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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 %
ACM
801
Advisors Capital Management
New Jersey
– -$227K -1,018 Closed
VC
802
Veracity Capital
Georgia
– -$208K -933 Closed
MBI
803
May Barnhard Investments
Maryland
– -$204K -914 Closed
LA
804
LexAurum Advisors
Kansas
– -$204K -914 Closed
OP
805
ORG Partners
Indiana
– -$166K -745 Closed
FCA
806
FinTrust Capital Advisors
South Carolina
– -$147K -660 Closed
CF
807
Centaurus Financial
California
– -$120K -539 Closed
SFA
808
Semmax Financial Advisors
North Carolina
– -$92.5K -393 Closed
RFG
809
REAP Financial Group
Texas
– -$75.5K -338 Closed
CCA
810
Criterion Capital Advisors
Tennessee
– -$64K -286 Closed
TFGT
811
TS Financial Group (TSFG)
Illinois
– -$37K -165 Closed
SMA
812
Sage Mountain Advisors
Georgia
– -$20.1K -90 Closed
CAM
813
Creekmur Asset Management
Illinois
– -$18.5K -83 Closed
IPW
814
Impact Partnership Wealth
Georgia
– -$15.9K -71 Closed
MFT
815
Moisand Fitzgerald Tamayo
Florida
– -$8.71K -39 Closed
IHWM
816
Iron Horse Wealth Management
Iowa
– -$6.26K -28 Closed
IBOK
817
Independence Bank of Kentucky
Kentucky
– -$4.47K -20 Closed
NL
818
NVWM LLC
Pennsylvania
– -$2.46K -11 Closed
LFA
819
Livelsberger Financial Advisory
Ohio
– -$2.46K -11 Closed
CWA
820
Carolina Wealth Advisors
South Carolina
– -$2.23K -10 Closed
AT
821
Arlington Trust
Alabama
– -$2.01K -9 Closed
HDIM
822
Hanson & Doremus Investment Management
Vermont
– -$2K -7 Closed
BNP Paribas Financial Markets
823
BNP Paribas Financial Markets
France
– -$894 -4 Closed
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