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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 %
DAM
201
Derbend Asset Management
Georgia
$3.49M +$2.87M +12,837 +461%
PWS
202
Peloton Wealth Strategists
Indiana
$3.45M -$272K -1,216 -7%
T
203
TNF
Montana
$3.42M +$3.42M +14,667 New
Corient Private Wealth
204
Corient Private Wealth
Florida
$3.41M +$117K +522 +4%
RA
205
RFG Advisory
Alabama
$3.4M +$3.4M +15,210 New
FFWM
206
Future Financial Wealth Management
Ohio
$3.39M -$4.69K -21 -0.1%
TF
207
Trek Financial
Arizona
$3.35M +$3.35M +15,015 New
TCG
208
Transcendent Capital Group
Oklahoma
$3.28M +$3.28M +14,667 New
VCP
209
Verus Capital Partners
Arizona
$3.24M +$1M +4,491 +45%
FAIM
210
Financial Advocates Investment Management
Washington
$3.23M +$2.63M +23,413 +441%
CBFP
211
Cedar Brook Financial Partners
Ohio
$3.22M +$1.57K +7 +0%
SCA
212
St. Clair Advisors
Ohio
$3.19M
HWA
213
Heritage Wealth Advisors
Virginia
$3.17M -$28.1K -126 -0.9%
WP
214
WealthShield Partners
North Carolina
$3.15M +$3.15M +14,116 New
PWM
215
Perigon Wealth Management
California
$3.09M +$2.82M +12,607 +1,028%
9WM
216
9258 Wealth Management
Ohio
$3.08M -$44.7K -200 -1%
SA
217
Scarborough Advisors
Maryland
$3.05M +$3.05M +13,636 New
Comerica Bank
218
Comerica Bank
Texas
$3.01M +$352K +1,577 +13%
BP
219
BBR Partners
New York
$3M
PP
220
Patten & Patten
Tennessee
$2.99M +$2.99M +13,377 New
ML
221
McAdam LLC
Pennsylvania
$2.93M +$136K +610 +5%
FFWA
222
Forthright Family Wealth Advisory
Texas
$2.88M +$2.88M +12,912 New
HPC
223
HM Payson & Co
Maine
$2.85M -$3.35K -15 -0.1%
CB
224
Commerce Bank
Missouri
$2.75M -$151K -678 -5%
SL
225
SWMG LLC
Texas
$2.71M +$2.71M +12,112 New