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iShares S&P 100 ETF

508 hedge funds and large institutions have $5.68B invested in iShares S&P 100 ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 131 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+53
Holders Change %
+11.65%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
88
Increased
131
Reduced
132
Closed
29
Calls
$11.5B
Puts
$22.9B
Net Calls
-$11.4B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Apella Capital
Connecticut
$853K -$32.7K -149 -4%
PA
227
Pinnacle Associates
New York
$853K +$11K +50 +1%
VWA
228
VERITY Wealth Advisors
United States
$830K
LWP
229
Lumature Wealth Partners
Georgia
$827K +$438 +2 +0.1%
TCBWMS
230
Texas Capital Bank Wealth Management Services
Texas
$819K +$215K +980 +36%
Marshall Wace
231
Marshall Wace
United Kingdom
$807K +$419K +1,909 +108%
CWM
232
Concentric Wealth Management
California
$789K
FG
233
Fiduciary Group
Georgia
$788K -$13.2K -60 -2%
FPW
234
Flagship Private Wealth
Massachusetts
$781K +$2.19K +10 +0.3%
IC
235
Iconiq Capital
California
$770K +$1.1K +5 +0.1%
PO
236
Private Ocean
California
$764K -$219 -1 -0%
PWM
237
PBMares Wealth Management
Virginia
$762K +$438 +2 +0.1%
SFG
238
Summit Financial Group
West Virginia
$760K
MA
239
Montag & Associates
Georgia
$757K
CCA
240
Checchi Capital Advisers
California
$753K
PL
241
Plancorp LLC
Missouri
$740K
AAS
242
Avantax Advisory Services
Texas
$734K +$48.7K +222 +7%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$732K +$732K +3,185 New
TI
244
Truepoint Inc
Ohio
$723K
RSWM
245
Robertson Stephens Wealth Management
California
$717K +$5.04K +23 +0.7%
PCM
246
Parsons Capital Management
Rhode Island
$705K
BJL
247
Brighton Jones LLC
Washington
$705K +$1.75K +8 +0.2%
NGA
248
Naples Global Advisors
Florida
$702K
SWPG
249
Strategic Wealth Partners Group
Illinois
$696K
B
250
Bellecapital
Switzerland
$691K