OEF icon

iShares S&P 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OAP
151
One Advisory Partners
Kansas
$7.46M +$4.23M +15,628 +131%
SW
152
SteelPeak Wealth
California
$7.43M +$7.43M +27,440 New
CAM
153
Carret Asset Management
New York
$7.36M -$177K -652 -2%
AG
154
Ascent Group
Virginia
$7.26M +$5.31M +19,602 +271%
PCS
155
Private Client Services
Kentucky
$7.22M +$74.7K +276 +1%
FLA
156
Financial Life Advisors
Texas
$7.18M +$259K +957 +4%
BCI
157
Brinker Capital Investments
Pennsylvania
$7.13M +$4.66M +17,217 +189%
OPS
158
Orion Portfolio Solutions
Nebraska
$7.13M +$4.66M +17,217 +189%
CAL
159
Capital Advisors Ltd
Ohio
$7.1M -$109K -403 -2%
WAL
160
W Advisors LLC
Tennessee
$7.08M +$586K +2,165 +9%
ECA
161
Elevation Capital Advisory
Oregon
$6.99M +$7.31K +27 +0.1%
TCM
162
TABR Capital Management
California
$6.93M -$4.05M -14,946 -37%
CG
163
Caprock Group
Idaho
$6.8M +$6.8M +25,124 New
PFA
164
Pettinga Financial Advisors
Indiana
$6.8M +$6.8M +25,114 New
PWM
165
PMG Wealth Management
Illinois
$6.7M -$81.8K -302 -1%
DADC
166
D.A. Davidson & Co
Montana
$6.6M -$59.3K -219 -0.9%
Franklin Resources
167
Franklin Resources
California
$6.57M -$141K -520 -2%
Citadel Advisors
168
Citadel Advisors
Florida
$6.46M +$6.38M +23,553 +7,549%
HWM
169
HB Wealth Management
Georgia
$6.3M -$71K -262 -1%
PWM
170
Perigon Wealth Management
California
$6.23M +$4.25M +15,692 +215%
AllianceBernstein
171
AllianceBernstein
Tennessee
$6.22M +$316K +1,166 +5%
JWCA
172
J.W. Cole Advisors
Florida
$6.2M -$345K -1,274 -5%
ASN
173
Advisory Services Network
Georgia
$6.16M +$1.17M +4,304 +23%
CIAS
174
CFS Investment Advisory Services
New Jersey
$6.13M +$3.31M +12,212 +117%
KCM
175
KM Capital Management
Texas
$6.05M -$160K -590 -3%