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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 %
PFM
751
Phillips Financial Management
Indiana
$1.33K – – –
ME
752
McIlrath & Eck
Washington
$1.32K – – –
CJ
753
Caitlin John
Michigan
$1.06K – – –
VWWMG
754
Vermillion & White Wealth Management Group
Pennsylvania
$1.06K +$1.06K +4 New
RMC
755
Resources Management Corp
Connecticut
$1K – – –
SFC
756
Strategic Financial Concepts
Texas
$791 +$791 +206,077 New
Russell Investments Group
757
Russell Investments Group
United Kingdom
$529 – – –
TWP
758
Triad Wealth Partners
Kansas
$529 +$529 +2 New
EW
759
Evoke Wealth
California
– -$111M -448,259 Closed
RVPG
760
Relative Value Partners Group
– -$87.1M -381,083 Closed
TRCT
761
Tower Research Capital (TRC)
New York
– -$4.92M -19,866 Closed
CBFP
762
Cedar Brook Financial Partners
Ohio
– -$3.73M -15,059 Closed
DWM
763
Darwin Wealth Management
Florida
– -$2.21M -8,914 Closed
MWA
764
Monograph Wealth Advisors
California
– -$1.69M -6,843 Closed
PWP
765
Perfromance Wealth Partners
Illinois
– -$1.18M -6,457 Closed
NL
766
NWAM LLC
Washington
– -$1.55M -6,306 Closed
FEM
767
Fulcrum Equity Management
Texas
– -$1.19M -4,790 Closed
BMM
768
Berkshire Money Management
Massachusetts
– -$1.18M -4,786 Closed
SA
769
SpiderRock Advisors
Delaware
– -$1.16M -4,767 Closed
Jane Street
770
Jane Street
New York
– -$1.11M -4,469 Closed
Squarepoint
771
Squarepoint
New York
– -$1.05M -4,258 Closed
MIA
772
MMBG Investment Advisors
Florida
– -$1.02M -4,115 Closed
RW
773
Regimen Wealth
Georgia
– -$795K -3,212 Closed
RF
774
RHS Financial
California
– -$737K -2,980 Closed
Marshall Wace
775
Marshall Wace
United Kingdom
– -$659K -2,663 Closed
29 30
31
32 33