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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 %
MA
676
MCF Advisors
Kentucky
$29.9K -$5.94K -24 -17%
SWA
677
SOA Wealth Advisors
New York
$26.2K – – –
GFPC
678
Global Financial Private Client
Florida
$26.1K -$53.2K -214 -67%
OA
679
Operose Advisors
Wisconsin
$24.7K – – –
POIA
680
Pin Oak Investment Advisors
Texas
$24K -$2.53K -10 -10%
UB
681
UMB Bank
Missouri
$22.5K – – –
TFM
682
TFC Financial Management
Massachusetts
$22.3K – – –
TC
683
Trust Company
Kansas
$21.5K – – –
GI
684
GAMMA Investing
California
$21K – – –
LF
685
LifeSteps Financial
California
$20.3K +$20.3K +82 New
EWM
686
Evermay Wealth Management
Virginia
$19.1K – – –
QCG
687
Quadrant Capital Group
Ohio
$18.8K – – –
WIM
688
Westside Investment Management
California
$18.8K – – –
HIA
689
Harbor Investment Advisory
Maryland
$17.6K -$742 -3 -4%
PA
690
Pineridge Advisors
Missouri
$16.6K -$4.95K -20 -23%
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$16.4K – – –
PPC
692
Park Place Capital
Alabama
$16.1K -$40.6K -164 -72%
AIM
693
Anchor Investment Management
South Carolina
$15.8K – – –
VWM
694
Venturi Wealth Management
Texas
$14.6K -$952K -3,848 -98%
GWM
695
Geneos Wealth Management
Colorado
$14.4K – – –
JPWM
696
Jamison Private Wealth Management
Georgia
$13.4K +$13.4K +54 New
HT
697
Headlands Technologies
Illinois
$12.9K +$12.9K +52 New
IGWM
698
ICA Group Wealth Management
Colorado
$12.6K -$89.8K -363 -88%
VCM
699
Versant Capital Management
Arizona
$12.6K – – –
SSB
700
Sandy Spring Bank
Maryland
$12.4K – – –
26 27
28
29 30