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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 %
AWP
476
Abacus Wealth Partners
California
$402K -$191K -772 -32%
HWM
477
HighMark Wealth Management
Minnesota
$400K -$11.1K -45 -3%
HPA
478
High Probability Advisors
New York
$398K – – –
TFS
479
Thoroughbred Financial Services
Tennessee
$398K -$28.9K -117 -7%
AWMS
480
Advocacy Wealth Management Services
Georgia
$395K -$10.1M -40,705 -96%
PA
481
PFG Advisors
Arizona
$393K -$857K -3,461 -69%
CWA
482
Capital Wealth Alliance
Arizona
$393K +$393K +1,588 New
WGC
483
Watts Gwilliam & Co
Arizona
$382K +$382K +1,532 New
LNC
484
Lincoln National Corp
Pennsylvania
$376K -$539K -2,179 -59%
PRWA
485
Platte River Wealth Advisors
Colorado
$376K – – –
GAM
486
Gould Asset Management
California
$373K – – –
KWMG
487
King Wealth Management Group
Florida
$367K – – –
GC
488
Guidance Capital
Kentucky
$364K – – –
LSA
489
Lansing Street Advisors
Pennsylvania
$363K -$2.97K -12 -0.8%
SAW
490
Signal Advisors Wealth
Michigan
$362K -$688K -2,779 -65%
SCTC
491
Sanibel Captiva Trust Company
Florida
$360K – – –
SGCA
492
Steel Grove Capital Advisors
Tennessee
$360K – – –
CTWM
493
Cherry Tree Wealth Management
Minnesota
$358K – – –
GLLW
494
Graves Light Lenhart Wealth
Virginia
$357K – – –
AWM
495
Aprio Wealth Management
Georgia
$354K – – –
HNW
496
High Note Wealth
Minnesota
$354K – – –
OPA
497
Old Port Advisors
Maine
$351K – – –
DWA
498
Delap Wealth Advisory
Oregon
$350K -$350K -1,415 -50%
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
$350K – – –
PBO
500
Peoples Bank (Ohio)
Ohio
$350K – – –
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