB
104
Country Club Bank
Missouri
$14.2M -$276K -990 -2%
PAG
105
Private Advisor Group
New Jersey
$14M +$2.36M +8,460 +22%
Creative Planning
106
Creative Planning
Kansas
$14M +$456K +1,636 +4%
CSWG
107
Cardinal Strategic Wealth Guidance
Kentucky
$13.7M +$2.56M +9,193 +26%
REMPR
108
Roof Eidam Maycock Peralta (REMP)
California
$13.7M -$515K -1,849 -4%
FTWA
109
Fifth Third Wealth Advisors
Ohio
$13.6M +$10.4M +37,246 +491%
RSWM
110
Robertson Stephens Wealth Management
California
$13.6M +$1.29M +4,639 +12%
HighTower Advisors
111
HighTower Advisors
Illinois
$13.5M +$750K +2,692 +6%
ACA
112
Affinity Capital Advisors
California
$13.5M +$824K +2,958 +7%
WA
113
Waverly Advisors
Alabama
$13.3M -$25.6K -92 -0.2%
SHIM
114
Stone House Investment Management
Pennsylvania
$13.2M +$3.97M +14,264 +49%
IWM
115
IHT Wealth Management
Illinois
$13.2M +$2.77M +9,951 +30%
SW
116
SteelPeak Wealth
California
$13.2M +$4.48M +16,066 +59%
CWS
117
Cypress Wealth Services
California
$12.8M +$1.94M +6,965 +20%
Corient Private Wealth
118
Corient Private Wealth
Florida
$12.8M -$9.26M -33,239 -44%
HFA
119
High Falls Advisors
New York
$12.7M +$2.96M +10,629 +34%
WA
120
Wealth Alliance
New York
$12.6M +$1.81M +6,480 +19%
KFS
121
Kelly Financial Services
Massachusetts
$12.5M +$2.73M +9,797 +31%
MC
122
McMorgan & Co
California
$12.5M -$110K -395 -1%
FFA
123
Farther Finance Advisors
California
$12.1M -$195K -701 -2%
RIM
124
Redwood Investment Management
Arizona
$12.1M -$347K -1,247 -3%
CIC
125
Carnegie Investment Counsel
Ohio
$12M +$266K +955 +2%

OEF Hedge Fund Activity: Q2 2025 in Review

939 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2025, worth a combined $15.4B — up 28% from $12B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new OEF positions and 47 closed out — a net gain of 60 holders — while 387 added to existing stakes and 220 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $498M. The largest seller was Demars Financial Group, cutting an estimated $14.1B.

  • 939 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2025, up from 891 in Q1 2025.
  • Funds reported $15.4B of iShares S&P 100 ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 107 funds opened new iShares S&P 100 ETF positions in Q2 2025 and 47 closed out, a net change of +60 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $498M added.
  • The largest iShares S&P 100 ETF seller in Q2 2025 was Demars Financial Group, an estimated $14.1B sold.

Based on aggregated 13F filings for Q2 2025.