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iShares S&P 100 ETF
OEF

Overview Fund Activity

737 hedge funds and large institutions have $8.05B invested in iShares S&P 100 ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 155 increasing their positions, 313 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-19
Holders Change %
-2.51%
% of All Funds
10.68%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.67%
New
77
Increased
155
Reduced
313
Closed
85
Calls
$22B
Puts
$42.8B
Net Calls
-$20.8B
Net Calls Change
+$167M

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$256M
2
EW
Evoke Wealth
California
+$111M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$30.8M
4
SIC
Sigma Investment Counselors
Michigan
+$28.4M
5
CWA
CM Wealth Advisors
Ohio
+$16.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$826M
2
Morgan Stanley
Morgan Stanley
New York
-$472M
3
BlackRock
BlackRock
New York
-$236M
4
LPL Financial
LPL Financial
California
-$141M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Darwin Wealth Management
Florida
$2.21M -$236K -952 -10%
RIA
227
Regal Investment Advisors
Michigan
$2.19M -$2.68M -10,816 -55%
OPS
228
Orion Portfolio Solutions
Nebraska
$2.18M +$2.18M +8,802 New
BCI
229
Brinker Capital Investments
Pennsylvania
$2.18M +$2.18M +8,802 New
RWP
230
RWA Wealth Partners
Massachusetts
$2.12M +$78.2K +316 +4%
HWM
231
Hemington Wealth Management
Virginia
$2.12M – – –
SC
232
Scotia Capital
Ontario, Canada
$2.1M -$43.8K -177 -2%
SPC
233
Sigma Planning Corp
Michigan
$2.07M +$1.17M +4,709 +128%
HR
234
Howe & Rusling
New York
$2.07M – – –
MA
235
Mutual Advisors
Nebraska
$2.03M -$2.38M -9,637 -54%
SB
236
Strategic Blueprint
Georgia
$1.98M -$3.7M -14,937 -65%
CFCI
237
Comprehensive Financial Consultants Institutional
Indiana
$1.98M +$65.6K +265 +3%
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
$1.97M -$27.5K -111 -1%
Prudential Financial
239
Prudential Financial
New Jersey
$1.95M -$6.59M -26,645 -77%
TIM
240
Tortoise Investment Management
New York
$1.94M -$164K -661 -8%
ATC
241
Argent Trust Co
Tennessee
$1.91M -$49.5K -200 -3%
BAAM
242
Baker Avenue Asset Management
California
$1.9M +$38.8K +157 +2%
AFS
243
Access Financial Services
Minnesota
$1.84M – – –
EH
244
Equitable Holdings
New York
$1.78M -$3.85M -15,577 -68%
FFS
245
Founders Financial Securities
Maryland
$1.78M +$51K +206 +3%
JSL
246
JT Stratford LLC
Georgia
$1.76M -$102K -414 -6%
BAM
247
Beaumont Asset Management
Texas
$1.75M – – –
WLPWM
248
Walled Lake Planning & Wealth Management
Illinois
$1.75M +$22.3K +90 +1%
AIA
249
Alternative Investment Advisors
Florida
$1.7M +$584K +2,362 +52%
CWP
250
Cyndeo Wealth Partners
Florida
$1.7M +$522K +2,108 +44%
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