iShares S&P 100 ETF
859 hedge funds and large institutions have $9.63B invested in iShares S&P 100 ETF in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 251 increasing their positions, 242 reducing their positions, and 45 closing their positions.
189% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 45
18% more funds holding in top 10
Funds holding in top 10: 40 → 47 (+7)
9% more funds holding
Funds holding: 790 → 859 (+69)
5% more capital invested
Capital invested by funds: $9.2B → $9.63B (+$424M)
4% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 242
3.28% less ownership
Funds ownership: 69.16% → 65.88% (-3.3%)
41% less call options, than puts
Call options by funds: $16.9B | Put options by funds: $28.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$62.2M |
| 2 |
Two Sigma Investments
New York
|
+$47.5M |
| 3 |
Morgan Stanley
New York
|
+$44.8M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$38.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$307M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$33.4M |
| 3 |
JP Morgan Chase
New York
|
-$20.5M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$18.3M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$16.5M |
OEF Hedge Fund Activity: Q4 2024 in Review
859 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2024, worth a combined $9.63B — up 4.6% from $9.2B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new OEF positions and 45 closed out — a net gain of 85 holders — while 251 added to existing stakes and 242 trimmed.
The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $62.2M. The largest seller was Cresset Asset Management, cutting an estimated $307M.
- 859 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2024, up from 790 in Q3 2024.
- Funds reported $9.63B of iShares S&P 100 ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
- 130 funds opened new iShares S&P 100 ETF positions in Q4 2024 and 45 closed out, a net change of +85 holders.
- The largest iShares S&P 100 ETF buyer in Q4 2024 was Quantum Financial Advisors, an estimated $62.2M added.
- The largest iShares S&P 100 ETF seller in Q4 2024 was Cresset Asset Management, an estimated $307M sold.
Based on aggregated 13F filings for Q4 2024.