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iShares S&P 100 ETF
OEF

Overview Fund Activity

547 hedge funds and large institutions have $5.49B invested in iShares S&P 100 ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 121 increasing their positions, 164 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+35
Holders Change %
+6.84%
% of All Funds
8.63%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
71
Increased
121
Reduced
164
Closed
30
Calls
$21.5B
Puts
$34.9B
Net Calls
-$13.4B
Net Calls Change
+$1.49B

Top Buyers

1
CAM
Cresset Asset Management
Illinois
$255M
2
CWA
CM Wealth Advisors
Ohio
$63.9M
3
VC
Vicus Capital
Pennsylvania
$23.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$45.9M
5
ONB
Old National Bancorp
Indiana
$21.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$354M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$415M
3
BlackRock
BlackRock
New York
$91.6M
4
UAS
United Asset Strategies
New York
$340K
5
VF
VitalStone Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
126
Zimmermann Investment Management & Planning
Pennsylvania
$3.56M +$1.7M +8,201 +91%
RFC
127
Regions Financial Corp
Alabama
$3.54M -$24K -116 -0.7%
HWA
128
Heritage Wealth Advisors
Virginia
$3.51M -$44.5K -215 -1%
PWS
129
Peloton Wealth Strategists
Indiana
$3.48M -$64.8K -313 -2%
AWM
130
AE Wealth Management
Kansas
$3.45M +$2.52M +12,174 +271%
ASN
131
Advisory Services Network
Georgia
$3.39M +$91.9K +444 +3%
1WM
132
1900 Wealth Management
Texas
$3.33M +$3.33M +16,081 New
KAS
133
Kestra Advisory Services
Texas
$3.3M +$1.37M +6,617 +71%
JWM
134
Jackson Wealth Management
Florida
$3.2M +$3.2M +15,431 New
FFWM
135
Future Financial Wealth Management
Ohio
$3.09M +$3.09M +14,910 New
CWS
136
Cypress Wealth Services
California
$3.07M +$38.7K +184 +1%
RSWM
137
Robertson Stephens Wealth Management
California
$3.03M -$29.2K -141 -1%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$3.01M -$189K -913 -6%
SCA
139
St. Clair Advisors
Ohio
$2.96M – – –
CBFP
140
Cedar Brook Financial Partners
Ohio
$2.96M -$98.8K -477 -3%
FTUS
141
Flow Traders U.S.
New York
$2.94M +$539K +2,604 +22%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$2.88M +$2.88M +13,931 New
9WM
143
9258 Wealth Management
Ohio
$2.84M – – –
RA
144
Rational Advisors
New York
$2.79M +$2.79M +13,469 New
BP
145
BBR Partners
New York
$2.78M -$10.4K -50 -0.4%
Millennium Management
146
Millennium Management
New York
$2.71M +$2.71M +13,102 New
CB
147
Commerce Bank
Missouri
$2.68M -$48.7K -235 -2%
HPC
148
HM Payson & Co
Maine
$2.64M – – –
Renaissance Technologies
149
Renaissance Technologies
New York
$2.63M +$2.36M +11,400 +877%
Two Sigma Advisers
150
Two Sigma Advisers
New York
$2.63M +$2.63M +12,700 New
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