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iShares S&P 100 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
201
Brighton Jones LLC
Washington
$1.51M
JCM
202
J2 Capital Management
Michigan
$1.5M +$1.5M +7,477 New
KIA
203
KCM Investment Advisors
California
$1.5M
AFS
204
Access Financial Services
Minnesota
$1.49M
OAP
205
One Advisory Partners
Kansas
$1.47M -$2.81K -14 -0.2%
CAN
206
Cetera Advisor Networks
California
$1.47M -$125K -622 -8%
BAAM
207
Baker Avenue Asset Management
California
$1.45M +$86.7K +432 +6%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$1.12M +5,567 +361%
BAM
209
Beaumont Asset Management
Texas
$1.42M -$21.1K -105 -1%
WLPWM
210
Walled Lake Planning & Wealth Management
Illinois
$1.39M -$2.61K -13 -0.2%
MWA
211
Monograph Wealth Advisors
California
$1.37M
TC
212
TownSquare Capital
Utah
$1.36M +$994K +4,956 +269%
PAS
213
Park Avenue Securities
New York
$1.36M +$1.36M +6,793 New
KA
214
Klingman & Associates
New York
$1.35M
Brown Advisory
215
Brown Advisory
Maryland
$1.28M
JWA
216
JFS Wealth Advisors
Pennsylvania
$1.26M +$9.43K +47 +0.8%
ACA
217
Affinity Capital Advisors
California
$1.24M +$1.24M +6,200 New
EWM
218
Evercore Wealth Management
New York
$1.24M
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$1.22M -$27.3K -136 -2%
AAS
220
Avantax Advisory Services
Texas
$1.21M +$188K +936 +18%
PA
221
Pinnacle Associates
New York
$1.18M +$103K +513 +10%
MCCP
222
Mission Creek Capital Partners
California
$1.18M
ICG
223
InterOcean Capital Group
Tennessee
$1.18M -$145K -724 -11%
LGWM
224
Litman Gregory Wealth Management
California
$1.17M
AIM
225
Allen Investment Management
New York
$1.17M