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iShares S&P 100 ETF
OEF

Overview Fund Activity

755 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.98%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B

Top Buyers

1
Citigroup
Citigroup
New York
$45.8M
2
AA
ALPS Advisors
Colorado
$44.7M
3
WAOI
Wealth Advisors of Iowa
Iowa
$26.1M
4
Bank of America
Bank of America
North Carolina
$1.58B
5
Morgan Stanley
Morgan Stanley
New York
$325M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
RVPG
Relative Value Partners Group
$0
3
CWA
CM Wealth Advisors
Ohio
$41.8M
4
IC
IEQ Capital
California
$220M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$43.8M +$2.29M +8,666 +6%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$3.29M -12,436 -7%
CWA
28
CM Wealth Advisors
Ohio
$41.8M -$28.7M -108,446 -41%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$41.5M +$16.8M +63,454 +68%
OC
30
Oakworth Capital
Alabama
$38.8M -$2.55M -9,652 -6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$38.7M +$477K +1,803 +1%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$38M -$171K -647 -0.4%
SA
33
Sanctuary Advisors
Indiana
$36.9M +$36.9M +152,570 New
SFG
34
SNS Financial Group
Minnesota
$36.7M +$937K +3,544 +3%
Two Sigma Investments
35
Two Sigma Investments
New York
$34.7M -$1.37M -5,200 -4%
OIA
36
OneDigital Investment Advisors
Kansas
$33.9M +$2.04M +7,705 +6%
DWT
37
Dorsey & Whitney Trust
South Dakota
$33.1M – – –
AC
38
Abbrea Capital
California
$32.8M -$130K -491 -0.4%
AWM
39
Altus Wealth Management
Kentucky
$31M +$220K +834 +0.7%
FPF
40
First Pacific Financial
Washington
$30.4M -$664K -2,513 -2%
SIC
41
Sigma Investment Counselors
Michigan
$30M +$1.92M +84,738 +7%
VC
42
Vicus Capital
Pennsylvania
$29.2M -$729K -2,757 -2%
IA
43
IFP Advisors
Florida
$28.7M +$421K +1,594 +1%
FSA
44
Financial Services Advisory
Maryland
$27.8M -$934K -3,532 -3%
IWC
45
Integrated Wealth Concepts
Massachusetts
$27.6M +$11.4M +42,953 +70%
SPIA
46
Steward Partners Investment Advisory
New York
$27.2M -$334K -1,262 -1%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$26.3M -$1.71M -6,477 -6%
SAMT
48
Select Asset Management & Trust
Pennsylvania
$26.3M +$8.85M +33,485 +51%
WAOI
49
Wealth Advisors of Iowa
Iowa
$26.1M +$26.1M +237,067 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$24.5M +$8.22M +31,090 +51%
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