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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 %
CWS
126
Cypress Wealth Services
California
$2.7M +$195K +1,042 +8%
SCA
127
St. Clair Advisors
Ohio
$2.68M – – –
WI
128
Wintrust Investments
Illinois
$2.57M +$2.57M +61,100 New
9WM
129
9258 Wealth Management
Ohio
$2.57M -$21.5K -115 -0.8%
MML Investors Services
130
MML Investors Services
Massachusetts
$2.56M -$2.99M -15,968 -54%
BP
131
BBR Partners
New York
$2.52M -$935 -5 -0%
Corient Private Wealth
132
Corient Private Wealth
Florida
$2.52M -$11K -59 -0.4%
CB
133
Commerce Bank
Missouri
$2.47M – – –
HPC
134
HM Payson & Co
Maine
$2.39M – – –
ML
135
McAdam LLC
Pennsylvania
$2.37M +$2.37M +12,695 New
CNFG
136
Creegan & Nassoura Financial Group
New Hampshire
$2.19M – – –
FTUS
137
Flow Traders U.S.
New York
$2.17M +$1.08M +5,748 +98%
ACP
138
Aviance Capital Partners
Florida
$2.16M – – –
ANTB
139
AMG National Trust Bank
Colorado
$2.08M -$83.2K -445 -4%
BSG
140
Black Swift Group
Colorado
$2.06M – – –
DWM
141
Darwin Wealth Management
Florida
$2.02M -$246K -1,300 -11%
PA
142
Parallel Advisors
California
$2M +$17.4K +93 +0.9%
BSW
143
Buckingham Strategic Wealth
Missouri
$1.94M – – –
SI
144
Stephens Inc
Arkansas
$1.93M -$53.1K -284 -3%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$1.88M +$56.5K +302 +3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$1.86M -$133K -711 -7%
KIA
147
KCM Investment Advisors
California
$1.86M +$461K +2,467 +33%
GT
148
Glenmede Trust
Pennsylvania
$1.85M -$829K -4,432 -31%
BPA
149
Beacon Pointe Advisors
California
$1.82M +$874K +4,671 +92%
CFCI
150
Comprehensive Financial Consultants Institutional
Indiana
$1.82M +$33.7K +180 +2%
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