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iShares S&P 100 ETF

333 hedge funds and large institutions have $3.34B invested in iShares S&P 100 ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.31%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
25
Increased
88
Reduced
103
Closed
16
Calls
$5.55B
Puts
$9.97B
Net Calls
-$4.41B
Net Calls Change
+$613M
Name Holding Trade Value Shares
Change
Shares
Change %
MIG
226
McGuire Investment Group
Rhode Island
$305K -$3.69K -28 -1%
PGA
227
Portland Global Advisors
Maine
$298K -$18.3K -139 -6%
BP
228
Ballentine Partners
Massachusetts
$298K +$47.4K +361 +19%
DHFB
229
Dixon Hubard Feinour & Brown
Virginia
$295K
LIM
230
Leavell Investment Management
Alabama
$292K
CTA
231
Chesley Taft & Associates
Illinois
$287K +$287K +2,185 New
WIP
232
Wellesley Investment Partners
Massachusetts
$280K +$280K +2,127 New
PCS
233
Personal CFO Solutions
New Jersey
$277K +$277K +2,123 New
SW
234
SVB Wealth
Massachusetts
$274K
TA
235
Tiedemann Advisors
New York
$271K +$271K +2,057 New
HSBC Holdings
236
HSBC Holdings
United Kingdom
$263K
AllianceBernstein
237
AllianceBernstein
Tennessee
$263K
TSS
238
Thomas Story & Son
Indiana
$260K
LF
239
Lantz Financial
Illinois
$258K
SDWIA
240
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$254K
AWM
241
AE Wealth Management
Kansas
$253K -$33.4K -254 -12%
SCM
242
Schnieders Capital Management
California
$245K +$4.6K +35 +2%
CPIG
243
Chicago Partners Investment Group
Illinois
$244K
CA
244
Claro Advisors
Massachusetts
$243K
FWCM
245
Ferguson Wellman Capital Management
Oregon
$243K
WIC
246
Willis Investment Counsel
Georgia
$240K
FWM
247
Focused Wealth Management
New York
$229K -$56.6K -431 -20%
GLLW
248
Graves Light Lenhart Wealth
Virginia
$229K -$56.1K -415 -20%
CAC
249
Certified Advisory Corp
Florida
$228K -$10.4K -79 -4%
OIA
250
OneDigital Investment Advisors
Kansas
$228K +$140K +1,067 +159%