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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 %
SCM
326
Schnieders Capital Management
California
$468K
PWM
327
Paulson Wealth Management
Illinois
$467K -$23.3K -116 -5%
LFAS
328
Level Four Advisory Services
Texas
$461K +$6.82K +34 +2%
SL
329
Salomon & Ludwin
Virginia
$453K
SWP
330
ShoreHaven Wealth Partners
New Jersey
$452K +$21.7K +108 +5%
BWM
331
Baron Wealth Management
Michigan
$449K
SPI
332
Sutton Place Investors
New York
$449K +$449K +2,236 New
EL
333
EQ LLC
Washington
$448K
TCA
334
Trifecta Capital Advisors
Illinois
$447K
FFA
335
Farther Finance Advisors
California
$444K +$58.6K +292 +15%
PGA
336
Portland Global Advisors
Maine
$444K -$10K -50 -2%
SW
337
SkyOak Wealth
Michigan
$443K -$68.6K -342 -13%
AC
338
Apella Capital
Connecticut
$443K -$71.2K -355 -14%
HFA
339
High Falls Advisors
New York
$443K +$119K +594 +37%
CFG
340
Citizens Financial Group
Rhode Island
$442K +$442K +2,202 New
WCG
341
Weaver Consulting Group
California
$436K
SB
342
Strategic Blueprint
Georgia
$435K +$189K +940 +76%
PWM
343
Provident Wealth Management
Tennessee
$435K
DT
344
Diversified Trust
Tennessee
$434K +$434K +2,161 New
FPCP
345
Fort Point Capital Partners
California
$428K -$6.22K -31 -1%
PI
346
PFG Investments
New York
$417K +$417K +2,080 New
DAS
347
Dynamic Advisor Solutions
Arizona
$407K -$58.4K -291 -13%
LF
348
Lantz Financial
Illinois
$405K
ATPW
349
Ashton Thomas Private Wealth
Arizona
$401K -$1.61K -8 -0.4%
RA
350
Rockingstone Advisors
Massachusetts
$401K