OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

385 hedge funds and large institutions have $9.26B invested in iShares S&P 100 ETF in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+52
Holders Change %
+15.62%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
71
Increased
96
Reduced
114
Closed
15
Calls
$6.45B
Puts
$10.7B
Net Calls
-$4.27B
Net Calls Change
+$142M

Top Buyers

1
M&T Bank
M&T Bank
New York
+$5.6B
2
EW
Evoke Wealth
California
+$208M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$135M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.1M
5
Bank of America
Bank of America
North Carolina
+$16.3M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$83.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.8M
3
PPA
Parametric Portfolio Associates
Washington
-$5.07M
4
Barclays
Barclays
United Kingdom
-$4.97M
5
SMFS
Squar Milner Financial Services
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
276
Capital Asset Advisory Services
Michigan
$256K +$256K +1,694 New
JWCA
277
J.W. Cole Advisors
Florida
$254K +$254K +1,763 New
OIA
278
OneDigital Investment Advisors
Kansas
$251K +$864 +6 +0.3%
CAC
279
Certified Advisory Corp
Florida
$250K +$575 +4 +0.2%
IAA
280
Independent Advisor Alliance
North Carolina
$249K +$249K +1,728 New
BRWA
281
B. Riley Wealth Advisors
Florida
$247K +$17.7K +123 +8%
PBO
282
Peoples Bank (Ohio)
Ohio
$246K – – –
AIM
283
Aspen Investment Management
Michigan
$245K – – –
GLLW
284
Graves Light Lenhart Wealth
Virginia
$244K – – –
EM
285
Excalibur Management
Massachusetts
$242K – – –
LGWM
286
Litman Gregory Wealth Management
California
$242K +$20.9K +145 +9%
FWM
287
Focused Wealth Management
New York
$241K -$10.8K -75 -4%
IA
288
IFG Advisory
Georgia
$241K – – –
TI
289
Trexquant Investment
Connecticut
$232K +$232K +1,607 New
GAM
290
Gould Asset Management
California
$231K – – –
CWC
291
Carolinas Wealth Consulting
North Carolina
$231K +$231K +1,607 New
KWMG
292
King Wealth Management Group
Florida
$230K – – –
SFSIG
293
San Francisco Sentry Investment Group
California
$229K -$5.63K -39 -2%
FC
294
Ferris Capital
Massachusetts
$227K -$17.6K -122 -7%
MAFM
295
Mid Atlantic Financial Management
Pennsylvania
$227K +$227K +1,577 New
GT
296
Glenview Trust
Kentucky
$226K – – –
RWP
297
RWA Wealth Partners
Massachusetts
$223K – – –
TC
298
TAP Consulting
Missouri
$223K +$288 +2 +0.1%
PRWA
299
Platte River Wealth Advisors
Colorado
$220K +$220K +1,520 New
ATC
300
Argent Trust Co
Tennessee
$218K +$218K +1,510 New
10 11
12
13 14