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iShares S&P 100 ETF

508 hedge funds and large institutions have $5.68B invested in iShares S&P 100 ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 131 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+53
Holders Change %
+11.65%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
88
Increased
131
Reduced
132
Closed
29
Calls
$11.5B
Puts
$22.9B
Net Calls
-$11.4B
Net Calls Change
-$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
376
Perigon Wealth Management
California
$264K
AFC
377
AFT Forsyth & Company
Florida
$261K
PS
378
Planned Solutions
California
$261K +$261K +1,192 New
LGA
379
Lebenthal Global Advisors
New York
$260K -$3.28K -15 -1%
MSAM
380
Moloney Securities Asset Management
Missouri
$260K
EP
381
Edgestream Partners
New Jersey
$260K +$260K +1,185 New
CCM
382
Carlson Capital Management
Minnesota
$254K
IWM
383
IHT Wealth Management
Illinois
$249K -$26.3K -120 -10%
RWM
384
Reston Wealth Management
Virginia
$245K +$659 +3 +0.3%
DT
385
Daniels + Tansey
Delaware
$244K
OL
386
Optas LLC
Texas
$243K
OAP
387
One Advisory Partners
Kansas
$237K +$237K +1,083 New
SIC
388
Sterling Investment Counsel
New York
$235K +$235K +1,074 New
MIM
389
Marco Investment Management
Georgia
$230K
AL
390
ADE LLC
Maryland
$229K
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$227K -$5.47K -25 -2%
RWM
392
Ritholtz Wealth Management
New York
$227K
SAM
393
Silvercrest Asset Management
New York
$224K
CC
394
Cannell & Co
New York
$224K +$219 +1 +0.1%
FFA
395
Fragasso Financial Advisors
Pennsylvania
$224K +$658 +3 +0.3%
SFI
396
SPC Financial Inc
Maryland
$224K +$1.75K +8 +0.8%
RTS
397
Round Table Services
New Jersey
$223K
CTA
398
Colonial Trust Advisors
South Carolina
$223K
MSFS
399
Main Street Financial Solutions
Pennsylvania
$222K -$6.79K -31 -3%
ADL
400
Asset Dedication LLC
California
$222K