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iShares S&P 100 ETF
OEF

Overview Fund Activity

547 hedge funds and large institutions have $5.49B invested in iShares S&P 100 ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+35
Holders Change %
+6.84%
% of All Funds
8.63%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
71
Increased
121
Reduced
164
Closed
30
Calls
$21.5B
Puts
$34.9B
Net Calls
-$13.4B
Net Calls Change
+$1.49B

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$122M
2
CWA
CM Wealth Advisors
Ohio
+$63.9M
3
VC
Vicus Capital
Pennsylvania
+$23.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
ONB
Old National Bancorp
Indiana
+$19.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$14M
3
BlackRock
BlackRock
New York
-$12.9M
4
UAS
United Asset Strategies
New York
-$10.7M
5
VF
VitalStone Financial
Texas
-$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$1.06M +$99.8K +482 +10%
CA
227
Clearstead Advisors
Ohio
$1.02M – – –
CFMC
228
Curbstone Financial Management Corp
New Hampshire
$1.01M – – –
AIA
229
Arcadia Investment Advisors
Idaho
$1M +$1M +4,835 New
WC
230
Waterloo Capital
Texas
$1,000K +$1,000K +4,828 New
BPA
231
Beacon Pointe Advisors
California
$991K -$1.03M -4,966 -51%
SWA
232
Stratos Wealth Advisors
Ohio
$991K +$26.3K +127 +3%
CWM
233
Cedar Wealth Management
California
$990K +$2.28K +11 +0.2%
CFO
234
Callan Family Office
Pennsylvania
$978K -$165K -795 -14%
NL
235
NWAM LLC
Washington
$965K -$340K -1,642 -26%
ECM
236
Evergreen Capital Management
Washington
$950K – – –
XF
237
XML Financial
Maryland
$949K +$207 +1 +0%
MIA
238
MMBG Investment Advisors
Florida
$927K – – –
SPA
239
Sentinel Pension Advisors
Massachusetts
$915K +$2.07K +10 +0.2%
MCCA
240
Mill Creek Capital Advisors
Pennsylvania
$907K -$28.4K -137 -3%
FMWA
241
Forvis Mazars Wealth Advisors
Missouri
$905K – – –
VCM
242
Vivaldi Capital Management
Illinois
$896K -$4.97K -24 -0.6%
CSWG
243
Cardinal Strategic Wealth Guidance
Kentucky
$888K – – –
CAM
244
CPA Asset Management
Florida
$883K – – –
EH
245
Equitable Holdings
New York
$879K +$15.7K +76 +2%
EWA
246
EP Wealth Advisors
California
$866K -$75.2K -886 -8%
WB
247
Webster Bank
Connecticut
$864K – – –
BBA
248
BLB&B Advisors
Pennsylvania
$860K -$8.08K -39 -0.9%
WA
249
Waverly Advisors
Alabama
$859K +$290K +1,401 +51%
SCM
250
SOL Capital Management
Maryland
$846K – – –
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10
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