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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 %
Stifel Financial
76
Stifel Financial
Missouri
$13.1M +$25.9K +98 +0.2%
QIM
77
Quest Investment Management
Oregon
$12.9M -$125K -473 -1%
Northern Trust
78
Northern Trust
Illinois
$12.8M -$197K -744 -2%
WFL
79
Wealth Forward LLC
North Dakota
$12.6M +$118K +447 +0.9%
LWA
80
Lineweaver Wealth Advisors
Ohio
$12.3M -$1.02M -3,859 -8%
WWM
81
WJ Wealth Management
Arizona
$12.2M +$35.9K +136 +0.3%
KWM
82
Keebeck Wealth Management
Illinois
$12.2M +$11.4K +43 +0.1%
FEG
83
Financial Enhancement Group
Indiana
$11.9M -$103K -393 -0.9%
IRC
84
Investors Research Corp
Georgia
$11.4M +$587K +2,220 +5%
US Bancorp
85
US Bancorp
Minnesota
$11.3M -$37.8K -143 -0.3%
HighTower Advisors
86
HighTower Advisors
Illinois
$10.8M -$296K -1,120 -3%
AIA
87
Arcadia Investment Advisors
Idaho
$10.7M +$290K +1,097 +3%
Truist Financial
88
Truist Financial
North Carolina
$10.6M +$1.3M +4,929 +14%
OWA
89
One Wealth Advisors
California
$10.6M +$1.14M +4,455 +12%
Creative Planning
90
Creative Planning
Kansas
$10.3M +$366K +1,386 +4%
GA
91
Geller Advisors
New York
$10.2M -$526K -1,989 -5%
WCA
92
Waypoint Capital Advisors
Minnesota
$10.1M +$14K +53 +0.1%
CIC
93
Carnegie Investment Counsel
Ohio
$9.99M +$380K +1,437 +4%
AWM
94
AE Wealth Management
Kansas
$9.95M -$4.14M -15,653 -29%
ECA
95
Elevation Capital Advisory
Oregon
$9.94M +$9.94M +37,621 New
WA
96
Waverly Advisors
Alabama
$9.83M +$2.58M +9,777 +36%
SWM
97
Segment Wealth Management
Texas
$9.36M -$32K -121 -0.3%
LA
98
Legacy Advisors
Pennsylvania
$9.12M -$8.72K -33 -0.1%
DA
99
Detalus Advisors
Missouri
$9.01M +$148K +561 +2%
CA
100
Continuum Advisory
Idaho
$9M +$49.7K +188 +0.6%
2 3
4
5 6