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iShares S&P 100 ETF

501 hedge funds and large institutions have $5.05B invested in iShares S&P 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.34%
New
77
Increased
115
Reduced
163
Closed
42
Calls
$13.9B
Puts
$23.8B
Net Calls
-$9.83B
Net Calls Change
+$4.53B
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
401
HBK Sorce Advisory
Pennsylvania
$207K +$207K +1,216 New
BFIM
402
Beese Fulmer Investment Management
Ohio
$206K +$206K +1,210 New
PWM
403
Perigon Wealth Management
California
$206K +$206K +1,206 New
CA
404
Calton & Associates
Florida
$205K +$205K +1,200 New
PS
405
Planned Solutions
California
$203K +$203K +1,192 New
AFC
406
AFT Forsyth & Company
Florida
$203K +$203K +1,190 New
CSWM
407
Cassady Schiller Wealth Management
Ohio
$178K +$178K +1,045 New
CTA
408
Colonial Trust Advisors
South Carolina
$173K +$173K +1,017 New
ADL
409
Asset Dedication LLC
California
$173K
BAM
410
Byrne Asset Management
New Jersey
$169K +$2.56K +15 +2%
CIAS
411
Capital Investment Advisory Services
North Carolina
$163K +$171 +1 +0.1%
GC
412
Garde Capital
Washington
$153K
Barclays
413
Barclays
United Kingdom
$142K -$28.1K -165 -17%
RFA
414
Resurgent Financial Advisors
Georgia
$125K +$125K +730 New
GI
415
Gradient Investments
Minnesota
$115K
LWA
416
Lowe Wealth Advisors
Maryland
$112K
WBC
417
West Branch Capital
Massachusetts
$112K +$341 +2 +0.3%
Deutsche Bank
418
Deutsche Bank
Germany
$110K
CA
419
Crewe Advisors
Utah
$108K -$28.5K -167 -21%
HWA
420
HHM Wealth Advisors
Tennessee
$108K
OFG
421
Oxford Financial Group
Indiana
$93.8K
TCCM
422
Timber Creek Capital Management
Massachusetts
$92.6K
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$89.9K
PPC
424
Park Place Capital
Alabama
$82K +$82K +478 New
BWA
425
BDO Wealth Advisors
Florida
$81.4K +$341 +2 +0.4%