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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$981M
2
FSA
Financial Services Advisory
Maryland
$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$369M
4
VF
VitalStone Financial
Texas
$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
3
CWA
CM Wealth Advisors
Ohio
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
5
FPF
First Pacific Financial
Washington
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.48K -$2.06K -11 -22%
Commonwealth Equity Services
502
Commonwealth Equity Services
Massachusetts
$6.75K +$238 +1,272 +4%
PAG
503
Paladin Advisory Group
Iowa
$6.73K +$6.73K +36 New
RCM
504
Raleigh Capital Management
North Carolina
$6.2K – – –
CG
505
Cutler Group
California
$5K +$5K +32 New
BAM
506
Belpointe Asset Management
Nevada
$4.86K -$4.86K -26 -50%
FFA
507
Founders Financial Alliance
North Carolina
$4.81K – – –
CCM
508
Chilton Capital Management
Texas
$4.68K +$4.68K +25 New
M
509
MOTCO
Texas
$2.99K +$2.99K +16 New
GFPC
510
Global Financial Private Client
Florida
$2.73K – – –
WP
511
WealthPLAN Partners
Nebraska
$2.59K +$2.59K +14 New
NRC
512
New Republic Capital
North Carolina
$1.31K – – –
ME
513
McIlrath & Eck
Washington
$935 – – –
GWANC
514
Guardian Wealth Advisors (North Carolina)
North Carolina
$935 +$935 +5 New
SIS
515
Sound Income Strategies
Florida
$7 – – –
CWA
516
CM Wealth Advisors
Ohio
– -$40.4M -236,913 Closed
PAS
517
Park Avenue Securities
New York
– -$5.37M -31,493 Closed
CS
518
Credit Suisse
Switzerland
– -$5.12M -30,012 Closed
Two Sigma Investments
519
Two Sigma Investments
New York
– -$4.04M -23,700 Closed
Susquehanna International Group
520
Susquehanna International Group
Pennsylvania
– -$1.82M -10,687 Closed
WP
521
WealthShield Partners
North Carolina
– -$1.45M -8,473 Closed
CWAG
522
Compton Wealth Advisory Group
Virginia
– -$1.21M -7,110 Closed
LGWM
523
Litman Gregory Wealth Management
California
– -$992K -5,816 Closed
Two Sigma Advisers
524
Two Sigma Advisers
New York
– -$921K -5,400 Closed
ETC
525
Exchange Traded Concepts
Oklahoma
– -$727K -4,263 Closed
19 20
21
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