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iShares S&P 100 ETF
OEF

Overview Fund Activity

562 hedge funds and large institutions have $5.22B invested in iShares S&P 100 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+15
Holders Change %
+2.74%
% of All Funds
8.96%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.43%
New
58
Increased
140
Reduced
157
Closed
35
Calls
$19.1B
Puts
$36.4B
Net Calls
-$17.2B
Net Calls Change
-$3.81B

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$141M
2
ONB
Old National Bancorp
Indiana
$67.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$425M
4
PFO
Pathstone Family Office
New Jersey
$20.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.3M
2
CWA
CM Wealth Advisors
Ohio
$44.2M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$388M
5
BC
Bricktown Capital
Michigan
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$12.5M +$70.2K +350 +0.6%
BBHC
52
Brown Brothers Harriman & Co
New York
$12.3M -$2.01K -10 -0%
KeyBank National Association
53
KeyBank National Association
Ohio
$12.2M -$462K -2,301 -4%
OIA
54
OneDigital Investment Advisors
Kansas
$12M +$2.11M +10,519 +21%
CCB
55
Country Club Bank
Missouri
$11M +$85.4K +425 +0.8%
SYBT
56
Stock Yards Bank & Trust
Kentucky
$10.6M -$229K -1,142 -2%
QIM
57
Quest Investment Management
Oregon
$10.5M +$1.02M +5,080 +11%
ZIMP
58
Zimmermann Investment Management & Planning
Pennsylvania
$10.2M +$6.76M +33,673 +196%
Northern Trust
59
Northern Trust
Illinois
$10.1M +$264K +1,317 +3%
REMPR
60
Roof Eidam Maycock Peralta (REMP)
California
$10M +$73K +364 +0.7%
IWC
61
Integrated Wealth Concepts
Massachusetts
$9.34M +$340K +1,697 +4%
FEG
62
Financial Enhancement Group
Indiana
$9.08M -$33.1K -161 -0.4%
US Bancorp
63
US Bancorp
Minnesota
$8.42M -$262K -1,304 -3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$8.23M +$1.98M +9,878 +32%
HighTower Advisors
65
HighTower Advisors
Illinois
$8.2M +$689K +3,435 +9%
GA
66
Geller Advisors
New York
$8.13M -$2.07M -10,260 -20%
LA
67
Legacy Advisors
Pennsylvania
$8.05M -$38.5K -191 -0.5%
PL
68
Polianta Ltd
Jersey
$7.87M -$522K -2,600 -6%
UCFA
69
United Capital Financial Advisors
Texas
$7.84M -$7.02M -34,992 -47%
IRC
70
Investors Research Corp
Georgia
$7.75M +$245K +1,220 +3%
KWM
71
Keebeck Wealth Management
Illinois
$7.6M +$1.76M +8,747 +30%
WCA
72
Waypoint Capital Advisors
Minnesota
$7.58M – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$7.52M -$249K -1,240 -3%
SWM
74
Segment Wealth Management
Texas
$7.37M -$216K -1,076 -3%
Creative Planning
75
Creative Planning
Kansas
$7.24M -$70.6K -352 -1%
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