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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 %
MWA
251
Monograph Wealth Advisors
California
$1.69M +$3.46K +14 +0.2%
KIA
252
KCM Investment Advisors
California
$1.69M +$247 +1 +0%
SPA
253
Sentinel Pension Advisors
Massachusetts
$1.68M +$217K +877 +15%
KA
254
Klingman & Associates
New York
$1.66M – – –
Citadel Advisors
255
Citadel Advisors
Florida
$1.63M -$4.95K -20 -0.3%
RSWA
256
Robinson Smith Wealth Advisors
Maine
$1.6M – – –
BJL
257
Brighton Jones LLC
Washington
$1.6M -$289K -1,168 -15%
SWA
258
Stratos Wealth Advisors
Ohio
$1.59M -$1.2M -4,845 -43%
PCM
259
Parsons Capital Management
Rhode Island
$1.59M +$119K +480 +8%
TC
260
TownSquare Capital
Utah
$1.59M -$2.4M -9,699 -60%
PCIA
261
Prime Capital Investment Advisors
Kansas
$1.56M -$20.5K -83 -1%
NL
262
NWAM LLC
Washington
$1.55M -$580K -2,355 -27%
JWA
263
JFS Wealth Advisors
Pennsylvania
$1.54M -$9.9K -40 -0.6%
GIA
264
Gladstone Institutional Advisory
Florida
$1.53M -$236K -954 -13%
EWM
265
Evercore Wealth Management
New York
$1.53M – – –
MCM
266
MAI Capital Management
Ohio
$1.52M +$916K +3,702 +151%
MA
267
Montag & Associates
Georgia
$1.49M -$247 -1 -0%
Brown Advisory
268
Brown Advisory
Maryland
$1.47M -$145K -587 -9%
HFA
269
High Falls Advisors
New York
$1.46M -$7.13M -28,821 -83%
MCCP
270
Mission Creek Capital Partners
California
$1.45M +$742 +3 +0.1%
WI
271
Wintrust Investments
Illinois
$1.45M -$593K -11,086 -29%
SI
272
Stephens Inc
Arkansas
$1.45M -$217K -879 -13%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$1.43M -$6.58M -26,575 -82%
PA
274
Pinnacle Associates
New York
$1.43M -$16.3K -66 -1%
ATC
275
Adirondack Trust Company
New York
$1.39M – – –
9 10
11
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