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iShares S&P 100 ETF

501 hedge funds and large institutions have $5.05B invested in iShares S&P 100 ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.34%
New
77
Increased
115
Reduced
163
Closed
42
Calls
$13.9B
Puts
$23.8B
Net Calls
-$9.83B
Net Calls Change
+$4.53B
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$994K -$559K -3,276 -36%
LGWM
202
Litman Gregory Wealth Management
California
$992K -$465K -2,725 -32%
BPC
203
Banque Pictet & Cie
Switzerland
$960K -$41.1K -241 -4%
ATC
204
Adirondack Trust Company
New York
$957K
MFG
205
Merit Financial Group
Georgia
$936K +$32.7K +192 +4%
SHGA
206
Sand Hill Global Advisors
California
$927K -$93.1K -546 -9%
Two Sigma Advisers
207
Two Sigma Advisers
New York
$921K -$3.51M -20,600 -79%
BPA
208
Beacon Pointe Advisors
California
$867K
WB
209
Webster Bank
Connecticut
$858K
SWA
210
Stratos Wealth Advisors
Ohio
$857K +$128K +750 +18%
TRCT
211
Tower Research Capital (TRC)
New York
$857K +$790K +4,629 +1,178%
BCI
212
Brinker Capital Investments
Pennsylvania
$853K -$239K -1,400 -22%
SW
213
SVB Wealth
Massachusetts
$850K +$560K +3,282 +193%
HPM
214
Hoxton Planning & Management
West Virginia
$850K +$850K +4,983 New
EWA
215
EP Wealth Advisors
California
$849K +$849K +4,975 New
OLA
216
Oliver Luxxe Assets
New Jersey
$832K -$8.02K -47 -1%
CFMC
217
Curbstone Financial Management Corp
New Hampshire
$829K
LWA
218
LWS Wealth Advisors
New Jersey
$813K -$20.5K -120 -2%
CWM
219
Cedar Wealth Management
California
$813K -$182K -1,068 -18%
MCCA
220
Mill Creek Capital Advisors
Pennsylvania
$799K +$799K +4,687 New
XF
221
XML Financial
Maryland
$781K +$171 +1 +0%
MIA
222
MMBG Investment Advisors
Florida
$776K
CA
223
Clearstead Advisors
Ohio
$771K
VCM
224
Vivaldi Capital Management
Illinois
$766K -$28.1K -163 -4%
SPA
225
Sentinel Pension Advisors
Massachusetts
$750K +$3.07K +18 +0.4%