OEF icon

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 %
RIA
201
Regal Investment Advisors
Michigan
$1.45M +$46.4K +224 +3%
WLPWM
202
Walled Lake Planning & Wealth Management
Illinois
$1.44M +$6.42K +31 +0.4%
D
203
Dentgroup
Louisiana
$1.41M -$104K -501 -7%
MWA
204
Monograph Wealth Advisors
California
$1.41M +$2.9K +14 +0.2%
BAAM
205
Baker Avenue Asset Management
California
$1.41M -$1.24K -6 -0.1%
KA
206
Klingman & Associates
New York
$1.39M +$6.21K +30 +0.4%
ICG
207
InterOcean Capital Group
Tennessee
$1.36M +$61.3K +296 +5%
PCA
208
Pallas Capital Advisors
Massachusetts
$1.35M +$805K +3,825 +147%
CIAS
209
CFS Investment Advisory Services
New Jersey
$1.34M +$1.34M +6,459 New
Brown Advisory
210
Brown Advisory
Maryland
$1.32M – – –
JWA
211
JFS Wealth Advisors
Pennsylvania
$1.29M – – –
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$1.29M -$4.14K -20 -0.3%
SPC
213
Sigma Planning Corp
Michigan
$1.28M +$400K +1,930 +45%
EWM
214
Evercore Wealth Management
New York
$1.28M – – –
MCCP
215
Mission Creek Capital Partners
California
$1.21M +$621 +3 +0.1%
MG
216
Mather Group
Illinois
$1.21M +$1.21M +5,842 New
LGWM
217
Litman Gregory Wealth Management
California
$1.2M +$1.2M +5,816 New
AIM
218
Allen Investment Management
New York
$1.2M – – –
ATC
219
Adirondack Trust Company
New York
$1.2M – – –
MMA
220
Miracle Mile Advisors
California
$1.13M – – –
SWM
221
Spire Wealth Management
Virginia
$1.12M -$53.2K -257 -5%
PA
222
Pinnacle Associates
New York
$1.11M -$8.08K -39 -0.7%
PCIA
223
Prime Capital Investment Advisors
Kansas
$1.1M +$1.1M +5,316 New
Citadel Advisors
224
Citadel Advisors
Florida
$1.09M -$3.7M -17,857 -77%
SHGA
225
Sand Hill Global Advisors
California
$1.09M -$36.9K -178 -3%
7 8
9
10 11