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iShares S&P 100 ETF
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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 %
TWM
101
TSA Wealth Management
Texas
$8.99M -$783K -2,961 -8%
AWM
102
Atticus Wealth Management
Florida
$8.93M -$549K -2,078 -6%
RBC
103
Roble Belko & Company
Pennsylvania
$8.82M -$71.9K -272 -0.8%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$8.78M -$91.2K -345 -1%
KAS
105
Kestra Advisory Services
Texas
$8.74M +$772K +2,971 +10%
Cerity Partners
106
Cerity Partners
New York
$8.62M +$101K +384 +1%
CCM
107
Canal Capital Management
Virginia
$8.61M -$108K -407 -1%
CAL
108
Capital Analysts LLC
Pennsylvania
$8.6M +$219K +829 +3%
ACA
109
Affinity Capital Advisors
California
$8.56M +$508K +1,922 +6%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$8.41M -$515K -1,947 -6%
TVAMP
111
Tennessee Valley Asset Management Partners
Tennessee
$8.11M +$444K +1,681 +6%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.08M +$1.77M +6,685 +28%
NA
113
NewEdge Advisors
Louisiana
$7.93M +$1.17M +4,426 +17%
JWM
114
Jackson Wealth Management
Florida
$7.9M -$5.06M -19,150 -39%
CFC
115
Client First Capital
California
$7.82M +$1.11M +4,204 +17%
KV
116
Kickstand Ventures
New York
$7.65M +$69K +261 +0.9%
CAM
117
Carret Asset Management
New York
$7.62M -$173K -654 -2%
CL
118
Choreo LLC
Illinois
$7.61M -$144K -540 -2%
WBG
119
Wharton Business Group
Pennsylvania
$7.57M -$160K -605 -2%
AAS
120
Avantax Advisory Services
Texas
$7.14M +$2.08M +7,874 +41%
FIA
121
Foundations Investment Advisors
Arizona
$6.8M -$969K -3,666 -12%
CAL
122
Capital Advisors Ltd
Ohio
$6.79M +$121K +458 +2%
Franklin Resources
123
Franklin Resources
California
$6.68M -$6.61K -25 -0.1%
HCM
124
Hollencrest Capital Management
California
$6.65M – – –
MC
125
McMorgan & Co
California
$6.63M +$5.02K +19 +0.1%
3 4
5
6 7