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iShares S&P 100 ETF
OEF

Overview Fund Activity

737 hedge funds and large institutions have $8.05B invested in iShares S&P 100 ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 155 increasing their positions, 313 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
-19
Holders Change %
-2.51%
% of All Funds
10.68%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.67%
New
77
Increased
155
Reduced
313
Closed
85
Calls
$22B
Puts
$42.8B
Net Calls
-$20.8B
Net Calls Change
+$167M

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$256M
2
EW
Evoke Wealth
California
+$111M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$30.8M
4
SIC
Sigma Investment Counselors
Michigan
+$28.4M
5
CWA
CM Wealth Advisors
Ohio
+$16.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$826M
2
Morgan Stanley
Morgan Stanley
New York
-$472M
3
BlackRock
BlackRock
New York
-$236M
4
LPL Financial
LPL Financial
California
-$141M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
451
Neuberger Berman Group
New York
$463K – – –
CA
452
Claro Advisors
Massachusetts
$458K -$10.6K -43 -2%
OFS
453
Oldfather Financial Services
Nebraska
$457K – – –
WIC
454
Willis Investment Counsel
Georgia
$455K – – –
GT
455
Glenview Trust
Kentucky
$453K – – –
AWM
456
Apollon Wealth Management
South Carolina
$453K -$348K -1,406 -43%
EWA
457
Evolution Wealth Advisors
Florida
$451K – – –
PAM
458
Palisade Asset Management
Minnesota
$450K +$66.8K +270 +17%
DP
459
Dearborn Partners
Illinois
$448K +$18.9K +36 +4%
NP
460
NorthRock Partners
Minnesota
$448K -$20K -81 -4%
TVM
461
True Vision MN
Minnesota
$448K -$1.42M -5,861 -76%
BBPWM
462
Blue Bell Private Wealth Management
Pennsylvania
$443K – – –
AR
463
Apeiron RIA
Texas
$438K -$2.09M -8,464 -83%
CPIG
464
Chicago Partners Investment Group
Illinois
$438K – – –
BFEC
465
Benjamin F. Edwards & Company
Missouri
$434K -$19.3K -78 -4%
FHA
466
First Horizon Advisors
Tennessee
$430K -$1.9M -7,679 -82%
TCWA
467
Turtle Creek Wealth Advisors
Texas
$424K – – –
AIM
468
Aspen Investment Management
Michigan
$421K – – –
Financial Engines Advisors
469
Financial Engines Advisors
California
$421K +$7.67K +31 +2%
DAS
470
Diversify Advisory Services
Utah
$419K +$419K +1,696 New
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$419K – – –
AC
472
Arjuna Capital
North Carolina
$409K +$409K +1,655 New
KBFS
473
Kohmann Bosshard Financial Services
Ohio
$407K – – –
UAS
474
United Asset Strategies
New York
$406K – – –
BWM
475
Birchcreek Wealth Management
Ohio
$403K – – –
17 18
19
20 21