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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 %
VPP
776
Vertex Planning Partners
Illinois
– -$571K -2,556 Closed
CRI
777
Commonwealth Retirement Investments
Virginia
– -$564K -2,524 Closed
TPWA
778
TRUE Private Wealth Advisors
Oregon
– -$559K -2,504 Closed
IA
779
IFG Advisory
Georgia
– -$559K -2,500 Closed
Betterment LLC
780
Betterment LLC
New York
– -$514K -2,300 Closed
TI
781
Trexquant Investment
Connecticut
– -$468K -2,095 Closed
RCM
782
Raleigh Capital Management
North Carolina
– -$428K -1,915 Closed
BWA
783
BCU Wealth Advisors
Illinois
– -$416K -1,864 Closed
HIM
784
Hanlon Investment Management
New Jersey
– -$348K -1,557 Closed
LAS
785
Lloyd Advisory Services
Georgia
– -$346K -1,547 Closed
ACM
786
Absolute Capital Management
Pennsylvania
– -$344K -1,539 Closed
GCIM
787
Gunn & Company Investment Management
Florida
– -$341K -1,525 Closed
PC
788
Port Capital
Illinois
– -$330K -1,476 Closed
CCM
789
Carlson Capital Management
Minnesota
– -$313K -1,403 Closed
BFA
790
Beacon Financial Advisory
Ohio
– -$308K -1,377 Closed
CWA
791
Clearview Wealth Advisors
Oregon
– -$295K -1,320 Closed
LL
792
LWMG LLC
Minnesota
– -$292K -1,309 Closed
EGM
793
Engineers Gate Manager
New York
– -$285K -1,274 Closed
FI
794
FWG Investments
Kentucky
– -$281K -1,258 Closed
MOS
795
MGO One Seven
Ohio
– -$270K -1,208 Closed
LIA
796
LifePlan Investment Advisors
North Carolina
– -$270K -1,207 Closed
RFA
797
Resurgent Financial Advisors
Georgia
– -$252K -1,129 Closed
BHPW
798
Beverly Hills Private Wealth
California
– -$245K -1,095 Closed
CCG
799
Catalina Capital Group
California
– -$244K -1,093 Closed
WE
800
Wealth Effects
Massachusetts
– -$234K -1,048 Closed
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