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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$26.9M
2
FSA
Financial Services Advisory
Maryland
+$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$8.15M
4
VF
VitalStone Financial
Texas
+$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
+$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
-$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
3
CWA
CM Wealth Advisors
Ohio
-$40.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.8M
5
FPF
First Pacific Financial
Washington
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
276
Signet Financial Management
New Jersey
$493K – – –
PCA
277
Pallas Capital Advisors
Massachusetts
$489K – – –
CWM
278
Chemistry Wealth Management
New York
$486K +$4.12K +22 +0.9%
AMG
279
Asset Management Group
Connecticut
$480K +$935 +5 +0.2%
SC
280
Soundwatch Capital
Connecticut
$479K – – –
SW
281
SkyOak Wealth
Michigan
$479K -$2.81K -15 -0.6%
Citigroup
282
Citigroup
New York
$473K +$178K +954 +60%
CW
283
Connectus Wealth
Ohio
$468K – – –
GC
284
Grimes & Company
Massachusetts
$462K – – –
HC
285
Hourglass Capital
Texas
$458K – – –
PWM
286
Paulson Wealth Management
Illinois
$457K – – –
SIMM
287
Stillwater Investment Management (Minnesota)
Minnesota
$452K +$1.68K +9 +0.4%
MGIA
288
Matthew Goff Investment Advisor
Texas
$443K – – –
BTI
289
Blue Trust Inc
Georgia
$442K – – –
SCM
290
Schnieders Capital Management
California
$434K +$62.7K +335 +17%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$432K -$56.1K -300 -11%
AF
292
Advisornet Financial
Minnesota
$428K -$18.9K -101 -4%
EL
293
EQ LLC
Washington
$424K – – –
PGA
294
Portland Global Advisors
Maine
$423K – – –
WCG
295
Weaver Consulting Group
California
$423K -$32.7K -175 -7%
SL
296
Salomon & Ludwin
Virginia
$422K – – –
FLPIM
297
F.L. Putnam Investment Management
Massachusetts
$420K -$15.5K -83 -4%
BWM
298
Baron Wealth Management
Michigan
$418K -$187 -1 -0%
TCA
299
Trifecta Capital Advisors
Illinois
$417K – – –
FWCM
300
Ferguson Wellman Capital Management
Oregon
$409K – – –
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12
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