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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 %
BAM
451
Byrne Asset Management
New Jersey
$178K -$21.3K -103 -11%
Barclays
452
Barclays
United Kingdom
$145K – – –
GI
453
Gradient Investments
Minnesota
$140K – – –
WBC
454
West Branch Capital
Massachusetts
$137K +$414 +2 +0.3%
Deutsche Bank
455
Deutsche Bank
Germany
$134K – – –
HWA
456
HHM Wealth Advisors
Tennessee
$131K – – –
CA
457
Crewe Advisors
Utah
$126K – – –
NSIM
458
North Star Investment Management
Illinois
$118K +$207 +1 +0.2%
OFG
459
Oxford Financial Group
Indiana
$114K – – –
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$106K +$1.45K +7 +1%
LWA
461
Lowe Wealth Advisors
Maryland
$104K -$31.9K -154 -23%
BWA
462
BDO Wealth Advisors
Florida
$99.5K +$414 +2 +0.4%
UCB
463
United Community Bank
South Carolina
$98.4K – – –
MAWA
464
Moss Adams Wealth Advisors
Washington
$94.2K – – –
TCCM
465
Timber Creek Capital Management
Massachusetts
$92.8K -$19.7K -95 -17%
RDFA
466
Ritter Daniher Financial Advisory
Ohio
$92.1K -$207 -1 -0.2%
CCA
467
Column Capital Advisors
Indiana
$92.1K – – –
FDCC
468
Foster Dykema Cabot & Co
Massachusetts
$90K – – –
PMFA
469
Plante Moran Financial Advisors
Michigan
$87.6K – – –
CIA
470
Cape Investment Advisory
Georgia
$86.8K – – –
AF
471
Allworth Financial
California
$83.2K -$2.9K -14 -3%
AWM
472
Avior Wealth Management
Nebraska
$81.1K – – –
BL
473
Balentine LLC
Georgia
$79.1K -$4.76K -23 -6%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$75.4K -$8.9K -43 -11%
CFD
475
Creative Financial Designs
Indiana
$73.7K +$207 +1 +0.3%
17 18
19
20 21