OEF icon

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 %
CMI
601
Clare Market Investments
Texas
$221K +$221K +895 New
GC
602
Garde Capital
Washington
$221K – – –
EFS
603
Essex Financial Services
Connecticut
$220K +$220K +890 New
GPFA
604
Game Plan Financial Advisors
Ohio
$219K – – –
FFN
605
Focus Financial Network
Minnesota
$219K -$2.23M -9,366 -91%
WEG
606
World Equity Group
Illinois
$218K -$498K -2,014 -70%
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$215K +$127K +515 +145%
HI
608
Harbour Investments
Wisconsin
$215K -$1.15M -4,641 -84%
AMCA
609
Arthur M. Cohen & Associates
Illinois
$215K +$215K +870 New
CTA
610
Chesley Taft & Associates
Illinois
$215K +$215K +870 New
MSAM
611
Moloney Securities Asset Management
Missouri
$209K -$21K -85 -9%
VIM
612
Vista Investment Management
Pennsylvania
$208K -$52.5K -212 -20%
WA
613
WBH Advisory
Maryland
$208K +$208K +842 New
NC
614
Napatree Capital
Rhode Island
$207K +$207K +870 New
CG
615
Caprock Group
Idaho
$206K +$206K +831 New
AWA
616
Aaron Wealth Advisors
Illinois
$205K -$24.2K -98 -11%
EW
617
Enzi Wealth
Texas
$205K +$205K +853 New
BB
618
Bell Bank
North Dakota
$203K +$203K +822 New
MIG
619
McGuire Investment Group
Rhode Island
$203K +$203K +821 New
WG
620
Welch Group
Alabama
$203K +$203K +820 New
BAM
621
Byrne Asset Management
New Jersey
$203K +$5.2K +21 +3%
SCM
622
Sheridan Capital Management
California
$201K +$201K +812 New
CWC
623
Carolinas Wealth Consulting
North Carolina
$197K -$40.1K -162 -17%
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$196K +$65.8K +266 +51%
W
625
WealthCollab
Washington
$195K – – –
23 24
25
26 27