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iShares S&P 100 ETF
OEF

Overview Fund Activity

756 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.99%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B

Top Buyers

1
Citigroup
Citigroup
New York
+$45.1M
2
AA
ALPS Advisors
Colorado
+$44.7M
3
WAOI
Wealth Advisors of Iowa
Iowa
+$26.1M
4
Bank of America
Bank of America
North Carolina
+$18.9M
5
Morgan Stanley
Morgan Stanley
New York
+$17M

Top Sellers

1
EW
Evoke Wealth
California
-$111M
2
RVPG
Relative Value Partners Group
-$87.1M
3
CWA
CM Wealth Advisors
Ohio
-$28.7M
4
IC
IEQ Capital
California
-$18.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
251
Access Financial Services
Minnesota
$1.96M – – –
GF
252
Gries Financial
Ohio
$1.95M -$2.84M -10,739 -59%
BAAM
253
Baker Avenue Asset Management
California
$1.94M -$95.1K -360 -5%
RWP
254
RWA Wealth Partners
Massachusetts
$1.9M -$370K -1,400 -16%
WLPWM
255
Walled Lake Planning & Wealth Management
Illinois
$1.88M +$15.9K +60 +0.9%
BAM
256
Beaumont Asset Management
Texas
$1.87M – – –
PCM
257
Parsons Capital Management
Rhode Island
$1.85M +$157K +594 +9%
MA
258
Mutual Advisors
Nebraska
$1.81M -$342K -1,303 -16%
KIA
259
KCM Investment Advisors
California
$1.81M +$264 +1 +0%
SPC
260
Sigma Planning Corp
Michigan
$1.81M -$410K -1,550 -18%
HGERS
261
Householder Group Estate & Retirement Specialist
Arizona
$1.8M -$303K -1,145 -14%
KA
262
Klingman & Associates
New York
$1.77M – – –
GIA
263
Gladstone Institutional Advisory
Florida
$1.77M +$140K +530 +9%
EH
264
Equitable Holdings
New York
$1.76M -$147K -555 -8%
SWA
265
Stratos Wealth Advisors
Ohio
$1.73M +$30.9K +117 +2%
RSWA
266
Robinson Smith Wealth Advisors
Maine
$1.71M – – –
BJL
267
Brighton Jones LLC
Washington
$1.71M +$3.97K +15 +0.2%
HGWM
268
Horst & Graben Wealth Management
Oregon
$1.67M +$649K +2,457 +64%
JWA
269
JFS Wealth Advisors
Pennsylvania
$1.65M +$264 +1 +0%
TC
270
TownSquare Capital
Utah
$1.64M -$57.6K -218 -3%
EWM
271
Evercore Wealth Management
New York
$1.63M – – –
SI
272
Stephens Inc
Arkansas
$1.6M +$57.4K +217 +4%
PWM
273
Perigon Wealth Management
California
$1.6M +$132K +498 +9%
MCM
274
MAI Capital Management
Ohio
$1.59M -$32.2K -122 -2%
HFA
275
High Falls Advisors
New York
$1.57M +$5.29K +20 +0.3%
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