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iShares S&P 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Aprio Wealth Management
Georgia
$284K
DWA
402
Delap Wealth Advisory
Oregon
$284K
PBO
403
Peoples Bank (Ohio)
Ohio
$284K -$58.6K -292 -17%
CCM
404
Carlson Capital Management
Minnesota
$281K +$10K +50 +4%
WPW
405
Waldron Private Wealth
Pennsylvania
$281K
SHA
406
Seneca House Advisors
Virginia
$281K +$611 +3 +0.2%
Wolverine Trading
407
Wolverine Trading
Illinois
$275K
WWM
408
Western Wealth Management
Colorado
$267K +$267K +1,333 New
ST
409
Spinnaker Trust
Maine
$265K
CC
410
Cannell & Co
New York
$264K
AF
411
Advisornet Financial
Minnesota
$263K -$100K -499 -28%
FM
412
Family Management
New York
$261K +$261K +1,299 New
RBC
413
Romano Brothers & Co
Illinois
$257K
RAG
414
RIA Advisory Group
Iowa
$253K +$802 +4 +0.3%
TF
415
Tompkins Financial
New York
$252K
NFG
416
Nations Financial Group
Iowa
$250K
SQA
417
Simon Quick Advisors
New Jersey
$248K
FTWA
418
Fifth Third Wealth Advisors
Ohio
$247K +$247K +1,230 New
LNC
419
Lincoln National Corp
Pennsylvania
$246K -$107K -535 -30%
PWM
420
Perigon Wealth Management
California
$246K -$60K -299 -20%
FRA
421
Frank Rimerman Advisors
California
$246K
EP
422
Edgestream Partners
New Jersey
$245K +$245K +1,223 New
BP
423
Ballentine Partners
Massachusetts
$245K +$245K +1,220 New
SC
424
Savant Capital
Illinois
$244K +$25.1K +125 +11%
BFIM
425
Beese Fulmer Investment Management
Ohio
$243K