OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

501 hedge funds and large institutions have $5.05B invested in iShares S&P 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.34%
New
77
Increased
115
Reduced
163
Closed
42
Calls
$13.9B
Puts
$23.8B
Net Calls
-$9.83B
Net Calls Change
+$4.53B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$74.7M
2
BlackRock
BlackRock
New York
+$40.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$23.4M
5
AWA
Arete Wealth Advisors
Illinois
+$11.9M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$5.58B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$288M
3
PS
Portfolio Strategies
New York
-$20.3M
4
CAG
Curtis Advisory Group
California
-$18.4M
5
Morgan Stanley
Morgan Stanley
New York
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
501
McIlrath & Eck
Washington
$853 – – –
CMP
502
Coston McIsaac & Partners
Maine
$35 +$35 +207 New
WIM
503
Westside Investment Management
California
$12 – – –
PS
504
Portfolio Strategies
New York
– -$20.3M -125,332 Closed
CAG
505
Curtis Advisory Group
California
– -$18.4M -113,137 Closed
LWA
506
Lineweaver Wealth Advisors
Ohio
– -$7.21M -44,386 Closed
BMM
507
Berkshire Money Management
Massachusetts
– -$6.49M -39,908 Closed
WI
508
Wintrust Investments
Illinois
– -$1.67M -35,200 Closed
JWM
509
Jackson Wealth Management
Florida
– -$4.04M -24,876 Closed
CPO
510
Cerity Partners OCIO
New York
– -$3.05M -18,739 Closed
GB
511
Gunma Bank
Japan
– -$2.16M -13,300 Closed
TC
512
Trilogy Capital
California
– -$1.99M -12,250 Closed
LP
513
LGL Partners
Pennsylvania
– -$1.8M -11,046 Closed
HGERS
514
Householder Group Estate & Retirement Specialist
Arizona
– -$1.51M -9,317 Closed
EP
515
Edgestream Partners
New Jersey
– -$1.26M -7,779 Closed
KCM
516
Karp Capital Management
California
– -$1.21M -7,470 Closed
ML
517
McAdam LLC
Pennsylvania
– -$1.17M -7,192 Closed
YIH
518
Y-Intercept (HK)
Hong Kong
– -$860K -5,294 Closed
ACK
519
Andrew C. Karlinski
– -$831K -5,115 Closed
Renaissance Technologies
520
Renaissance Technologies
New York
– -$601K -3,700 Closed
Citadel Advisors
521
Citadel Advisors
Florida
– -$545K -3,355 Closed
Squarepoint
522
Squarepoint
New York
– -$395K -2,431 Closed
CIBC World Market
523
CIBC World Market
Ontario, Canada
– -$390K -2,400 Closed
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
– -$349K -2,150 Closed
AWA
525
Aaron Wealth Advisors
Illinois
– -$349K -2,148 Closed
18 19 20
21
22