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iShares S&P 100 ETF
OEF

Overview Fund Activity

562 hedge funds and large institutions have $5.22B invested in iShares S&P 100 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+15
Holders Change %
+2.74%
% of All Funds
8.96%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.43%
New
58
Increased
140
Reduced
157
Closed
35
Calls
$19.1B
Puts
$36.4B
Net Calls
-$17.2B
Net Calls Change
-$3.81B

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$141M
2
ONB
Old National Bancorp
Indiana
$67.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$425M
4
PFO
Pathstone Family Office
New Jersey
$20.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.3M
2
CWA
CM Wealth Advisors
Ohio
$44.2M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$388M
5
BC
Bricktown Capital
Michigan
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Abound Wealth Management
Tennessee
$54.2K – – –
PA
502
PSI Advisors
Florida
$51.2K – – –
TWD
503
True Wealth Design
Ohio
$50.2K – – –
LFG
504
Larson Financial Group
Missouri
$50.2K +$40.7K +203 +432%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$48K – – –
BC
506
Barrett & Company
Rhode Island
$47.6K – – –
CFD
507
Creative Financial Designs
Indiana
$46.7K -$24.7K -123 -35%
LWA
508
Lowe Wealth Advisors
Maryland
$44.9K -$55.8K -278 -55%
CMP
509
Coston McIsaac & Partners
Maine
$41K – – –
PTC
510
Private Trust Company
Ohio
$40.1K – – –
CT
511
Colonial Trust
South Carolina
$40.1K – – –
OCM
512
Orion Capital Management
California
$39.1K +$39.1K +195 New
JFG
513
JDM Financial Group
Texas
$37.1K – – –
Simplex Trading
514
Simplex Trading
Illinois
$36K +$36K +182 New
TFGT
515
TS Financial Group (TSFG)
Illinois
$33K – – –
CFB
516
Cullen/Frost Bankers
Texas
$32.1K +$17.7K +88 +122%
AIC
517
Archer Investment Corporation
Indiana
$30.7K – – –
CIA
518
Choate Investment Advisors
Massachusetts
$30.3K +$30.3K +151 New
MA
519
MCF Advisors
Kentucky
$30.1K -$4.62K -23 -13%
First Manhattan
520
First Manhattan
New York
$30.1K -$10K -50 -25%
CWP
521
Concord Wealth Partners
Virginia
$28.9K – – –
TFA
522
Toth Financial Advisory
Virginia
$25.3K – – –
SWM
523
Sugarloaf Wealth Management
Georgia
$24.3K – – –
SWA
524
SOA Wealth Advisors
New York
$21.3K – – –
POIA
525
Pin Oak Investment Advisors
Texas
$21K – – –
19 20
21
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