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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 %
PP
651
PrairieView Partners
Minnesota
$75K – – –
CJL
652
Cyrus J. Lawrence
New York
$74K +$74K +300 New
TCM
653
TruNorth Capital Management
Michigan
$72.8K +$72.8K +294 New
CT
654
Cambridge Trust
Massachusetts
$69K – – –
AWM
655
Abound Wealth Management
Tennessee
$66.8K – – –
CT
656
Colonial Trust
South Carolina
$65.3K – – –
PA
657
PSI Advisors
Florida
$63.1K – – –
TWD
658
True Wealth Design
Ohio
$61.9K – – –
LFG
659
Larson Financial Group
Missouri
$60.6K – – –
BC
660
Barrett & Company
Rhode Island
$58.8K +$247 +1 +0.4%
RhumbLine Advisers
661
RhumbLine Advisers
Massachusetts
$57.6K -$49.5K -200 -46%
LWA
662
Lowe Wealth Advisors
Maryland
$55.4K – – –
ANBT
663
American National Bank & Trust
Texas
$54.9K +$34.1K +138 +164%
CMP
664
Coston McIsaac & Partners
Maine
$51K – – –
BF
665
BOK Financial
Oklahoma
$50.4K -$24.7K -100 -33%
HNB
666
Hilltop National Bank
Wyoming
$49K +$49K +198 New
OCM
667
Orion Capital Management
California
$48.2K – – –
JFG
668
JDM Financial Group
Texas
$45.8K – – –
CWP
669
Concord Wealth Partners
Virginia
$44.3K +$8.66K +35 +24%
AIC
670
Archer Investment Corporation
Indiana
$37.9K – – –
MA
671
Marquette Associates
Illinois
$37.1K -$367K -1,482 -91%
First Manhattan
672
First Manhattan
New York
$37.1K – – –
ACM
673
Anfield Capital Management
California
$36.6K +$36.6K +148 New
TFA
674
Toth Financial Advisory
Virginia
$31.5K – – –
SWM
675
Sugarloaf Wealth Management
Georgia
$30.3K – – –
25 26
27
28 29