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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 %
GT
176
Glenmede Trust
Pennsylvania
$1.92M -$68.2K -340 -3%
CAG
177
Csenge Advisory Group
Florida
$1.9M +$62K +309 +3%
SLT
178
St Louis Trust
Missouri
$1.88M – – –
KAS
179
KPP Advisory Services
Kentucky
$1.88M +$1.88M +9,361 New
Millennium Management
180
Millennium Management
New York
$1.86M -$769K -3,831 -29%
TIAA Trust, National Association
181
TIAA Trust, National Association
North Carolina
$1.85M +$1.85M +9,204 New
HR
182
Howe & Rusling
New York
$1.84M -$18.5K -92 -1%
AWS
183
Atria Wealth Solutions
New York
$1.8M +$209K +1,043 +13%
KFS
184
Kelly Financial Services
Massachusetts
$1.79M +$54K +269 +3%
AA
185
Ancora Advisors
Ohio
$1.78M – – –
TIM
186
Tortoise Investment Management
New York
$1.72M -$93.9K -468 -5%
HWM
187
Hemington Wealth Management
Virginia
$1.72M – – –
GWSA
188
Global Wealth Strategies & Associates
Colorado
$1.68M -$68K -339 -4%
SFG
189
StrategIQ Financial Group
Indiana
$1.68M – – –
SC
190
Scotia Capital
Ontario, Canada
$1.67M -$103K -512 -6%
WF
191
Welch & Forbes
Massachusetts
$1.67M +$35.1K +175 +2%
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$1.67M +$1.67M +8,303 New
RWP
193
RWA Wealth Partners
Massachusetts
$1.66M +$26.7K +133 +2%
FTUS
194
Flow Traders U.S.
New York
$1.62M -$1.23M -6,128 -43%
KWM
195
Kingsview Wealth Management
Oregon
$1.61M +$952K +4,743 +144%
Cerity Partners
196
Cerity Partners
New York
$1.59M -$5.82M -28,990 -79%
MA
197
Mutual Advisors
Nebraska
$1.58M +$22.5K +112 +1%
RIA
198
Regal Investment Advisors
Michigan
$1.57M +$160K +797 +11%
CFCI
199
Comprehensive Financial Consultants Institutional
Indiana
$1.55M -$355K -1,769 -19%
SI
200
Stephens Inc
Arkansas
$1.54M -$435K -2,170 -22%
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