OEF icon

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 %
PAG
551
Paladin Advisory Group
Iowa
$7.22K – – –
PB
552
Pinnacle Bancorp
Nebraska
$6.62K – – –
IHWM
553
Iron Horse Wealth Management
Iowa
$5.62K +$5.62K +28 New
FFA
554
Founders Financial Alliance
North Carolina
$5.16K – – –
CCM
555
Chilton Capital Management
Texas
$5.02K – – –
TSWM
556
Tyler-Stone Wealth Management
Ohio
$5K – – –
RCM
557
Raleigh Capital Management
North Carolina
$3.04K – – –
GFPC
558
Global Financial Private Client
Florida
$2.95K – – –
DF
559
DecisionPoint Financial
Arizona
$2.41K – – –
CWA
560
Carolina Wealth Advisors
South Carolina
$2.01K +$2.01K +10 New
NL
561
NVWM LLC
Pennsylvania
$1.61K -$14.5K -72 -90%
NRC
562
New Republic Capital
North Carolina
$1.41K – – –
ME
563
McIlrath & Eck
Washington
$1K – – –
FGAM
564
Financial Gravity Asset Management
Texas
$205 – – –
OLVIG
565
Oliver Lagore Vanvalin Investment Group
Michigan
$201 – – –
SIS
566
Sound Income Strategies
Florida
$8 -$8 – –
AWM
567
Activest Wealth Management
Florida
– -$7.89M -87,637 Closed
V
568
Veritable
Delaware
– -$13.9M -67,259 Closed
T
569
TCWP
Ohio
– -$5.15M -24,853 Closed
NEAM
570
New England Asset Management
Connecticut
– -$4.04M -19,500 Closed
Susquehanna International Group
571
Susquehanna International Group
Pennsylvania
– -$2.88M -13,931 Closed
HH
572
Hilltop Holdings
Texas
– -$2.04M -9,871 Closed
CIAS
573
CFS Investment Advisory Services
New Jersey
– -$1.34M -6,459 Closed
MG
574
Mather Group
Illinois
– -$1.21M -5,842 Closed
Citadel Advisors
575
Citadel Advisors
Florida
– -$1.09M -5,276 Closed
21 22
23
24 25