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iShares S&P 100 ETF
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Overview Fund Activity

455 hedge funds and large institutions have $4.84B invested in iShares S&P 100 ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+23
Holders Change %
+5.32%
% of All Funds
7.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
48
Increased
109
Reduced
123
Closed
21
Calls
$9.97B
Puts
$20.3B
Net Calls
-$10.3B
Net Calls Change
+$4.59B

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$59.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.5M
3
CC
Cypress Capital
Tennessee
+$28.1M
4
CAG
Curtis Advisory Group
California
+$27.7M
5
MFW
Meristem Family Wealth
Minnesota
+$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$44.1M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$14.6M
3
WBG
Wharton Business Group
Pennsylvania
-$6.94M
4
LNC
Lincoln National Corp
Pennsylvania
-$5.82M
5
JWCA
J.W. Cole Advisors
Florida
-$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$659K – – –
TI
227
Truepoint Inc
Ohio
$651K -$112K -567 -15%
RSWM
228
Robertson Stephens Wealth Management
California
$641K – – –
PCM
229
Parsons Capital Management
Rhode Island
$636K -$26.7K -135 -4%
BJL
230
Brighton Jones LLC
Washington
$634K +$1.78K +9 +0.3%
NGA
231
Naples Global Advisors
Florida
$633K -$9.88K -50 -2%
SWPG
232
Strategic Wealth Partners Group
Illinois
$628K +$628K +3,180 New
CIBC World Market
233
CIBC World Market
Ontario, Canada
$625K +$3.55K +18 +0.6%
B
234
Bellecapital
Switzerland
$622K – – –
AAS
235
Avantax Advisory Services
Texas
$618K +$225K +1,139 +57%
NAMM
236
NorthStar Asset Management (Massachusetts)
Massachusetts
$610K -$54.3K -275 -8%
SHA
237
Seneca House Advisors
Virginia
$597K -$199K -1,007 -25%
LW
238
Linscomb Wealth
Texas
$597K -$65K -329 -10%
MWP
239
Madison Wealth Partners
Wisconsin
$574K – – –
FAT
240
First American Trust
California
$572K +$343K +1,736 +150%
SW
241
SkyOak Wealth
Michigan
$570K -$10.9K -55 -2%
ECAM
242
East Coast Asset Management
Massachusetts
$568K – – –
SFM
243
Signet Financial Management
New Jersey
$558K +$558K +2,826 New
MCM
244
MAI Capital Management
Ohio
$554K -$78.9K -400 -12%
OFS
245
Oldfather Financial Services
Nebraska
$554K – – –
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$553K -$549K – –
EHC
247
Everett Harris & Co
California
$550K – – –
FTA
248
Financial & Tax Architects
Missouri
$550K +$10.9K +55 +2%
TCBWMS
249
Texas Capital Bank Wealth Management Services
Texas
$545K +$31K +157 +6%
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$544K -$2.96K -15 -0.5%
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