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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
+$26.9M
2
FSA
Financial Services Advisory
Maryland
+$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$8.15M
4
VF
VitalStone Financial
Texas
+$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
+$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
-$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
3
CWA
CM Wealth Advisors
Ohio
-$40.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.8M
5
FPF
First Pacific Financial
Washington
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
151
TFG Advisers
Michigan
$1.79M +$43.8K +234 +3%
NA
152
NewEdge Advisors
Louisiana
$1.79M -$468K -2,506 -21%
TIM
153
Tortoise Investment Management
New York
$1.75M +$402K +2,150 +30%
MFG
154
Merit Financial Group
Georgia
$1.75M +$723K +3,868 +70%
CAG
155
Csenge Advisory Group
Florida
$1.75M +$77.8K +416 +5%
KAS
156
Kestra Advisory Services
Texas
$1.74M +$47.9K +256 +3%
VCP
157
Verus Capital Partners
Arizona
$1.74M +$241K +1,291 +16%
HR
158
Howe & Rusling
New York
$1.73M -$3.74K -20 -0.2%
AWS
159
Atria Wealth Solutions
New York
$1.73M -$383K -2,048 -18%
LPIC
160
LeJeune Puetz Investment Counsel
Michigan
$1.68M +$1.87K +10 +0.1%
HGERS
161
Householder Group Estate & Retirement Specialist
Arizona
$1.68M +$1.68M +8,988 New
ZIMP
162
Zimmermann Investment Management & Planning
Pennsylvania
$1.68M -$4.35M -23,266 -72%
GWSA
163
Global Wealth Strategies & Associates
Colorado
$1.67M -$218K -1,166 -12%
AA
164
Ancora Advisors
Ohio
$1.67M +$12K +64 +0.7%
SC
165
Scotia Capital
Ontario, Canada
$1.65M -$66K -353 -4%
TF
166
TIAA FSB
Florida
$1.64M -$36.8K -197 -2%
WA
167
Wealth Alliance
New York
$1.61M +$195K +1,045 +14%
HWM
168
Hemington Wealth Management
Virginia
$1.6M – – –
SFG
169
StrategIQ Financial Group
Indiana
$1.57M – – –
WF
170
Welch & Forbes
Massachusetts
$1.56M – – –
Jane Street
171
Jane Street
New York
$1.54M +$980K +5,238 +174%
ONB
172
Old National Bancorp
Indiana
$1.52M -$69.2K -370 -4%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$1.5M -$342K -1,831 -19%
CAN
174
Cetera Advisor Networks
California
$1.46M -$1.26M -6,742 -46%
MA
175
Mutual Advisors
Nebraska
$1.45M +$142K +758 +11%
5 6
7
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