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iShares S&P 100 ETF
OEF

Overview Fund Activity

562 hedge funds and large institutions have $5.22B invested in iShares S&P 100 ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+15
Holders Change %
+2.74%
% of All Funds
8.96%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.43%
New
58
Increased
140
Reduced
157
Closed
35
Calls
$19.1B
Puts
$36.4B
Net Calls
-$17.2B
Net Calls Change
-$3.81B

Top Buyers

1
MWM
Merriman Wealth Management
Washington
$141M
2
ONB
Old National Bancorp
Indiana
$67.1M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$425M
4
PFO
Pathstone Family Office
New Jersey
$20.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.3M
2
CWA
CM Wealth Advisors
Ohio
$44.2M
3
Bank of America
Bank of America
North Carolina
$1.05B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$388M
5
BC
Bricktown Capital
Michigan
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cetera Advisors
Colorado
$3.54M -$186K -925 -5%
HNB
127
Huntington National Bank
Ohio
$3.53M -$3.66M – –
WA
128
Wealth Alliance
New York
$3.49M +$2M +9,970 +134%
RFC
129
Regions Financial Corp
Alabama
$3.44M +$6.22K +31 +0.2%
PWS
130
Peloton Wealth Strategists
Indiana
$3.34M -$31.5K -157 -0.9%
ASN
131
Advisory Services Network
Georgia
$3.27M -$17.5K -87 -0.5%
NW
132
NewEdge Wealth
Pennsylvania
$3.23M -$236K -1,174 -7%
TWC
133
TD Waterhouse Canada
Ontario, Canada
$3.2M +$1.63M +7,840 +104%
1WM
134
1900 Wealth Management
Texas
$3.14M -$86.9K -433 -3%
CWS
135
Cypress Wealth Services
California
$3.13M +$203K +1,012 +7%
JWM
136
Jackson Wealth Management
Florida
$3.1M +$2.01K +10 +0.1%
MLA
137
My Legacy Advisors
Oregon
$3.08M +$1.65M +8,193 +115%
AG
138
Ascent Group
Virginia
$3.07M +$3.07M +14,898 New
FFWM
139
Future Financial Wealth Management
Ohio
$3.05M +$57.8K +288 +2%
Corient Private Wealth
140
Corient Private Wealth
Florida
$2.96M +$447K +2,228 +18%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$2.92M – – –
RSWM
142
Robertson Stephens Wealth Management
California
$2.88M -$66.7K -331 -2%
HWA
143
Heritage Wealth Advisors
Virginia
$2.87M -$534K -2,660 -16%
CBFP
144
Cedar Brook Financial Partners
Ohio
$2.87M +$4.41K +22 +0.2%
SCA
145
St. Clair Advisors
Ohio
$2.87M – – –
9WM
146
9258 Wealth Management
Ohio
$2.81M +$49.6K +247 +2%
BP
147
BBR Partners
New York
$2.7M – – –
CB
148
Commerce Bank
Missouri
$2.6M – – –
HPC
149
HM Payson & Co
Maine
$2.56M – – –
ML
150
McAdam LLC
Pennsylvania
$2.51M +$5.02K +25 +0.2%
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