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iShares S&P 100 ETF
OEF

Overview Fund Activity

756 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.99%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B

Top Buyers

1
Citigroup
Citigroup
New York
+$45.1M
2
AA
ALPS Advisors
Colorado
+$44.7M
3
WAOI
Wealth Advisors of Iowa
Iowa
+$26.1M
4
Bank of America
Bank of America
North Carolina
+$18.9M
5
Morgan Stanley
Morgan Stanley
New York
+$17M

Top Sellers

1
EW
Evoke Wealth
California
-$111M
2
RVPG
Relative Value Partners Group
-$87.1M
3
CWA
CM Wealth Advisors
Ohio
-$28.7M
4
IC
IEQ Capital
California
-$18.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
576
TCV Trust & Wealth Management
Virginia
$255K – – –
CIAS
577
Capital Investment Advisory Services
North Carolina
$254K +$529 +2 +0.2%
HA
578
Hanover Advisors
South Carolina
$251K -$2.64K -10 -1%
GT
579
Greenleaf Trust
Michigan
$251K – – –
FFN
580
Focus Financial Network
Minnesota
$250K +$1.08K +4 +0.4%
WLG
581
Williamson Legacy Group
Indiana
$250K +$250K +947 New
PFA
582
Pinnacle Family Advisors
Missouri
$248K +$248K +940 New
LWM
583
Lyell Wealth Management
California
$248K +$248K +940 New
PI
584
PFG Investments
New York
$248K -$2.64M -9,984 -91%
AUB
585
Atlantic Union Bankshares
Virginia
$248K – – –
FCA
586
FLC Capital Advisors
California
$247K – – –
OFG
587
Oxford Financial Group
Indiana
$245K – – –
PSCM
588
Per Stirling Capital Management
Texas
$243K +$264 +1 +0.1%
FMC
589
First Merchants Corp
Indiana
$242K – – –
TSS
590
Thomas Story & Son
Indiana
$238K – – –
WA
591
Wealth Architects
California
$238K – – –
GC
592
Garde Capital
Washington
$237K – – –
CMI
593
Clare Market Investments
Texas
$237K – – –
DWP
594
Daymark Wealth Partners
Ohio
$233K +$233K +882 New
AMCA
595
Arthur M. Cohen & Associates
Illinois
$230K +$264 +1 +0.1%
RDFA
596
Ritter Daniher Financial Advisory
Ohio
$230K – – –
HWMC
597
Heritage Wealth Management (California)
California
$230K -$6.61K -25 -3%
NC
598
Napatree Capital
Rhode Island
$230K – – –
CTA
599
Chesley Taft & Associates
Illinois
$230K – – –
ESB
600
Essex Savings Bank
Connecticut
$230K +$230K +870 New
22 23
24
25 26