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iShares S&P 100 ETF
OEF

Overview Fund Activity

471 hedge funds and large institutions have $45B invested in iShares S&P 100 ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-19
Holders Change %
-3.88%
% of All Funds
8.14%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.42%
New
38
Increased
131
Reduced
140
Closed
50
Calls
$14B
Puts
$28.3B
Net Calls
-$14.4B
Net Calls Change
-$1.39B

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
$40.6B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$290M
3
Fisher Asset Management
Fisher Asset Management
Washington
$26.9M
4
Goldman Sachs
Goldman Sachs
New York
$155M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$291M

Top Sellers

1
CC
Cypress Capital
Tennessee
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$620M
3
Bank of America
Bank of America
North Carolina
$831M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
Ameriprise
Minnesota
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Karp Capital Management
California
$1.21M +$261K +1,604 +27%
KIA
177
KCM Investment Advisors
California
$1.21M – – –
AI
178
Atria Investments
North Carolina
$1.18M -$16.4K -101 -1%
TIM
179
Tortoise Investment Management
New York
$1.17M – – –
ML
180
McAdam LLC
Pennsylvania
$1.17M -$78.8K -485 -6%
BAM
181
Beaumont Asset Management
Texas
$1.17M -$3.57K -22 -0.3%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$1.14M -$40.3K -250 -3%
TLFA
183
True Link Financial Advisors
California
$1.13M -$1.51M -9,308 -57%
NL
184
NWAM LLC
Washington
$1.13M +$83.4K +513 +8%
D
185
Dentgroup
Louisiana
$1.12M +$362K +2,241 +48%
KA
186
Klingman & Associates
New York
$1.11M – – –
FPGK
187
Financial Partners Group (Kansas)
Kansas
$1.11M +$1.62K +10 +0.1%
BCI
188
Brinker Capital Investments
Pennsylvania
$1.04M -$29.1K -179 -3%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$1.01M -$118K -724 -10%
EWM
190
Evercore Wealth Management
New York
$1M – – –
Brown Advisory
191
Brown Advisory
Maryland
$994K -$92.6K -570 -9%
MA
192
Mutual Advisors
Nebraska
$980K -$17.9K -110 -2%
AIM
193
Allen Investment Management
New York
$980K – – –
SHGA
194
Sand Hill Global Advisors
California
$972K -$41.1K -253 -4%
BPC
195
Banque Pictet & Cie
Switzerland
$954K – – –
CPFP
196
Clear Perspectives Financial Planning
Ohio
$951K – – –
CWM
197
Cedar Wealth Management
California
$948K – – –
MCCP
198
Mission Creek Capital Partners
California
$943K +$650 +4 +0.1%
VCP
199
Verus Capital Partners
Arizona
$933K +$119K +729 +15%
BJL
200
Brighton Jones LLC
Washington
$925K +$114K +703 +14%
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