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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 %
CA
126
Continuum Advisory
Idaho
$7.19M +$238K +1,066 +3%
Cerity Partners
127
Cerity Partners
New York
$7.06M +$5.29M +23,677 +298%
CIC
128
Carnegie Investment Counsel
Ohio
$6.93M +$222K +995 +3%
FIA
129
Foundations Investment Advisors
Arizona
$6.9M +$6.35M +27,443 +1,157%
HGWM
130
Horst & Graben Wealth Management
Oregon
$6.82M +$6.07M +27,153 +800%
AAS
131
Avantax Advisory Services
Texas
$6.82M +$5.47M +24,490 +405%
WBG
132
Wharton Business Group
Pennsylvania
$6.76M -$86K -385 -1%
CAM
133
Carret Asset Management
New York
$6.7M -$182K -816 -3%
KFS
134
Kelly Financial Services
Massachusetts
$6.63M +$4.63M +20,740 +232%
KV
135
Kickstand Ventures
New York
$6.61M +$944K +4,225 +17%
CL
136
Choreo LLC
Illinois
$6.57M +$6.14M +27,475 +1,422%
OAP
137
One Advisory Partners
Kansas
$6.41M +$4.78M +21,390 +292%
SHJ
138
Sharkey, Howes & Javer
Colorado
$6.38M +$6.38M +28,553 New
WWG
139
West Wealth Group
California
$6.31M +$6.31M +28,248 New
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$6.23M +$2.05M +9,156 +49%
WAL
141
W Advisors LLC
Tennessee
$6.23M +$553K +2,477 +10%
KAS
142
Kestra Advisory Services
Texas
$6.21M +$2.17M +9,732 +54%
LWM
143
Liberty Wealth Management
California
$6.02M +$6.02M +26,965 New
ACA
144
Affinity Capital Advisors
California
$5.93M +$4.54M +20,328 +328%
SW
145
SteelPeak Wealth
California
$5.9M +$5.9M +26,422 New
PL
146
Polianta Ltd
Jersey
$5.76M -$2.99M -13,400 -34%
Franklin Resources
147
Franklin Resources
California
$5.76M -$112K -500 -2%
BRWA
148
B. Riley Wealth Advisors
Florida
$5.7M -$1.35M -6,055 -19%
HCM
149
Hollencrest Capital Management
California
$5.62M +$894K +4,000 +19%
MC
150
McMorgan & Co
California
$5.59M +$5.59M +25,022 New