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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 %
NFG
401
Nations Financial Group
Iowa
$258K +$414 +2 +0.2%
SQA
402
Simon Quick Advisors
New Jersey
$256K +$621 +3 +0.2%
SB
403
Strategic Blueprint
Georgia
$255K -$15.7K -76 -6%
FRA
404
Frank Rimerman Advisors
California
$254K – – –
IWM
405
IHT Wealth Management
Illinois
$252K – – –
BFIM
406
Beese Fulmer Investment Management
Ohio
$251K – – –
AFC
407
AFT Forsyth & Company
Florida
$251K – – –
CM
408
Columbus Macro
Pennsylvania
$248K -$999K -4,825 -80%
SFA
409
Sequoia Financial Advisors
Ohio
$248K – – –
PS
410
Planned Solutions
California
$247K – – –
NEPWA
411
New England Private Wealth Advisors
Massachusetts
$246K +$246K +1,187 New
BFG
412
Bleakley Financial Group
New Jersey
$244K – – –
SS
413
Simplicity Solutions
Minnesota
$244K – – –
CWM
414
Chronos Wealth Management
Florida
$244K -$25.9K -125 -10%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$237K -$111K -537 -32%
AssetMark Inc
416
AssetMark Inc
California
$233K -$1.45K -7 -0.6%
DT
417
Daniels + Tansey
Delaware
$231K – – –
OL
418
Optas LLC
Texas
$230K – – –
VIM
419
Vista Investment Management
Pennsylvania
$229K -$60.3K -291 -21%
BFS
420
Bradley Foster & Sargent
Connecticut
$226K – – –
SC
421
Savant Capital
Illinois
$226K +$226K +1,092 New
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$226K -$31.1K -150 -12%
SWP
423
Summit Wealth Partners
Florida
$224K -$31.1K -150 -12%
SIC
424
Sterling Investment Counsel
New York
$222K – – –
MIM
425
Marco Investment Management
Georgia
$217K +$217K +1,050 New
15 16
17
18 19