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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
+$26.9M
2
FSA
Financial Services Advisory
Maryland
+$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$8.15M
4
VF
VitalStone Financial
Texas
+$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
+$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
-$51.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
3
CWA
CM Wealth Advisors
Ohio
-$40.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.8M
5
FPF
First Pacific Financial
Washington
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
201
Adirondack Trust Company
New York
$1.05M – – –
AI
202
Atria Investments
North Carolina
$1.04M -$269K -1,436 -21%
CFO
203
Callan Family Office
Pennsylvania
$1.03M +$1.03M +5,520 New
MMA
204
Miracle Mile Advisors
California
$1.02M -$148K -793 -13%
SHGA
205
Sand Hill Global Advisors
California
$1.01M -$2.62K -14 -0.3%
PA
206
Pinnacle Associates
New York
$1.01M +$278K +1,485 +38%
RhumbLine Advisers
207
RhumbLine Advisers
Massachusetts
$975K +$975K +5,215 New
SW
208
SVB Wealth
Massachusetts
$932K – – –
CA
209
Clearstead Advisors
Ohio
$924K +$78.6K +420 +9%
CFMC
210
Curbstone Financial Management Corp
New Hampshire
$909K – – –
BCI
211
Brinker Capital Investments
Pennsylvania
$895K -$39.7K -212 -4%
OPS
212
Orion Portfolio Solutions
Nebraska
$895K +$895K +4,787 New
CWM
213
Cedar Wealth Management
California
$893K +$1.68K +9 +0.2%
SWA
214
Stratos Wealth Advisors
Ohio
$871K -$69K -369 -7%
AAS
215
Avantax Advisory Services
Texas
$867K +$47.9K +256 +6%
ECM
216
Evergreen Capital Management
Washington
$858K +$119K +638 +16%
XF
217
XML Financial
Maryland
$857K +$187 +1 +0%
MIA
218
MMBG Investment Advisors
Florida
$851K – – –
MCCA
219
Mill Creek Capital Advisors
Pennsylvania
$845K -$31.4K -168 -4%
AWM
220
AE Wealth Management
Kansas
$841K +$591K +3,161 +236%
HPM
221
Hoxton Planning & Management
West Virginia
$833K -$99.3K -531 -11%
SPA
222
Sentinel Pension Advisors
Massachusetts
$824K +$2.43K +13 +0.3%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$818K +$12K +64 +1%
VCM
224
Vivaldi Capital Management
Illinois
$814K -$18.1K -97 -2%
LWA
225
LWS Wealth Advisors
New Jersey
$805K -$87.6K -468 -10%
7 8
9
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