OEF icon

iShares S&P 100 ETF

501 hedge funds and large institutions have $5.05B invested in iShares S&P 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.34%
New
77
Increased
115
Reduced
163
Closed
42
Calls
$13.9B
Puts
$23.8B
Net Calls
-$9.83B
Net Calls Change
+$4.53B
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
251
Lumature Wealth Partners
Georgia
$598K -$222K -1,300 -27%
PO
252
Private Ocean
California
$595K +$171 +1 +0%
PWM
253
PBMares Wealth Management
Virginia
$594K
EWA
254
EverSource Wealth Advisors
Alabama
$590K +$86.5K +507 +17%
CCA
255
Checchi Capital Advisers
California
$586K
CA
256
Continuum Advisory
Idaho
$586K -$25.6K -150 -4%
MWP
257
Madison Wealth Partners
Wisconsin
$585K +$9.89K +58 +2%
SFG
258
Summit Financial Group
West Virginia
$576K -$11.4K -67 -2%
PL
259
Plancorp LLC
Missouri
$576K
CCM
260
Coldstream Capital Management
Washington
$575K +$575K +3,372 New
SAM
261
Sequent Asset Management
Texas
$565K
LNC
262
Lincoln National Corp
Pennsylvania
$557K +$238K +1,397 +75%
DAS
263
Dynamic Advisor Solutions
Arizona
$544K -$65.8K -386 -11%
NGA
264
Naples Global Advisors
Florida
$525K -$1.71K -10 -0.3%
PCM
265
Parsons Capital Management
Rhode Island
$518K -$8.53K -50 -2%
LW
266
Linscomb Wealth
Texas
$517K +$517K +3,029 New
B
267
Bellecapital
Switzerland
$515K
Jane Street
268
Jane Street
New York
$514K +$21.2K +124 +4%
FG
269
Fiduciary Group
Georgia
$510K -$4.95K -29 -1%
RA
270
RFG Advisory
Alabama
$509K +$509K +2,745 New
WI
271
WrapManager Inc
California
$507K +$507K +2,970 New
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$501K -$478K
RTL
273
Red Tortoise LLC
Georgia
$492K +$492K +2,887 New
ECAM
274
East Coast Asset Management
Massachusetts
$491K
TI
275
Truepoint Inc
Ohio
$486K -$76.1K -446 -14%