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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 %
PWM
301
Provident Wealth Management
Tennessee
$406K – – –
LFAS
302
Level Four Advisory Services
Texas
$400K +$10.8K +58 +3%
FPCP
303
Fort Point Capital Partners
California
$400K +$187 +1 +0%
EP
304
Edgestream Partners
New Jersey
$400K +$400K +2,137 New
YIH
305
Y-Intercept (HK)
Hong Kong
$395K +$395K +2,113 New
NRI
306
NFP Retirement Inc
California
$393K -$22.3K -119 -5%
MSS
307
Mitchell Sinkler & Starr
Pennsylvania
$392K +$392K +2,098 New
SMC
308
Smith, Moore & Co
Missouri
$389K +$71.5K +382 +22%
Simplex Trading
309
Simplex Trading
Illinois
$387K -$35.7K -191 -8%
SWP
310
ShoreHaven Wealth Partners
New Jersey
$382K -$987K -5,276 -72%
LF
311
Lantz Financial
Illinois
$377K – – –
NP
312
NorthRock Partners
Minnesota
$374K -$15.5K -83 -4%
HSBC Holdings
313
HSBC Holdings
United Kingdom
$374K – – –
RA
314
Rockingstone Advisors
Massachusetts
$374K +$374K +2,000 New
GT
315
Glenview Trust
Kentucky
$374K – – –
TSS
316
Thomas Story & Son
Indiana
$370K – – –
FFA
317
Farther Finance Advisors
California
$363K -$5.42K -29 -1%
CL
318
Choreo LLC
Illinois
$361K +$361K +1,931 New
TLFA
319
True Link Financial Advisors
California
$360K – – –
CPSAC
320
Chas P. Smith & Associates (CPS)
Florida
$354K +$354K +1,890 New
RWP
321
RWA Wealth Partners
Massachusetts
$353K -$2.81K -15 -0.8%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$350K – – –
CA
323
Claro Advisors
Massachusetts
$346K – – –
WIC
324
Willis Investment Counsel
Georgia
$346K -$15.9K -85 -4%
BBPWM
325
Blue Bell Private Wealth Management
Pennsylvania
$345K – – –
11 12
13
14 15