Jim Simons’s iShares S&P 100 ETF OEF Stock Holding History

Jim Simons’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.45M	Sell	10,851 -229	-2%	-$76.8K	0.01%	1577
2025 Q4	$3.8M	Sell	11,080 -9,620	-46%	-$3.27M	0.01%	1473
2025 Q3	$6.89M	Buy	20,700 +16,200	+360%	+$5.15M	0.01%	1303
2025 Q2	$1.37M	Buy	+4,500	New	+$1.25M	﹤0.01%	2336
2025 Q1	–	Sell	-12,900	Closed	-$3.73M	–	3729
2024 Q4	$3.73M	Buy	12,900 +8,900	+223%	+$2.55M	0.01%	1632
2024 Q3	$1.11M	Sell	4,000 -9,600	-71%	-$2.56M	﹤0.01%	2375
2024 Q2	$3.59M	Buy	13,600 +9,400	+224%	+$2.35M	0.01%	1516
2024 Q1	$1.04M	Sell	4,200 -15,300	-78%	-$3.61M	﹤0.01%	2462
2023 Q4	$4.36M	Buy	19,500 +9,800	+101%	+$2.06M	0.01%	1442
2023 Q3	$1.95M	Sell	9,700 -3,000	-24%	-$625K	﹤0.01%	1889
2023 Q2	$2.63M	Buy	12,700 +11,400	+877%	+$2.22M	﹤0.01%	1826
2023 Q1	$243K	Buy	+1,300	New	+$233K	﹤0.01%	3195
2022 Q4	–	Sell	-3,700	Closed	-$601K	–	4313
2022 Q3	$601K	Buy	+3,700	New	+$672K	﹤0.01%	2815
2022 Q1	–	Sell	-8,100	Closed	-$1.77M	–	4355
2021 Q4	$1.77M	Sell	8,100 -2,300	-22%	-$488K	﹤0.01%	2239
2021 Q3	$2.05M	Buy	10,400 +8,200	+373%	+$1.67M	﹤0.01%	2066
2021 Q2	$432K	Buy	+2,200	New	+$418K	﹤0.01%	3019
2020 Q4	–	Sell	-2,300	Closed	-$358K	–	3625
2020 Q3	$358K	Buy	2,300 +300	+15%	+$46.1K	﹤0.01%	2939
2020 Q2	$285K	Buy	+2,000	New	+$269K	﹤0.01%	3058
2020 Q1	–	Sell	-8,800	Closed	-$1.27M	–	3683
2019 Q4	$1.27M	Buy	+8,800	New	+$1.21M	﹤0.01%	2522
2018 Q3	–	Sell	-2,300	Closed	-$275K	–	3495
2018 Q2	$275K	Buy	+2,300	New	+$274K	﹤0.01%	2994

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's OEF Position: Q1 2026 in Review

Jim Simons reduced its iShares S&P 100 ETF (OEF) stake by 2.1% in Q1 2026, selling an estimated $76.8K and leaving 10,851 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #1577.

Jim Simons first reported a position in OEF in Q2 2018 and has held it in 20 quarters since. The position peaked at $6.89M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Jim Simons held 10,851 shares of iShares S&P 100 ETF worth $3.45M as of Q1 2026.
Jim Simons sold 229 iShares S&P 100 ETF shares in Q1 2026, an estimated $76.8K.
iShares S&P 100 ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1577 holding.
Jim Simons first reported a position in iShares S&P 100 ETF in Q2 2018 and has held it in 20 quarters since.
Jim Simons's iShares S&P 100 ETF position peaked at $6.89M in Q3 2025.
1,003 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.