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iShares S&P 100 ETF

490 hedge funds and large institutions have $4.61B invested in iShares S&P 100 ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 139 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
-13
Holders Change %
-2.58%
% of All Funds
8.29%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.39%
New
48
Increased
139
Reduced
139
Closed
57
Calls
$14.1B
Puts
$27B
Net Calls
-$13B
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
401
Gradient Investments
Minnesota
$116K
GFP
402
Gryphon Financial Partners
Ohio
$114K +$114K +659 New
LWA
403
Lowe Wealth Advisors
Maryland
$113K
WBC
404
West Branch Capital
Massachusetts
$112K +$345 +2 +0.3%
HWA
405
HHM Wealth Advisors
Tennessee
$109K
OFG
406
Oxford Financial Group
Indiana
$95K
TCCM
407
Timber Creek Capital Management
Massachusetts
$93K
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$91K
1IA
409
1834 Investment Advisors
Wisconsin
$85K +$85K +490 New
BWA
410
BDO Wealth Advisors
Florida
$82K +$173 +1 +0.2%
UCB
411
United Community Bank
South Carolina
$81.9K
HFS
412
Heritage Financial Services
Massachusetts
$80K +$80K +465 New
RDFA
413
Ritter Daniher Financial Advisory
Ohio
$77K -$50.6K -293 -40%
Deutsche Bank
414
Deutsche Bank
Germany
$76K
NSIM
415
North Star Investment Management
Illinois
$75K
PMFA
416
Plante Moran Financial Advisors
Michigan
$73K
AWM
417
Avior Wealth Management
Nebraska
$72K
CIR
418
Clear Investment Research
Georgia
$71K +$71K +411 New
PA
419
PSI Advisors
Florida
$68K
HI
420
Hudock Inc
Pennsylvania
$64K
NL
421
NVWM LLC
Pennsylvania
$56K
MPCG
422
Matrix Private Capital Group
New York
$56K
ICM
423
Islay Capital Management
Texas
$53K
PP
424
PrairieView Partners
Minnesota
$52K
BC
425
Burleson & Co
California
$52K +$52K +300 New