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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 %
PFA
151
Pettinga Financial Advisors
Indiana
$5.58M +$5.58M +24,959 New
SWC
152
Spectrum Wealth Counsel
Indiana
$5.54M +$5.54M +24,779 New
MFA
153
Mayflower Financial Advisors
Massachusetts
$5.51M +$765K +3,423 +16%
SCM
154
SCS Capital Management
Massachusetts
$5.51M +$26.8K +120 +0.5%
CAL
155
Capital Advisors Ltd
Ohio
$5.48M +$66.6K +298 +1%
NAM
156
NTV Asset Management
West Virginia
$5.45M -$151K -677 -3%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42M -$304K -1,361 -5%
KFSC
158
Keystone Financial Services (Colorado)
Colorado
$5.32M +$5.32M +23,833 New
FBB
159
Fulton Breakefield Broenniman
Maryland
$5.28M -$829K -3,711 -14%
HWM
160
HB Wealth Management
Georgia
$5.26M -$130K -581 -2%
DADC
161
D.A. Davidson & Co
Montana
$5.24M +$135K +606 +3%
SB
162
Strategic Blueprint
Georgia
$5.12M +$4.64M +20,769 +957%
EH
163
Equitable Holdings
New York
$5.09M +$4.07M +18,230 +400%
ASN
164
Advisory Services Network
Georgia
$5.02M +$1.38M +6,190 +38%
GG
165
GenWealth Group
New Jersey
$4.94M -$390K -1,744 -7%
AllianceBernstein
166
AllianceBernstein
Tennessee
$4.93M +$4.93M +22,056 New
JIC
167
Johnson Investment Counsel
Ohio
$4.91M -$55.2K -247 -1%
KCM
168
KM Capital Management
Texas
$4.89M +$4.89M +21,904 New
MCM
169
Manchester Capital Management
Vermont
$4.88M
VHAM
170
Van Hulzen Asset Management
California
$4.86M +$4.86M +21,763 New
B
171
Bailard
California
$4.85M -$2.23K -10 -0%
MCWS
172
McKinley Carter Wealth Services
West Virginia
$4.83M +$394K +1,763 +9%
JWCA
173
J.W. Cole Advisors
Florida
$4.82M +$76.4K +342 +2%
CANC
174
Culbertson A N & Co
Virginia
$4.76M -$1.56K -7 -0%
OCM
175
Objective Capital Management
Ohio
$4.71M -$201K -901 -4%