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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$981M
2
FSA
Financial Services Advisory
Maryland
$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$369M
4
VF
VitalStone Financial
Texas
$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
3
CWA
CM Wealth Advisors
Ohio
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
5
FPF
First Pacific Financial
Washington
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$9.15M -$635K -3,394 -6%
PL
52
Polianta Ltd
Jersey
$9.09M +$4.04M +21,600 +80%
CA
53
Cetera Advisors
Colorado
$8.66M +$348K +1,862 +4%
IA
54
IFP Advisors
Florida
$8.54M -$338K -2,801 -4%
IWC
55
Integrated Wealth Concepts
Massachusetts
$8.52M +$480K +2,564 +6%
QIM
56
Quest Investment Management
Oregon
$8.41M +$801K +4,280 +11%
US Bancorp
57
US Bancorp
Minnesota
$7.79M -$116K -622 -1%
VF
58
VitalStone Financial
Texas
$7.26M +$7.26M +33,100 +157,619%
SWM
59
Segment Wealth Management
Texas
$7.23M -$82.1K -439 -1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$7.13M -$624K -3,335 -8%
RBC
61
Roble Belko & Company
Pennsylvania
$7.09M -$307K -1,643 -4%
HighTower Advisors
62
HighTower Advisors
Illinois
$7.08M -$642K -3,434 -8%
WCA
63
Waypoint Capital Advisors
Minnesota
$7.05M -$67.5K -361 -0.9%
BRWA
64
B. Riley Wealth Advisors
Florida
$6.74M +$131K +702 +2%
IRC
65
Investors Research Corp
Georgia
$6.74M +$311K +1,661 +5%
AWM
66
Atticus Wealth Management
Florida
$6.73M -$230K -1,232 -3%
CCM
67
Canal Capital Management
Virginia
$6.58M +$1.05M +5,613 +19%
PFO
68
Pathstone Family Office
New Jersey
$6.54M -$6.51M -34,798 -50%
Creative Planning
69
Creative Planning
Kansas
$6.47M -$613K -3,278 -9%
Stifel Financial
70
Stifel Financial
Missouri
$6.46M +$3.65M +19,490 +130%
Cerity Partners
71
Cerity Partners
New York
$6.34M -$840K -4,490 -12%
CAM
72
Carret Asset Management
New York
$6.17M -$258K -1,382 -4%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$6.1M +$769K +4,110 +14%
LWA
74
Lineweaver Wealth Advisors
Ohio
$6.09M +$6.09M +32,560 New
WBG
75
Wharton Business Group
Pennsylvania
$5.87M -$5.61K -30 -0.1%
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