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iShares S&P 100 ETF

334 hedge funds and large institutions have $2.82B invested in iShares S&P 100 ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+15
Holders Change %
+4.7%
% of All Funds
7.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
42
Increased
96
Reduced
104
Closed
24
Calls
$5.17B
Puts
$10.9B
Net Calls
-$5.73B
Net Calls Change
-$4.07B
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
251
Frontier Investment Management
Texas
$215K +$215K +1,717 New
FC
252
Ferris Capital
Massachusetts
$213K
AIM
253
Aspen Investment Management
Michigan
$213K +$213K +1,700 New
KWMG
254
King Wealth Management Group
Florida
$212K +$212K +1,691 New
AAS
255
Avantax Advisory Services
Texas
$212K +$212K +1,695 New
BP
256
Ballentine Partners
Massachusetts
$211K +$211K +1,681 New
EM
257
Excalibur Management
Massachusetts
$210K +$210K +1,678 New
PBO
258
Peoples Bank (Ohio)
Ohio
$207K +$207K +1,655 New
WPSG
259
Wealth & Pension Services Group
Georgia
$205K +$205K +1,640 New
SFSIG
260
San Francisco Sentry Investment Group
California
$204K +$126 +1 +0.1%
GT
261
Glenview Trust
Kentucky
$204K +$204K +1,631 New
SIM
262
Sentry Investment Management
Wisconsin
$200K -$657K -5,240 -77%
KWM
263
Kingsview Wealth Management
Oregon
$200K +$200K +1,599 New
GAM
264
Gould Asset Management
California
$200K +$200K +1,600 New
LGWM
265
Litman Gregory Wealth Management
California
$192K
OWD
266
Osborn Williams & Donohoe
Ohio
$179K +$179K +1,400 New
Bessemer Group
267
Bessemer Group
New Jersey
$175K +$49.2K +391 +39%
KBFS
268
Kohmann Bosshard Financial Services
Ohio
$169K
FANJ
269
Financial Architects (New Jersey)
New Jersey
$160K
ADL
270
Asset Dedication LLC
California
$147K
LWA
271
Lowe Wealth Advisors
Maryland
$143K
PFO
272
Pathstone Family Office
New Jersey
$137K +$108K +863 +377%
BWA
273
BDO Wealth Advisors
Florida
$131K -$3.64K -29 -3%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$131K +$31.7K +162 +32%
PCG
275
Private Capital Group
Connecticut
$126K