OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

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

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$141M
2
ONB
Old National Bancorp
Indiana
+$46.5M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$15.9M
4
PFO
Pathstone Family Office
New Jersey
+$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$12.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$323M
2
CWA
CM Wealth Advisors
Ohio
-$19.3M
3
Bank of America
Bank of America
North Carolina
-$15.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$14.6M
5
BC
Bricktown Capital
Michigan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
AE Wealth Management
Kansas
$335K -$3.01M -15,005 -90%
USCWA
377
U.S. Capital Wealth Advisors
Texas
$334K +$50.2K +250 +18%
HNW
378
High Note Wealth
Minnesota
$334K – – –
KBFS
379
Kohmann Bosshard Financial Services
Ohio
$330K – – –
UAS
380
United Asset Strategies
New York
$330K – – –
DP
381
Dearborn Partners
Illinois
$327K +$327K +762 New
FLPIM
382
F.L. Putnam Investment Management
Massachusetts
$327K -$6.62K -33 -2%
BWM
383
Birchcreek Wealth Management
Ohio
$327K – – –
HPA
384
High Probability Advisors
New York
$323K – – –
Financial Engines Advisors
385
Financial Engines Advisors
California
$321K -$4.23K -21 -1%
TRCT
386
Tower Research Capital (TRC)
New York
$321K -$2.13M -10,600 -87%
OPA
387
Old Port Advisors
Maine
$311K +$311K +1,550 New
PAM
388
Palisade Asset Management
Minnesota
$310K – – –
Thrivent Financial for Lutherans
389
Thrivent Financial for Lutherans
Minnesota
$308K -$14.1K -70 -4%
PRWA
390
Platte River Wealth Advisors
Colorado
$305K – – –
GAM
391
Gould Asset Management
California
$303K – – –
GC
392
Guidance Capital
Kentucky
$301K – – –
KWMG
393
King Wealth Management Group
Florida
$298K – – –
GLLW
394
Graves Light Lenhart Wealth
Virginia
$292K – – –
SGCA
395
Steel Grove Capital Advisors
Tennessee
$292K – – –
CTWM
396
Cherry Tree Wealth Management
Minnesota
$290K – – –
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$60.4K +301 +26%
AIP
398
Almanack Investment Partners
Pennsylvania
$289K -$7.02K -35 -2%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$288K -$3.41K -17 -1%
FWM
400
Focused Wealth Management
New York
$287K -$1.2K -6 -0.4%
14 15
16
17 18