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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 %
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$288K +$288K +1,540 New
PRWA
352
Platte River Wealth Advisors
Colorado
$284K – – –
ATC
353
Argent Trust Co
Tennessee
$282K – – –
GAM
354
Gould Asset Management
California
$282K – – –
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$281K +$26.4K +141 +10%
KWMG
356
King Wealth Management Group
Florida
$278K – – –
AIP
357
Almanack Investment Partners
Pennsylvania
$275K -$26K -139 -9%
LIM
358
Leavell Investment Management
Alabama
$275K – – –
SGCA
359
Steel Grove Capital Advisors
Tennessee
$272K – – –
GLLW
360
Graves Light Lenhart Wealth
Virginia
$270K – – –
FWM
361
Focused Wealth Management
New York
$268K -$2.25K -12 -0.8%
BCM
362
Brookstone Capital Management
Illinois
$267K -$51K -269 -16%
AWM
363
Aprio Wealth Management
Georgia
$265K -$108K -575 -29%
DWA
364
Delap Wealth Advisory
Oregon
$265K – – –
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$263K +$263K +1,405 New
AWP
366
Abacus Wealth Partners
California
$263K +$263K +1,382 New
SHWM
367
Silicon Hills Wealth Management
Texas
$262K – – –
VIM
368
Vista Investment Management
Pennsylvania
$261K – – –
FWP
369
Firethorn Wealth Partners
Georgia
$257K -$8.02K -42 -3%
CC
370
Cannell & Co
New York
$255K +$187 +1 +0.1%
USCWA
371
U.S. Capital Wealth Advisors
Texas
$254K -$6.17K -33 -2%
CCM
372
Carlson Capital Management
Minnesota
$253K – – –
Wolverine Trading
373
Wolverine Trading
Illinois
$253K – – –
SHA
374
Seneca House Advisors
Virginia
$247K -$70.3K -376 -22%
ST
375
Spinnaker Trust
Maine
$247K – – –
13 14
15
16 17