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iShares S&P 100 ETF
OEF

Overview Fund Activity

737 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
737
Holders Change
-19
Holders Change %
-2.51%
% of All Funds
10.68%
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 %
SL
751
SWMG LLC
Texas
– -$2.71M -12,112 Closed
BHWM
752
Bay Harbor Wealth Management
Maryland
– -$2.54M -11,377 Closed
SCA
753
Snowden Capital Advisors
New York
– -$2.53M -11,346 Closed
CAM
754
Cobblestone Asset Management
Virginia
– -$2.46M -11,007 Closed
SWM
755
SigFig Wealth Management
California
– -$2.22M -9,940 Closed
MYIA
756
Mount Yale Investment Advisors
Colorado
– -$1.58M -7,094 Closed
TWM
757
Tradition Wealth Management
Minnesota
– -$1.55M -6,934 Closed
FRA
758
FFG Retirement Advisors
Colorado
– -$1.47M -6,592 Closed
CWM
759
Centurion Wealth Management
Virginia
– -$1.32M -5,920 Closed
AWA
760
Arete Wealth Advisors
Illinois
– -$1.2M -5,382 Closed
AWE
761
Avidian Wealth Enterprises
Texas
– -$1.14M -5,082 Closed
CC
762
Copperleaf Capital
North Carolina
– -$1M -4,498 Closed
SOS
763
Silver Oak Securities
Tennessee
– -$967K -4,329 Closed
MWM
764
Maripau Wealth Management
Indiana
– -$882K -3,947 Closed
CAM
765
Concorde Asset Management
Michigan
– -$803K -3,784 Closed
MWM
766
Mosley Wealth Management
California
– -$831K -3,720 Closed
GWP
767
Gateway Wealth Partners
Wisconsin
– -$796K -3,564 Closed
WP
768
WealthPLAN Partners
Nebraska
– -$711K -3,183 Closed
ICP
769
Interchange Capital Partners
Pennsylvania
– -$645K -2,880 Closed
CPL
770
CAP Partners LLC
Tennessee
– -$615K -2,752 Closed
FA
771
FDx Advisors
Illinois
– -$612K -2,741 Closed
YIH
772
Y-Intercept (HK)
Hong Kong
– -$603K -2,699 Closed
WIA
773
World Investment Advisors
California
– -$595K -2,664 Closed
TPWA
774
Twin Peaks Wealth Advisors
California
– -$573K -2,567 Closed
CCFM
775
Clear Creek Financial Management
Washington
– -$573K -2,565 Closed
29 30
31
32 33