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iShares S&P 100 ETF
OEF

Overview Fund Activity

393 hedge funds and large institutions have $4.45B invested in iShares S&P 100 ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+10
Holders Change %
+2.61%
% of All Funds
7.95%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.42%
New
37
Increased
100
Reduced
144
Closed
21
Calls
$7.45B
Puts
$17.6B
Net Calls
-$10.1B
Net Calls Change
-$3.91B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
2
B
Barings
North Carolina
+$39.9M
3
LA
Legacy Advisors
Pennsylvania
+$13.9M
4
Goldman Sachs
Goldman Sachs
New York
+$13.7M
5
IA
IFP Advisors
Florida
+$6.14M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$16M
3
Northern Trust
Northern Trust
Illinois
-$15.9M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$14.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
326
Capital Investment Advisory Services
North Carolina
$146K +$156 +1 +0.1%
PFO
327
Pathstone Family Office
New Jersey
$134K – – –
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$131K – – –
BWA
329
BDO Wealth Advisors
Florida
$116K -$4.98K -32 -4%
LFG
330
LifePlan Financial Group
Ohio
$107K – – –
LWA
331
Lowe Wealth Advisors
Maryland
$105K – – –
HWA
332
HCR Wealth Advisors
California
$105K – – –
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$156 +1 +0.2%
HWA
334
HHM Wealth Advisors
Tennessee
$98K – – –
TCCM
335
Timber Creek Capital Management
Massachusetts
$97K – – –
SFA
336
Stewardship Financial Advisors
Georgia
$93K – – –
KPCM
337
Kings Point Capital Management
New York
$92K – – –
BWM
338
BerganKDV Wealth Management
Minnesota
$91K – – –
CFGS
339
Concourse Financial Group Securities
Alabama
$91K +$17.4K +112 +24%
PFS
340
Prospera Financial Services
Texas
$86K -$502K -3,237 -85%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$82K +$82K +527 New
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$77K – – –
CTC
343
Central Trust Company
Missouri
$73K – – –
BFEC
344
Benjamin F. Edwards & Company
Missouri
$70K +$310 +2 +0.4%
NSIM
345
North Star Investment Management
Illinois
$68K – – –
WT
346
Washington Trust
Rhode Island
$62K +$26.7K +172 +76%
DOA
347
D'Orazio & Associates
Virginia
$58K – – –
HI
348
Hudock Inc
Pennsylvania
$58K +$309 +2 +0.5%
M
349
MOTCO
Texas
$55K +$21.7K +140 +65%
MA
350
MCF Advisors
Kentucky
$50K -$10K -64 -17%
12 13
14
15 16