OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$981M
2
FSA
Financial Services Advisory
Maryland
$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$369M
4
VF
VitalStone Financial
Texas
$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
3
CWA
CM Wealth Advisors
Ohio
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
5
FPF
First Pacific Financial
Washington
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
426
Lowe Wealth Advisors
Maryland
$123K – – –
Deutsche Bank
427
Deutsche Bank
Germany
$121K – – –
HWA
428
HHM Wealth Advisors
Tennessee
$118K – – –
CA
429
Crewe Advisors
Utah
$114K -$4.68K -25 -4%
NSIM
430
North Star Investment Management
Illinois
$106K +$19.8K +106 +23%
OFG
431
Oxford Financial Group
Indiana
$103K – – –
TCCM
432
Timber Creek Capital Management
Massachusetts
$102K – – –
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$94.6K -$3.93K -21 -4%
BWA
434
BDO Wealth Advisors
Florida
$89.6K +$374 +2 +0.4%
UCB
435
United Community Bank
South Carolina
$88.8K – – –
MAWA
436
Moss Adams Wealth Advisors
Washington
$85.1K – – –
RDFA
437
Ritter Daniher Financial Advisory
Ohio
$83.4K – – –
CCA
438
Column Capital Advisors
Indiana
$83.2K +$74.8K +400 +889%
FDCC
439
Foster Dykema Cabot & Co
Massachusetts
$81K +$81K +433 New
PMFA
440
Plante Moran Financial Advisors
Michigan
$79.1K – – –
CIA
441
Cape Investment Advisory
Georgia
$78.4K +$78.4K +419 New
AF
442
Allworth Financial
California
$77.8K +$28.6K +153 +58%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$76.1K +$76.1K +407 New
BL
444
Balentine LLC
Georgia
$75.8K +$65.1K +348 +611%
AWM
445
Avior Wealth Management
Nebraska
$73.3K -$5.43K -29 -7%
CFD
446
Creative Financial Designs
Indiana
$66.4K +$374 +2 +0.6%
GRP
447
Global Retirement Partners
California
$65.1K – – –
MPCG
448
Matrix Private Capital Group
New York
$60.6K – – –
ICM
449
Islay Capital Management
Texas
$58K – – –
CT
450
Cambridge Trust
Massachusetts
$56.9K -$266K -1,422 -82%
16 17
18
19 20