OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

736 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
736
Holders Change
-19
Holders Change %
-2.52%
% of All Funds
10.67%
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 %
AWP
51
Avid Wealth Partners
Texas
$19.2M +$9.28M +37,526 +94%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$19M +$179K +723 +0.9%
HTIM
53
Harbour Trust & Investment Management
Indiana
$18.9M -$421K -1,703 -2%
ACP
54
Aveo Capital Partners
Colorado
$18.8M +$5.21M +21,373 +38%
Fisher Asset Management
55
Fisher Asset Management
Washington
$18.1M -$1.13M -4,586 -6%
MA
56
MONECO Advisors
Connecticut
$17.7M +$2.03M +8,202 +13%
OCM
57
One Capital Management
California
$17.6M -$502K -2,030 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$17.2M -$55.3M -223,340 -76%
SAMT
59
Select Asset Management & Trust
Pennsylvania
$16.3M +$7.89M +31,881 +93%
RJA
60
Raymond James & Associates
Florida
$15.3M -$1.54M -6,212 -9%
IWC
61
Integrated Wealth Concepts
Massachusetts
$15.2M -$5.5M -22,246 -27%
BBHC
62
Brown Brothers Harriman & Co
New York
$15.2M – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$15.2M -$6.13M -24,776 -29%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$15.2M -$13M -52,483 -46%
ZIMP
65
Zimmermann Investment Management & Planning
Pennsylvania
$14.6M +$1.04M +4,205 +8%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$14.5M -$123M -496,315 -89%
KeyBank National Association
67
KeyBank National Association
Ohio
$14.4M -$474K -1,914 -3%
PAS
68
Park Avenue Securities
New York
$14M -$91.1M -368,050 -87%
AWM
69
AE Wealth Management
Kansas
$13.2M -$4.12M -16,649 -24%
CCB
70
Country Club Bank
Missouri
$13.2M -$194K -785 -1%
MGW
71
MB Generational Wealth
Washington
$12.8M -$25.4M -31,219 -67%
SYBT
72
Stock Yards Bank & Trust
Kentucky
$12.7M -$231K -933 -2%
LWA
73
Lineweaver Wealth Advisors
Ohio
$12.5M +$713K +2,876 +6%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$12.4M -$118K -475 -0.9%
Stifel Financial
75
Stifel Financial
Missouri
$12.2M -$15.9M -64,212 -57%
1 2
3
4 5