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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
+$122M
2
CWA
CM Wealth Advisors
Ohio
+$63.9M
3
VC
Vicus Capital
Pennsylvania
+$23.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
ONB
Old National Bancorp
Indiana
+$19.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$14M
3
BlackRock
BlackRock
New York
-$12.9M
4
UAS
United Asset Strategies
New York
-$10.7M
5
VF
VitalStone Financial
Texas
-$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$1.91M – – –
CAG
177
Csenge Advisory Group
Florida
$1.9M -$37.5K -181 -2%
TIM
178
Tortoise Investment Management
New York
$1.87M -$65.2K -315 -3%
GT
179
Glenmede Trust
Pennsylvania
$1.85M – – –
AA
180
Ancora Advisors
Ohio
$1.83M -$13.3K -64 -0.7%
SC
181
Scotia Capital
Ontario, Canada
$1.83M +$621 +3 +0%
TF
182
TIAA FSB
Florida
$1.82M -$2.49K -12 -0.1%
GWSA
183
Global Wealth Strategies & Associates
Colorado
$1.81M -$39.3K -190 -2%
KFS
184
Kelly Financial Services
Massachusetts
$1.79M +$1.11M +5,383 +164%
HWM
185
Hemington Wealth Management
Virginia
$1.77M – – –
SFG
186
StrategIQ Financial Group
Indiana
$1.73M – – –
WF
187
Welch & Forbes
Massachusetts
$1.68M -$41.4K -200 -2%
RWP
188
RWA Wealth Partners
Massachusetts
$1.68M +$1.29M +6,237 +330%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$1.65M +$502K +2,285 +44%
CAN
190
Cetera Advisor Networks
California
$1.64M +$20.1K +97 +1%
AWS
191
Atria Wealth Solutions
New York
$1.64M -$273K -1,319 -14%
MA
192
Mutual Advisors
Nebraska
$1.6M +$207 +1 +0%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$1.59M -$464K -2,240 -23%
BJL
194
Brighton Jones LLC
Washington
$1.56M +$3.93K +19 +0.3%
KIA
195
KCM Investment Advisors
California
$1.54M -$510K -2,464 -25%
AFS
196
Access Financial Services
Minnesota
$1.54M -$1.95M -9,406 -56%
WA
197
Wealth Alliance
New York
$1.54M -$242K -1,168 -14%
OAP
198
One Advisory Partners
Kansas
$1.52M +$37.7K +182 +3%
MLA
199
My Legacy Advisors
Oregon
$1.49M -$112K -534 -7%
BAM
200
Beaumont Asset Management
Texas
$1.49M – – –
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