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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$981M
2
FSA
Financial Services Advisory
Maryland
$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$369M
4
VF
VitalStone Financial
Texas
$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
3
CWA
CM Wealth Advisors
Ohio
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
5
FPF
First Pacific Financial
Washington
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
MCF Advisors
Kentucky
$3.82M +$561 +3 +0%
William Blair & Company
102
William Blair & Company
Illinois
$3.78M +$1.01M +5,396 +36%
JWCA
103
J.W. Cole Advisors
Florida
$3.76M -$36.7K -196 -1%
MCWS
104
McKinley Carter Wealth Services
West Virginia
$3.69M -$321K -1,716 -8%
NEAM
105
New England Asset Management
Connecticut
$3.65M – – –
SFS
106
Security Financial Services
Indiana
$3.64M -$271K -1,451 -7%
MWPCG
107
Measured Wealth Private Client Group
New Hampshire
$3.63M -$49.4K -264 -1%
Truist Financial
108
Truist Financial
North Carolina
$3.6M -$21.5K -115 -0.6%
HCM
109
Hollencrest Capital Management
California
$3.53M +$694K +3,708 +24%
WTC
110
WhitTier Trust Company
Nevada
$3.34M – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$3.33M -$55.6K -297 -2%
HNB
112
Huntington National Bank
Ohio
$3.32M -$3.29M – –
MFA
113
Mayflower Financial Advisors
Massachusetts
$3.27M +$716K +3,828 +28%
OWA
114
One Wealth Advisors
California
$3.25M -$99.9K -534 -3%
NW
115
NewEdge Wealth
Pennsylvania
$3.23M -$128K -687 -4%
RFC
116
Regions Financial Corp
Alabama
$3.22M -$18.3K -98 -0.6%
HWA
117
Heritage Wealth Advisors
Virginia
$3.21M -$72.9K -390 -2%
OCM
118
One Capital Management
California
$3.2M +$441K +2,359 +16%
PWS
119
Peloton Wealth Strategists
Indiana
$3.2M -$15K -80 -0.5%
AFS
120
Access Financial Services
Minnesota
$3.15M -$61K -326 -2%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$3.13M +$154K +825 +5%
ASN
122
Advisory Services Network
Georgia
$2.98M +$13.1K +70 +0.4%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$2.89M -$353K -1,887 -11%
CBFP
124
Cedar Brook Financial Partners
Ohio
$2.76M -$70K -374 -2%
RSWM
125
Robertson Stephens Wealth Management
California
$2.76M -$1.02M -5,468 -27%
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5
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