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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
$787M
3
CC
Cypress Capital
Tennessee
$28.1M
4
CAG
Curtis Advisory Group
California
$27.7M
5
MFW
Meristem Family Wealth
Minnesota
$132M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$270M
3
WBG
Wharton Business Group
Pennsylvania
$0
4
LNC
Lincoln National Corp
Pennsylvania
$367K
5
JWCA
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
376
Colonial Trust Advisors
South Carolina
$201K +$201K +1,017 New
FFA
377
Fragasso Financial Advisors
Pennsylvania
$201K +$201K +1,018 New
SFI
378
SPC Financial Inc
Maryland
$200K +$200K +1,015 New
ADL
379
Asset Dedication LLC
California
$199K – – –
CIAS
380
Capital Investment Advisory Services
North Carolina
$188K +$2.96K +15 +2%
GC
381
Garde Capital
Washington
$177K – – –
ARIS
382
Advanced Research Investment Solutions
California
$165K – – –
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$15K +76 +10%
TCM
384
Tradewinds Capital Management
Washington
$157K – – –
FPS
385
Fieldpoint Private Securities
Connecticut
$148K – – –
LWA
386
Lowe Wealth Advisors
Maryland
$130K -$4.16K -21 -3%
WBC
387
West Branch Capital
Massachusetts
$127K +$394 +2 +0.3%
HWA
388
HHM Wealth Advisors
Tennessee
$125K – – –
KPCM
389
Kings Point Capital Management
New York
$116K – – –
TCCM
390
Timber Creek Capital Management
Massachusetts
$107K – – –
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$104K – – –
CFGS
392
Concourse Financial Group Securities
Alabama
$98K – – –
BWA
393
BDO Wealth Advisors
Florida
$95K -$11.5K -58 -11%
Deutsche Bank
394
Deutsche Bank
Germany
$87K -$366K -1,862 -81%
NSIM
395
North Star Investment Management
Illinois
$86K – – –
AWM
396
Avior Wealth Management
Nebraska
$82K +$25.8K +132 +46%
PA
397
PSI Advisors
Florida
$78K +$78K +397 New
CG
398
Cutler Group
California
$78K +$78K +400 New
HI
399
Hudock Inc
Pennsylvania
$74K – – –
DOA
400
D'Orazio & Associates
Virginia
$74K – – –
14 15
16
17 18