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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 %
MLA
176
My Legacy Advisors
Oregon
$1.43M +$71.5K +381 +5%
BJL
177
Brighton Jones LLC
Washington
$1.41M -$90.3K -483 -6%
D
178
Dentgroup
Louisiana
$1.37M +$67.7K +362 +5%
BAM
179
Beaumont Asset Management
Texas
$1.34M – – –
OAP
180
One Advisory Partners
Kansas
$1.34M -$44.5K -238 -3%
WLPWM
181
Walled Lake Planning & Wealth Management
Illinois
$1.29M -$13.5K -72 -1%
FPGK
182
Financial Partners Group (Kansas)
Kansas
$1.28M +$1.5K +8 +0.1%
BAAM
183
Baker Avenue Asset Management
California
$1.27M +$116K +622 +10%
EA
184
Eudaimonia Advisors
Tennessee
$1.27M +$1.27M +6,790 New
RIA
185
Regal Investment Advisors
Michigan
$1.27M +$180K +961 +16%
MWA
186
Monograph Wealth Advisors
California
$1.27M +$2.99K +16 +0.2%
KA
187
Klingman & Associates
New York
$1.25M – – –
DA
188
Detalus Advisors
Missouri
$1.24M +$1.24M +6,638 New
Brown Advisory
189
Brown Advisory
Maryland
$1.19M – – –
NL
190
NWAM LLC
Washington
$1.18M -$39.3K -210 -3%
ICG
191
InterOcean Capital Group
Tennessee
$1.18M +$935 +5 +0.1%
JWA
192
JFS Wealth Advisors
Pennsylvania
$1.17M -$38K -203 -3%
Kovitz Investment Group Partners
193
Kovitz Investment Group Partners
Illinois
$1.17M – – –
EWM
194
Evercore Wealth Management
New York
$1.15M – – –
CM
195
Columbus Macro
Pennsylvania
$1.13M +$1.13M +6,024 New
MCCP
196
Mission Creek Capital Partners
California
$1.1M -$5.61K -30 -0.5%
AIM
197
Allen Investment Management
New York
$1.09M -$40.8K -218 -4%
CPFP
198
Clear Perspectives Financial Planning
Ohio
$1.07M -$26.7K -143 -2%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$1.06M -$451K -2,227 -30%
SWM
200
Spire Wealth Management
Virginia
$1.06M -$11.5M -61,290 -92%
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