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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 %
WT
351
Whittier Trust
California
$352K – – –
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$351K -$13.5K -65 -4%
SOS
353
Silver Oak Securities
Tennessee
$345K +$345K +1,667 New
HNW
354
High Note Wealth
Minnesota
$345K – – –
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$344K -$121K -585 -26%
KBFS
356
Kohmann Bosshard Financial Services
Ohio
$341K – – –
UAS
357
United Asset Strategies
New York
$340K -$10.7M -51,551 -97%
BWM
358
Birchcreek Wealth Management
Ohio
$337K – – –
Financial Engines Advisors
359
Financial Engines Advisors
California
$335K -$3.93K -19 -1%
TI
360
Trexquant Investment
Connecticut
$335K +$335K +1,616 New
HFA
361
High Falls Advisors
New York
$334K +$95.6K +462 +40%
HPA
362
High Probability Advisors
New York
$333K – – –
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$328K -$3.07K -15 -0.9%
PAM
364
Palisade Asset Management
Minnesota
$320K – – –
Wealth Enhancement Advisory Services
365
Wealth Enhancement Advisory Services
Minnesota
$319K – – –
GC
366
Guidance Capital
Kentucky
$316K +$316K +1,518 New
PWM
367
Perigon Wealth Management
California
$316K +$66.1K +319 +26%
Baird Financial Group
368
Baird Financial Group
Wisconsin
$316K +$47.8K +231 +18%
PRWA
369
Platte River Wealth Advisors
Colorado
$315K – – –
ATC
370
Argent Trust Co
Tennessee
$313K – – –
GAM
371
Gould Asset Management
California
$312K – – –
KWMG
372
King Wealth Management Group
Florida
$307K – – –
AIP
373
Almanack Investment Partners
Pennsylvania
$305K +$207 +1 +0.1%
LIM
374
Leavell Investment Management
Alabama
$304K – – –
SGCA
375
Steel Grove Capital Advisors
Tennessee
$301K – – –
13 14
15
16 17