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iShares S&P 100 ETF

755 hedge funds and large institutions have $9.48B invested in iShares S&P 100 ETF in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 242 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+193
Holders Change %
+34.34%
% of All Funds
11.07%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.59%
New
225
Increased
242
Reduced
132
Closed
24
Calls
$29.9B
Puts
$50.8B
Net Calls
-$20.9B
Net Calls Change
-$3.7B
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.32B +$149M +666,522 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$876M +$853M +3,819,575 +3,819%
Morgan Stanley
3
Morgan Stanley
New York
$687M +$448M +2,005,774 +188%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$486M +$12.2M +54,820 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$422M -$10.3M -46,247 -2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$408M +$386M +1,726,114 +1,705%
CAM
7
Cresset Asset Management
Illinois
$270M -$4.75M -21,268 -2%
LPL Financial
8
LPL Financial
California
$267M +$195M +874,680 +274%
Goldman Sachs
9
Goldman Sachs
New York
$247M +$44.9M +200,905 +22%
BlackRock
10
BlackRock
New York
$218M +$117M +521,945 +115%
IC
11
IEQ Capital
California
$209M -$1.06M -4,736 -0.5%
MWM
12
Merriman Wealth Management
Washington
$161M +$4.77M +21,353 +3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$145M +$145M +648,291 +78,202%
UBS Group
14
UBS Group
Switzerland
$144M +$8.68M +38,838 +6%
Wells Fargo
15
Wells Fargo
California
$144M +$32.3M +144,708 +29%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$124M +$124M +554,921 New
PAS
17
Park Avenue Securities
New York
$94.9M +$93.4M +418,011 +6,154%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$94.3M +$4.98M +22,305 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$92.8M +$51.7M +231,465 +126%
ONB
20
Old National Bancorp
Indiana
$86M +$11.4M +50,825 +15%
RVPG
21
Relative Value Partners Group
$85.7M -$2.74M -12,278 -3%
Ameriprise
22
Ameriprise
Minnesota
$83.1M +$65.8M +294,657 +381%
MML Investors Services
23
MML Investors Services
Massachusetts
$65.4M +$61.4M +274,779 +1,515%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$55.9M +$9.14M +40,925 +20%
OC
25
Oakworth Capital
Alabama
$54.3M -$930K -4,163 -2%