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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 %
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$301K -$10.4K -50 -3%
CTWM
377
Cherry Tree Wealth Management
Minnesota
$300K +$300K +1,447 New
GLLW
378
Graves Light Lenhart Wealth
Virginia
$299K – – –
KPWS
379
Kestra Private Wealth Services
Texas
$298K +$36.7K +177 +14%
FWM
380
Focused Wealth Management
New York
$297K +$621 +3 +0.2%
BCM
381
Brookstone Capital Management
Illinois
$295K +$6.35K +31 +2%
AWM
382
Aprio Wealth Management
Georgia
$293K – – –
USCWA
383
U.S. Capital Wealth Advisors
Texas
$293K +$12.2K +59 +4%
DWA
384
Delap Wealth Advisory
Oregon
$293K – – –
UFF
385
USA Financial Formulas
Michigan
$292K +$292K +1,408 New
SHWM
386
Silicon Hills Wealth Management
Texas
$290K – – –
WPW
387
Waldron Private Wealth
Pennsylvania
$289K -$36.2K -175 -11%
SHA
388
Seneca House Advisors
Virginia
$285K +$10.8K +52 +4%
Wolverine Trading
389
Wolverine Trading
Illinois
$280K – – –
CCM
390
Carlson Capital Management
Minnesota
$280K – – –
FWP
391
Firethorn Wealth Partners
Georgia
$279K – – –
ST
392
Spinnaker Trust
Maine
$274K – – –
CC
393
Cannell & Co
New York
$272K -$10.4K -50 -4%
RBC
394
Romano Brothers & Co
Illinois
$265K – – –
AAS
395
Ameritas Advisory Services
Nebraska
$261K -$85.9K -419 -25%
TF
396
Tompkins Financial
New York
$260K – – –
AWMG
397
Alliance Wealth Management Group
New Jersey
$260K – – –
TCM
398
Towercrest Capital Management
Pennsylvania
$260K – – –
RAG
399
RIA Advisory Group
Iowa
$260K – – –
IWA
400
Intercontinental Wealth Advisors
Texas
$259K – – –
14 15
16
17 18