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iShares S&P 100 ETF
OEF

Overview Fund Activity

358 hedge funds and large institutions have $2.97B invested in iShares S&P 100 ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 125 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-27
Holders Change %
-7.01%
% of All Funds
7.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.53%
New
37
Increased
96
Reduced
125
Closed
59
Calls
$6.38B
Puts
$12.8B
Net Calls
-$6.4B
Net Calls Change
-$2.13B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.7M
3
Morgan Stanley
Morgan Stanley
New York
+$28.8M
4
Twin Tree Management
Twin Tree Management
Texas
+$27.4M
5
IC
IEQ Capital
California
+$25.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$5.89B
2
EW
Evoke Wealth
California
-$259M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$104M
4
SCM
SCS Capital Management
Massachusetts
-$39.5M
5
BPC
Banque Pictet & Cie
Switzerland
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Checchi Capital Advisers
California
$356K – – –
SCM
227
Smith Capital Management
Arkansas
$351K – – –
OC
228
Oppenheimer & Co
New York
$344K -$39.4K -332 -10%
AP
229
Advisor Partners
California
$340K -$54.9K -463 -14%
OFS
230
Oldfather Financial Services
Nebraska
$340K -$6.88K -52 -2%
WCG
231
Weaver Consulting Group
California
$334K -$29.7K -250 -8%
VIM
232
Vista Investment Management
Pennsylvania
$333K – – –
EHC
233
Everett Harris & Co
California
$331K +$331K +2,788 New
AL
234
Aspiriant LLC
California
$329K +$329K +2,770 New
BCA
235
Berman Capital Advisors
Georgia
$328K +$328K +2,770 New
IWC
236
Integrated Wealth Concepts
Massachusetts
$321K -$1.63M -13,769 -84%
Fisher Asset Management
237
Fisher Asset Management
Washington
$321K +$44.4K +374 +16%
OIA
238
OneDigital Investment Advisors
Kansas
$315K +$108K +914 +52%
AMG
239
Asset Management Group
Connecticut
$311K – – –
GG
240
Gofen & Glossberg
Illinois
$308K – – –
TI
241
Trexquant Investment
Connecticut
$303K +$112K +945 +59%
SSWM
242
Sheets Smith Wealth Management
North Carolina
$300K +$14.2K +120 +5%
NFG
243
Nations Financial Group
Iowa
$298K +$475 +4 +0.2%
BBPWM
244
Blue Bell Private Wealth Management
Pennsylvania
$297K -$172K -1,450 -37%
BOS
245
Bingham Osborn & Scarborough
California
$288K -$92.4K -780 -24%
CSIC
246
Clifford Swan Investment Counsel
California
$288K – – –
SI
247
Stephens Inc
Arkansas
$287K – – –
FAIM
248
Financial Advocates Investment Management
Washington
$283K -$73.7K -621 -21%
SRSA
249
S.R. Schill & Associates
Washington
$283K – – –
CAM
250
Cresset Asset Management
Illinois
$276K +$23.4K +197 +9%
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