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iShares S&P 100 ETF
OEF

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 %
NP
276
NorthRock Partners
Minnesota
$437K -$16.8K -85 -4%
FWCM
277
Ferguson Wellman Capital Management
Oregon
$432K – – –
Kovitz Investment Group Partners
278
Kovitz Investment Group Partners
Illinois
$432K +$29.6K +150 +7%
MIG
279
McGuire Investment Group
Rhode Island
$431K +$7.11K +36 +2%
OIA
280
OneDigital Investment Advisors
Kansas
$423K – – –
FANJ
281
Financial Architects (New Jersey)
New Jersey
$419K +$166K +840 +66%
KWM
282
Keebeck Wealth Management
Illinois
$410K +$410K +2,079 New
TA
283
Tiedemann Advisors
New York
$408K +$1.19K +6 +0.3%
TWA
284
Tillar-Wenstrup Advisors
Ohio
$403K -$15.4K -78 -4%
UFF
285
USA Financial Formulas
Michigan
$399K +$73.9K +374 +23%
LF
286
Lantz Financial
Illinois
$398K – – –
HSBC Holdings
287
HSBC Holdings
United Kingdom
$395K – – –
LFF
288
Level Four Financial
Texas
$395K +$1.18K +6 +0.3%
TPWA
289
TRUE Private Wealth Advisors
Oregon
$394K -$35.1K -178 -8%
TSS
290
Thomas Story & Son
Indiana
$391K – – –
CPIG
291
Chicago Partners Investment Group
Illinois
$391K – – –
MAFM
292
Mid Atlantic Financial Management
Pennsylvania
$388K +$86.2K +436 +29%
SCM
293
Schnieders Capital Management
California
$387K +$3.55K +18 +0.9%
CT
294
Cambridge Trust
Massachusetts
$375K +$90.8K +460 +32%
CPSAC
295
Chas P. Smith & Associates (CPS)
Florida
$373K – – –
WIC
296
Willis Investment Counsel
Georgia
$371K – – –
LNC
297
Lincoln National Corp
Pennsylvania
$367K -$5.82M -29,511 -94%
CA
298
Claro Advisors
Massachusetts
$365K – – –
LAS
299
Lloyd Advisory Services
Georgia
$361K +$361K +1,829 New
SRSA
300
S.R. Schill & Associates
Washington
$359K – – –
10 11
12
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