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iShares S&P 100 ETF
OEF

Overview Fund Activity

916 hedge funds and large institutions have $15.2B invested in iShares S&P 100 ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 379 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+37
Holders Change %
+4.21%
% of All Funds
12.28%
Holding in Top 10
49
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.51%
% of All Funds
0.66%
New
103
Increased
379
Reduced
216
Closed
45
Calls
$17.7B
Puts
$27.3B
Net Calls
-$9.62B
Net Calls Change
+$508M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$544M
2
LPL Financial
LPL Financial
California
+$268M
3
PAS
Park Avenue Securities
New York
+$171M
4
Morgan Stanley
Morgan Stanley
New York
+$82.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$82.5M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$15.4B
2
SWP
Sagespring Wealth Partners
Tennessee
-$57.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$36.6M
4
AWM
Altus Wealth Management
Kentucky
-$34.5M
5
IC
IEQ Capital
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
TABR Capital Management
California
$11.7M +$3.93M +12,923 +50%
ECA
127
Elevation Capital Advisory
Oregon
$11.7M +$3.84M +12,625 +49%
AWS
128
Atria Wealth Solutions
New York
$11.7M -$6.55M -21,497 -36%
CA
129
Continuum Advisory
Idaho
$11.4M +$938K +3,083 +9%
FPF
130
First Pacific Financial
Washington
$11.4M -$127K -416 -1%
OAP
131
One Advisory Partners
Kansas
$11.3M +$2.66M +8,519 +31%
KPWS
132
Kestra Private Wealth Services
Texas
$11.2M +$1.83M +6,008 +19%
Marshall Wace
133
Marshall Wace
United Kingdom
$11.2M +$11.2M +36,772 New
JWCA
134
J.W. Cole Advisors
Florida
$11M +$4.01M +13,168 +58%
EWA
135
EP Wealth Advisors
California
$11M +$1.27M +4,176 +13%
MA
136
MONECO Advisors
Connecticut
$10.9M -$3.13M -10,297 -22%
VC
137
Vicus Capital
Pennsylvania
$10.8M +$535K +1,758 +5%
OBWG
138
Onyx Bridge Wealth Group
New York
$10.5M -$3.16M -10,379 -23%
SFO
139
Stokes Family Office
Louisiana
$10.4M +$3.82M +12,551 +58%
SB
140
Strategic Blueprint
Georgia
$10.3M +$3.78M +12,425 +58%
SWM
141
Segment Wealth Management
Texas
$10.2M -$192K -632 -2%
PWM
142
Perigon Wealth Management
California
$10.1M +$3.14M +10,304 +45%
IA
143
Integrity Alliance
Iowa
$10M +$9.79M +32,160 +3,838%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$9.68M +$4M +13,145 +70%
RBC
145
Roble Belko & Company
Pennsylvania
$9.57M +$609 +2 +0%
AWM
146
Atticus Wealth Management
Florida
$9.49M +$213K +699 +2%
SYBT
147
Stock Yards Bank & Trust
Kentucky
$9.48M +$217K +712 +2%
EH
148
Equitable Holdings
New York
$9.35M +$2.58M +8,487 +38%
FSA
149
Financial Services Advisory
Maryland
$9.29M -$18.9M -62,248 -67%
CFC
150
Client First Capital
California
$9.27M +$141K +463 +2%
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