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iShares S&P 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JSL
251
JT Stratford LLC
Georgia
$863K +$863K +4,303 New
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$862K +$118K +588 +16%
CSWG
253
Cardinal Strategic Wealth Guidance
Kentucky
$860K
CAM
254
CPA Asset Management
Florida
$855K
KPWS
255
Kestra Private Wealth Services
Texas
$851K +$563K +2,806 +195%
MCCA
256
Mill Creek Capital Advisors
Pennsylvania
$849K -$30.7K -153 -3%
DI
257
DFPG Investments
Utah
$843K +$843K +4,097 New
VCM
258
Vivaldi Capital Management
Illinois
$841K -$26.7K -133 -3%
WB
259
Webster Bank
Connecticut
$837K
SHGA
260
Sand Hill Global Advisors
California
$825K -$227K -1,132 -22%
SCM
261
SOL Capital Management
Maryland
$820K
HCMT
262
Highland Capital Management (Tennessee)
Tennessee
$819K
HBWM
263
Hollow Brook Wealth Management
New York
$819K
AWA
264
Arete Wealth Advisors
Illinois
$814K +$161K +804 +25%
Bessemer Group
265
Bessemer Group
New Jersey
$807K
EWA
266
EP Wealth Advisors
California
$787K -$1.26M -6,285 -62%
BBA
267
BLB&B Advisors
Pennsylvania
$768K -$64.8K -323 -8%
PFS
268
Prospera Financial Services
Texas
$767K -$5.22K -26 -0.7%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$759K +$759K +3,784 New
ECM
270
Evergreen Capital Management
Washington
$755K -$169K -838 -18%
OLA
271
Oliver Luxxe Assets
New Jersey
$747K -$20.5K -102 -3%
LWA
272
LWS Wealth Advisors
New Jersey
$743K -$73.5K -366 -9%
AF
273
Apexium Financial
Texas
$740K
PO
274
Private Ocean
California
$728K
CWM
275
Concentric Wealth Management
California
$722K