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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 %
OFS
326
Oldfather Financial Services
Nebraska
$345K -$29.9K -160 -8%
CPIG
327
Chicago Partners Investment Group
Illinois
$344K +$81.3K +431 +31%
EWA
328
Evolution Wealth Advisors
Florida
$341K +$341K +1,824 New
MIG
329
McGuire Investment Group
Rhode Island
$341K -$30.1K -161 -8%
IAN
330
Integrated Advisors Network
Texas
$336K -$23.4K -125 -7%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$329K – – –
PCA
332
Peddock Capital Advisors
Massachusetts
$327K +$327K +1,746 New
RFP
333
RCS Financial Planning
Maryland
$326K +$91.3K +488 +39%
HWM
334
HighMark Wealth Management
Minnesota
$322K +$11.2K +60 +4%
MCM
335
MAI Capital Management
Ohio
$321K – – –
PBO
336
Peoples Bank (Ohio)
Ohio
$319K – – –
AIM
337
Aspen Investment Management
Michigan
$318K – – –
WT
338
Whittier Trust
California
$318K – – –
AAS
339
Ameritas Advisory Services
Nebraska
$318K -$21.8K -116 -6%
MA
340
Montag & Associates
Georgia
$316K -$192K -1,029 -38%
PFGIA
341
Patriot Financial Group Insurance Agency
Massachusetts
$314K -$9.35K -50 -3%
HNW
342
High Note Wealth
Minnesota
$311K – – –
KBFS
343
Kohmann Bosshard Financial Services
Ohio
$308K – – –
Financial Engines Advisors
344
Financial Engines Advisors
California
$306K +$306K +1,635 New
BWM
345
Birchcreek Wealth Management
Ohio
$305K – – –
HPA
346
High Probability Advisors
New York
$301K – – –
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$298K -$6.82K -37 -2%
WPW
348
Waldron Private Wealth
Pennsylvania
$293K -$1.92M -10,273 -87%
OPA
349
Old Port Advisors
Maine
$290K -$1.5K -8 -0.5%
PAM
350
Palisade Asset Management
Minnesota
$289K – – –
12 13
14
15 16