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iShares S&P 100 ETF
OEF

Overview Fund Activity

562 hedge funds and large institutions have $5.22B invested in iShares S&P 100 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+15
Holders Change %
+2.74%
% of All Funds
8.96%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.43%
New
58
Increased
140
Reduced
157
Closed
35
Calls
$19.1B
Puts
$36.4B
Net Calls
-$17.2B
Net Calls Change
-$3.81B

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$141M
2
ONB
Old National Bancorp
Indiana
+$46.5M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$15.9M
4
PFO
Pathstone Family Office
New Jersey
+$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
2
CWA
CM Wealth Advisors
Ohio
-$19.3M
3
Bank of America
Bank of America
North Carolina
-$15.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$14.6M
5
BC
Bricktown Capital
Michigan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
226
Adirondack Trust Company
New York
$1.13M – – –
MMA
227
Miracle Mile Advisors
California
$1.09M – – –
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$1.08M -$464K -2,313 -30%
PCIA
229
Prime Capital Investment Advisors
Kansas
$1.08M +$8.43K +42 +0.8%
NL
230
NWAM LLC
Washington
$1.05M +$115K +575 +12%
BPA
231
Beacon Pointe Advisors
California
$1.02M +$59.4K +296 +6%
AHB
232
Abner Herrman & Brock
New Jersey
$1.02M +$1.02M +5,068 New
HPM
233
Hoxton Planning & Management
West Virginia
$1.01M +$199K +991 +25%
PCM
234
Parsons Capital Management
Rhode Island
$1M +$205K +1,020 +26%
SWA
235
Stratos Wealth Advisors
Ohio
$993K +$32.5K +162 +3%
CFMC
236
Curbstone Financial Management Corp
New Hampshire
$975K – – –
CWM
237
Cedar Wealth Management
California
$960K – – –
CM
238
Columbus Macro
Pennsylvania
$954K +$713K +3,556 +297%
CFO
239
Callan Family Office
Pennsylvania
$948K – – –
SPC
240
Sigma Planning Corp
Michigan
$946K -$298K -1,486 -24%
SWM
241
Spire Wealth Management
Virginia
$940K -$144K -716 -13%
BCI
242
Brinker Capital Investments
Pennsylvania
$931K -$951K -4,739 -51%
OPS
243
Orion Portfolio Solutions
Nebraska
$931K -$951K -4,739 -51%
VP
244
Verum Partners
North Carolina
$929K +$929K +4,631 New
EH
245
Equitable Holdings
New York
$914K +$62.6K +312 +7%
MIA
246
MMBG Investment Advisors
Florida
$913K – – –
XF
247
XML Financial
Maryland
$912K -$7.42K -37 -0.8%
SPA
248
Sentinel Pension Advisors
Massachusetts
$889K +$2.61K +13 +0.3%
FMWA
249
Forvis Mazars Wealth Advisors
Missouri
$877K – – –
DT
250
Daniels + Tansey
Delaware
$877K +$828K +18,866 +1,689%
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