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iShares S&P 100 ETF
OEF

Overview Fund Activity

547 hedge funds and large institutions have $5.49B invested in iShares S&P 100 ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+35
Holders Change %
+6.84%
% of All Funds
8.63%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
71
Increased
121
Reduced
164
Closed
30
Calls
$21.5B
Puts
$34.9B
Net Calls
-$13.4B
Net Calls Change
+$1.49B

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$122M
2
CWA
CM Wealth Advisors
Ohio
+$63.9M
3
VC
Vicus Capital
Pennsylvania
+$23.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
ONB
Old National Bancorp
Indiana
+$19.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$14M
3
BlackRock
BlackRock
New York
-$12.9M
4
UAS
United Asset Strategies
New York
-$10.7M
5
VF
VitalStone Financial
Texas
-$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
326
HSBC Holdings
United Kingdom
$414K – – –
RA
327
Rockingstone Advisors
Massachusetts
$414K – – –
GT
328
Glenview Trust
Kentucky
$414K – – –
TSS
329
Thomas Story & Son
Indiana
$410K – – –
CL
330
Choreo LLC
Illinois
$400K +$207 +1 +0.1%
TLFA
331
True Link Financial Advisors
California
$398K – – –
FFA
332
Farther Finance Advisors
California
$398K -$3.52K -17 -0.9%
CPSAC
333
Chas P. Smith & Associates (CPS)
Florida
$391K – – –
Neuberger Berman Group
334
Neuberger Berman Group
New York
$388K – – –
CPIG
335
Chicago Partners Investment Group
Illinois
$384K – – –
CA
336
Claro Advisors
Massachusetts
$383K – – –
WIC
337
Willis Investment Counsel
Georgia
$383K – – –
BBPWM
338
Blue Bell Private Wealth Management
Pennsylvania
$382K – – –
OFS
339
Oldfather Financial Services
Nebraska
$382K – – –
TC
340
TownSquare Capital
Utah
$382K +$382K +1,845 New
IAN
341
Integrated Advisors Network
Texas
$378K +$6.63K +32 +2%
EWA
342
Evolution Wealth Advisors
Florida
$378K – – –
AF
343
Advisornet Financial
Minnesota
$375K -$99.2K -479 -21%
FIA
344
Foundations Investment Advisors
Arizona
$370K +$370K +1,789 New
LNC
345
Lincoln National Corp
Pennsylvania
$365K -$250K -1,207 -41%
RFP
346
RCS Financial Planning
Maryland
$361K – – –
HWM
347
HighMark Wealth Management
Minnesota
$357K – – –
MCM
348
MAI Capital Management
Ohio
$356K – – –
PBO
349
Peoples Bank (Ohio)
Ohio
$353K – – –
AIM
350
Aspen Investment Management
Michigan
$352K – – –
12 13
14
15 16