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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 %
CW
276
CreativeOne Wealth
Kansas
$1.38M -$7.65M -30,942 -85%
PWM
277
Perigon Wealth Management
California
$1.37M -$2.05M -8,277 -60%
AG
278
Ascent Group
Virginia
$1.37M +$29.4K +119 +2%
MMA
279
Miracle Mile Advisors
California
$1.35M – – –
LGWM
280
Litman Gregory Wealth Management
California
$1.34M -$82.1K -332 -6%
LWM
281
Liberty Wealth Management
California
$1.33M -$5.34M -21,578 -80%
HP
282
Holistic Planning
Texas
$1.3M -$7.67K -31 -0.6%
BPA
283
Beacon Pointe Advisors
California
$1.27M +$17.6K +71 +1%
SVWG
284
Shared Vision Wealth Group
United States
$1.26M -$1.17M -4,726 -48%
WB
285
Webster Bank
Connecticut
$1.25M +$192K +776 +18%
BFG
286
Beacon Financial Group
Texas
$1.24M -$166K -672 -12%
CA
287
Clearstead Advisors
Ohio
$1.23M – – –
UFF
288
USA Financial Formulas
Michigan
$1.21M -$54.7K -221 -4%
AI
289
Atria Investments
North Carolina
$1.19M -$11.7M -47,264 -91%
FEM
290
Fulcrum Equity Management
Texas
$1.19M +$1.19M +4,790 New
BMM
291
Berkshire Money Management
Massachusetts
$1.18M +$1.18M +4,786 New
CWM
292
Cedar Wealth Management
California
$1.18M – – –
PWP
293
Perfromance Wealth Partners
Illinois
$1.18M +$1.18M +6,457 New
CFO
294
Callan Family Office
Pennsylvania
$1.17M – – –
SA
295
SpiderRock Advisors
Delaware
$1.16M +$1.16M +4,767 New
AIM
296
Allen Investment Management
New York
$1.16M – – –
VP
297
Verum Partners
North Carolina
$1.15M +$2.47K +10 +0.2%
CFMC
298
Curbstone Financial Management Corp
New Hampshire
$1.15M – – –
FMWA
299
Forvis Mazars Wealth Advisors
Missouri
$1.15M -$31.7K -128 -3%
AssetMark Inc
300
AssetMark Inc
California
$1.14M -$1.58M -6,403 -58%
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