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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 %
SB
376
Strategic Blueprint
Georgia
$244K +$244K +1,306 New
CWM
377
Chronos Wealth Management
Florida
$244K – – –
Renaissance Technologies
378
Renaissance Technologies
New York
$243K +$243K +1,300 New
BBW
379
Blue Barn Wealth
Utah
$243K – – –
Baird Financial Group
380
Baird Financial Group
Wisconsin
$242K -$10.5K -56 -4%
RBC
381
Romano Brothers & Co
Illinois
$239K -$24.1K -129 -9%
GCP
382
GSA Capital Partners
United Kingdom
$238K +$238K +1,270 New
KPWS
383
Kestra Private Wealth Services
Texas
$236K +$236K +1,260 New
QPWM
384
Quadrant Private Wealth Management
Pennsylvania
$236K +$236K +1,260 New
TF
385
Tompkins Financial
New York
$235K -$187 -1 -0.1%
AWMG
386
Alliance Wealth Management Group
New Jersey
$235K – – –
TCM
387
Towercrest Capital Management
Pennsylvania
$235K – – –
RAG
388
RIA Advisory Group
Iowa
$235K +$235K +1,257 New
IWA
389
Intercontinental Wealth Advisors
Texas
$234K +$234K +1,249 New
NFG
390
Nations Financial Group
Iowa
$233K +$374 +2 +0.2%
TFG
391
Tilson Financial Group
New Jersey
$233K – – –
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$232K – – –
SQA
393
Simon Quick Advisors
New Jersey
$231K +$935 +5 +0.4%
SWP
394
Summit Wealth Partners
Florida
$231K – – –
FRA
395
Frank Rimerman Advisors
California
$229K – – –
IWM
396
IHT Wealth Management
Illinois
$227K -$31K -166 -12%
BFIM
397
Beese Fulmer Investment Management
Ohio
$226K – – –
AFC
398
AFT Forsyth & Company
Florida
$226K +$3.74K +20 +2%
PWM
399
Perigon Wealth Management
California
$226K – – –
SFA
400
Sequoia Financial Advisors
Ohio
$224K -$41.3K -221 -16%
14 15
16
17 18