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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 %
BF
476
BOK Financial
Oklahoma
$73.3K -$103K -496 -58%
RhumbLine Advisers
477
RhumbLine Advisers
Massachusetts
$69.2K -$1.01M -4,881 -94%
MPCG
478
Matrix Private Capital Group
New York
$67.1K – – –
ICM
479
Islay Capital Management
Texas
$64.2K – – –
CT
480
Cambridge Trust
Massachusetts
$62.9K – – –
PP
481
PrairieView Partners
Minnesota
$62K – – –
TWM
482
Tradition Wealth Management
Minnesota
$61K – – –
AWM
483
Abound Wealth Management
Tennessee
$55.9K – – –
PA
484
PSI Advisors
Florida
$52.8K – – –
TWD
485
True Wealth Design
Ohio
$51.8K – – –
BC
486
Barrett & Company
Rhode Island
$49.1K – – –
BFEC
487
Benjamin F. Edwards & Company
Missouri
$49K – – –
GRP
488
Global Retirement Partners
California
$46K -$25.9K -125 -36%
CMP
489
Coston McIsaac & Partners
Maine
$42K – – –
PTC
490
Private Trust Company
Ohio
$41.4K – – –
First Manhattan
491
First Manhattan
New York
$41.4K – – –
CT
492
Colonial Trust
South Carolina
$41.4K – – –
JFG
493
JDM Financial Group
Texas
$38.3K – – –
MA
494
MCF Advisors
Kentucky
$35.8K -$4.19M -20,248 -99%
TFGT
495
TS Financial Group (TSFG)
Illinois
$34K – – –
SMA
496
Sage Mountain Advisors
Georgia
$32.5K +$32.5K +157 New
AIC
497
Archer Investment Corporation
Indiana
$31.7K – – –
CWP
498
Concord Wealth Partners
Virginia
$29.8K – – –
SF
499
Safeguard Financial
Wisconsin
$28K +$28K +138 New
TFA
500
Toth Financial Advisory
Virginia
$26.1K – – –
18 19
20
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