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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 %
RhumbLine Advisers
276
RhumbLine Advisers
Massachusetts
$718K +$651K +3,243 +971%
IC
277
Iconiq Capital
California
$712K
CCM
278
Coldstream Capital Management
Washington
$705K +$42.7K +213 +6%
PWM
279
PBMares Wealth Management
Virginia
$698K
CCA
280
Checchi Capital Advisers
California
$689K
SF
281
Synovus Financial
Georgia
$685K +$18.1K +90 +3%
HGWM
282
Horst & Graben Wealth Management
Oregon
$681K +$681K +3,396 New
PL
283
Plancorp LLC
Missouri
$677K
SW
284
SVB Wealth
Massachusetts
$676K
Baird Financial Group
285
Baird Financial Group
Wisconsin
$668K +$362K +1,803 +118%
MWP
286
Madison Wealth Partners
Wisconsin
$665K -$14.8K -74 -2%
SAM
287
Sequent Asset Management
Texas
$645K
FWCM
288
Ferguson Wellman Capital Management
Oregon
$635K -$97.3K -485 -13%
VWA
289
VERITY Wealth Advisors
United States
$625K
EWA
290
EverSource Wealth Advisors
Alabama
$623K +$12.8K +64 +2%
SFG
291
Summit Financial Group
West Virginia
$621K -$57.2K -285 -8%
MS
292
Maven Securities
Jersey
$615K +$615K +3,063 New
NGA
293
Naples Global Advisors
Florida
$600K -$20.1K -100 -3%
GCP
294
GSA Capital Partners
United Kingdom
$598K +$598K +2,981 New
FAIM
295
Financial Advocates Investment Management
Washington
$591K +$476K +4,275 +412%
FG
296
Fiduciary Group
Georgia
$585K -$5.02K -25 -0.8%
FPW
297
Flagship Private Wealth
Massachusetts
$584K -$28.7K -143 -5%
ECAM
298
East Coast Asset Management
Massachusetts
$578K
SSWM
299
Sheets Smith Wealth Management
North Carolina
$572K -$14K -70 -2%
RCM
300
Requisite Capital Management
Texas
$563K