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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$26.9M
2
FSA
Financial Services Advisory
Maryland
+$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$8.15M
4
VF
VitalStone Financial
Texas
+$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
+$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
-$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
3
CWA
CM Wealth Advisors
Ohio
-$40.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.8M
5
FPF
First Pacific Financial
Washington
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWG
226
Cardinal Strategic Wealth Guidance
Kentucky
$802K -$1.66M -8,864 -67%
SPC
227
Sigma Planning Corp
Michigan
$798K -$378K -2,020 -32%
Bessemer Group
228
Bessemer Group
New Jersey
$798K +$109K +583 +16%
CAM
229
CPA Asset Management
Florida
$797K – – –
BBA
230
BLB&B Advisors
Pennsylvania
$784K -$561 -3 -0.1%
AF
231
Apexium Financial
Texas
$783K +$41.5K +222 +6%
WB
232
Webster Bank
Connecticut
$781K -$160K -858 -17%
EH
233
Equitable Holdings
New York
$780K +$25.4K +136 +3%
HBWM
234
Hollow Brook Wealth Management
New York
$770K +$34K +182 +5%
SCM
235
SOL Capital Management
Maryland
$764K – – –
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$764K – – –
CWC
237
Carolinas Wealth Consulting
North Carolina
$760K +$2.81K +15 +0.4%
AWA
238
Arete Wealth Advisors
Illinois
$739K +$187 +1 +0%
OLA
239
Oliver Luxxe Assets
New Jersey
$733K -$180K -960 -20%
PFS
240
Prospera Financial Services
Texas
$724K -$60.2K -322 -8%
EWA
241
EP Wealth Advisors
California
$702K +$387K +6,118 +123%
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$701K +$299K +1,600 +75%
PO
243
Private Ocean
California
$679K +$26.7K +143 +4%
CA
244
Continuum Advisory
Idaho
$677K +$34.8K +186 +5%
CWM
245
Concentric Wealth Management
California
$673K – – –
IC
246
Iconiq Capital
California
$662K – – –
VWA
247
VERITY Wealth Advisors
United States
$657K – – –
LWP
248
Lumature Wealth Partners
Georgia
$656K – – –
PWM
249
PBMares Wealth Management
Virginia
$651K – – –
FPW
250
Flagship Private Wealth
Massachusetts
$647K -$70K -374 -10%
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