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iShares S&P 100 ETF
OEF

Overview Fund Activity

501 hedge funds and large institutions have $5.05B invested in iShares S&P 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.34%
New
77
Increased
115
Reduced
163
Closed
42
Calls
$13.9B
Puts
$23.8B
Net Calls
-$9.83B
Net Calls Change
+$4.53B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$380M
2
BlackRock
BlackRock
New York
$92.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.6M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$329M
5
AWA
Arete Wealth Advisors
Illinois
$674M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$40.4M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$363M
3
PS
Portfolio Strategies
New York
$0
4
CAG
Curtis Advisory Group
California
$0
5
Morgan Stanley
Morgan Stanley
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$8.92M -$83.9K -492 -0.9%
IA
52
IFP Advisors
Florida
$8.89M -$417K -3,453 -4%
BC
53
Bricktown Capital
Michigan
$8.53M +$8.53M +50,000 New
CAM
54
Cresset Asset Management
Illinois
$7.82M -$18K -1,502 -0.2%
CA
55
Cetera Advisors
Colorado
$7.58M -$407K -2,389 -5%
OIA
56
OneDigital Investment Advisors
Kansas
$7.37M +$5.23M +30,670 +245%
IWC
57
Integrated Wealth Concepts
Massachusetts
$7.33M -$1.54M -9,034 -17%
US Bancorp
58
US Bancorp
Minnesota
$7.21M -$260K -1,527 -3%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$7.07M +$2.09M +12,269 +42%
HighTower Advisors
60
HighTower Advisors
Illinois
$7.05M -$1.38M -8,103 -16%
QIM
61
Quest Investment Management
Oregon
$6.94M +$17.2K +101 +0.2%
RBC
62
Roble Belko & Company
Pennsylvania
$6.74M +$110K +646 +2%
SWM
63
Segment Wealth Management
Texas
$6.66M -$158K -926 -2%
Cerity Partners
64
Cerity Partners
New York
$6.55M +$466K +2,732 +8%
WCA
65
Waypoint Capital Advisors
Minnesota
$6.49M +$51.9K +304 +0.8%
Creative Planning
66
Creative Planning
Kansas
$6.46M +$67.2K +394 +1%
AWM
67
Atticus Wealth Management
Florida
$6.35M +$6.35M +37,209 New
SCM
68
SCS Capital Management
Massachusetts
$6.15M +$12.6K +74 +0.2%
BRWA
69
B. Riley Wealth Advisors
Florida
$6.03M -$576K -3,376 -9%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$5.94M +$684K +4,012 +13%
CAM
71
Carret Asset Management
New York
$5.86M -$197K -1,153 -3%
IRC
72
Investors Research Corp
Georgia
$5.86M +$416K +2,440 +8%
ZIMP
73
Zimmermann Investment Management & Planning
Pennsylvania
$5.5M -$2.73M -16,010 -33%
PAS
74
Park Avenue Securities
New York
$5.37M +$4.81M +28,169 +847%
WBG
75
Wharton Business Group
Pennsylvania
$5.36M -$284K -1,665 -5%
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