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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 %
BFIM
526
Beese Fulmer Investment Management
Ohio
$299K – – –
AFC
527
AFT Forsyth & Company
Florida
$299K – – –
SS
528
Sunbelt Securities
Texas
$299K +$265K +1,071 +771%
SFA
529
Sequoia Financial Advisors
Ohio
$297K +$247 +1 +0.1%
IAIM
530
International Assets Investment Management
Florida
$295K +$34.6K +140 +13%
PS
531
Planned Solutions
California
$295K – – –
NEPWA
532
New England Private Wealth Advisors
Massachusetts
$295K +$247 +1 +0.1%
LWA
533
Lantern Wealth Advisors
New York
$293K -$175K -709 -37%
SWP
534
Summit Wealth Partners
Florida
$291K -$8.41K -34 -3%
APW
535
Austin Private Wealth
Texas
$289K -$10.9M -44,415 -97%
CPSAC
536
Chas P. Smith & Associates (CPS)
Florida
$287K -$90.3K -365 -24%
SDWMA
537
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K – – –
EFG
538
Ethos Financial Group
Pennsylvania
$285K +$285K +1,152 New
SC
539
Savant Capital
Illinois
$285K +$13.9K +56 +5%
O3W
540
Omni 360 Wealth
New Jersey
$282K -$158K -639 -36%
CS
541
Cannell & Spears
New York
$279K +$279K +1,126 New
BW
542
BIP Wealth
Georgia
$277K – – –
NFG
543
Nations Financial Group
Iowa
$277K -$37.9K -153 -12%
SW
544
Simplicity Wealth
New Jersey
$276K -$1.06M -4,279 -79%
BFG
545
Bleakley Financial Group
New Jersey
$276K -$13.1K -53 -5%
BP
546
Ballentine Partners
Massachusetts
$275K -$27.2K -110 -9%
OL
547
Optas LLC
Texas
$275K – – –
FFC
548
First Financial Corp
Indiana
$268K +$262K +1,060 +4,818%
IWM
549
IHT Wealth Management
Illinois
$267K -$19.8K -80 -7%
SIC
550
Sterling Investment Counsel
New York
$266K – – –
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