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iShares S&P 100 ETF
OEF

Overview Fund Activity

755 hedge funds and large institutions have $8.59B invested in iShares S&P 100 ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+19
Holders Change %
+2.58%
% of All Funds
10.98%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
80
Increased
225
Reduced
232
Closed
47
Calls
$21.9B
Puts
$45.5B
Net Calls
-$23.6B
Net Calls Change
-$2.8B

Top Buyers

1
Citigroup
Citigroup
New York
$45.8M
2
AA
ALPS Advisors
Colorado
$44.7M
3
WAOI
Wealth Advisors of Iowa
Iowa
$26.1M
4
Bank of America
Bank of America
North Carolina
$1.58B
5
Morgan Stanley
Morgan Stanley
New York
$325M

Top Sellers

1
EW
Evoke Wealth
California
$0
2
RVPG
Relative Value Partners Group
$0
3
CWA
CM Wealth Advisors
Ohio
$41.8M
4
IC
IEQ Capital
California
$220M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Amplius Wealth Advisors
Pennsylvania
$24.2M -$690K -2,610 -3%
ACP
52
Aveo Capital Partners
Colorado
$21.5M +$1.1M +4,156 +5%
AWP
53
Avid Wealth Partners
Texas
$20.9M +$428K +1,620 +2%
DWM
54
Dakota Wealth Management
Florida
$20.6M +$101K +381 +0.5%
M&T Bank
55
M&T Bank
New York
$20.5M -$9.02M -34,134 -31%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$20.4M +$55.5K +210 +0.3%
HTIM
57
Harbour Trust & Investment Management
Indiana
$20.4M +$204K +771 +1%
RJA
58
Raymond James & Associates
Florida
$19M +$2.75M +10,396 +17%
MML Investors Services
59
MML Investors Services
Massachusetts
$18.9M +$558K +2,110 +3%
OCM
60
One Capital Management
California
$18.9M +$40.4K +153 +0.2%
MA
61
MONECO Advisors
Connecticut
$18.8M -$85.4K -323 -0.5%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$18.6M +$2.35M +8,903 +15%
Fisher Asset Management
63
Fisher Asset Management
Washington
$18M -$1.35M -5,111 -7%
Osaic Holdings
64
Osaic Holdings
Arizona
$17.7M -$5.9M -22,302 -25%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$16.9M -$8.14M -30,806 -32%
ZIMP
66
Zimmermann Investment Management & Planning
Pennsylvania
$16.5M +$853K +3,228 +5%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$16.1M +$640K +2,423 +4%
KeyBank National Association
68
KeyBank National Association
Ohio
$15.1M -$246K -931 -2%
PAS
69
Park Avenue Securities
New York
$14.7M -$252K -953 -2%
CCB
70
Country Club Bank
Missouri
$13.9M -$282K -1,060 -2%
BBHC
71
Brown Brothers Harriman & Co
New York
$13.9M -$2.39M -9,050 -15%
MGW
72
MB Generational Wealth
Washington
$13.6M +$9.44M +35,732 +228%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$13.3M +$48.6K +184 +0.4%
SYBT
74
Stock Yards Bank & Trust
Kentucky
$13.3M -$232K -877 -2%
PP
75
Patten & Patten
Tennessee
$13.2M +$3.06M +11,587 +30%
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