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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 %
PP
451
PrairieView Partners
Minnesota
$56K – – –
TWM
452
Tradition Wealth Management
Minnesota
$56K – – –
CJL
453
Cyrus J. Lawrence
New York
$56K – – –
AWM
454
Abound Wealth Management
Tennessee
$50.5K -$24.3K -130 -33%
PA
455
PSI Advisors
Florida
$47.7K – – –
TWD
456
True Wealth Design
Ohio
$46.8K -$35.5K -190 -43%
BC
457
Barrett & Company
Rhode Island
$44.3K – – –
BFEC
458
Benjamin F. Edwards & Company
Missouri
$44K – – –
CMP
459
Coston McIsaac & Partners
Maine
$38K – – –
PTC
460
Private Trust Company
Ohio
$37.4K -$2.24K -12 -6%
First Manhattan
461
First Manhattan
New York
$37.4K – – –
CT
462
Colonial Trust
South Carolina
$37.4K – – –
OCM
463
Orion Capital Management
California
$36.5K – – –
JFG
464
JDM Financial Group
Texas
$34.6K – – –
TFGT
465
TS Financial Group (TSFG)
Illinois
$31K – – –
GIS
466
Grayhawk Investment Strategies
Alberta, Canada
$29K – – –
AIC
467
Archer Investment Corporation
Indiana
$28.6K – – –
CWP
468
Concord Wealth Partners
Virginia
$26.9K – – –
TFA
469
Toth Financial Advisory
Virginia
$23.5K -$2.06K -11 -8%
SWM
470
Sugarloaf Wealth Management
Georgia
$22.6K -$189 -1 -0.8%
POIA
471
Pin Oak Investment Advisors
Texas
$20K – – –
SWA
472
SOA Wealth Advisors
New York
$19.8K – – –
MFG
473
Monumental Financial Group
Maryland
$19K +$19K +104 New
OA
474
Operose Advisors
Wisconsin
$18.7K -$7.48K -40 -29%
SIC
475
Salem Investment Counselors
North Carolina
$18.3K – – –
17 18
19
20 21