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iShares S&P 100 ETF
OEF

Overview Fund Activity

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

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$141M
2
ONB
Old National Bancorp
Indiana
$67.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$425M
4
PFO
Pathstone Family Office
New Jersey
$20.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.3M
2
CWA
CM Wealth Advisors
Ohio
$44.2M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$388M
5
BC
Bricktown Capital
Michigan
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$31.9M +$3.16M +15,756 +11%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$26.4M +$6.51M +31,626 +33%
SFG
28
SNS Financial Group
Minnesota
$25.9M -$336K -1,667 -1%
FPF
29
First Pacific Financial
Washington
$24.4M -$598K -2,980 -2%
AC
30
Abbrea Capital
California
$24.2M +$97.5K +484 +0.4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$23.7M +$1.69M +8,418 +8%
VC
32
Vicus Capital
Pennsylvania
$23.6M +$833K +4,153 +4%
DWM
33
Dakota Wealth Management
Florida
$23M -$1.94M -9,661 -8%
M&T Bank
34
M&T Bank
New York
$22.8M -$303K -1,509 -1%
DWT
35
Dorsey & Whitney Trust
South Dakota
$22M – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$21.8M +$12.9M +64,500 +146%
SPIA
37
Steward Partners Investment Advisory
New York
$21.1M -$491K -2,448 -2%
PFO
38
Pathstone Family Office
New Jersey
$20.4M +$13.4M +67,019 +192%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20.3M -$323M -1,607,994 -94%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$20.1M -$2.79M -13,895 -12%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$19.5M -$12.4K -62 -0.1%
AWM
42
Altus Wealth Management
Kentucky
$19.3M +$585K +2,917 +3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$17.4M +$1.06M +5,292 +6%
Fisher Asset Management
44
Fisher Asset Management
Washington
$16.7M -$1.05M -5,241 -6%
Ameriprise
45
Ameriprise
Minnesota
$15.5M +$4.81M +24,012 +45%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$15.4M -$9.63K -48 -0.1%
OCM
47
One Capital Management
California
$15.3M +$10.4M +51,662 +208%
IA
48
IFP Advisors
Florida
$15M +$937K +4,672 +7%
FSA
49
Financial Services Advisory
Maryland
$14.9M +$400K +1,992 +3%
WWM
50
WJ Wealth Management
Arizona
$13.5M +$1.04M +5,168 +8%
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