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iShares S&P 100 ETF

243 hedge funds and large institutions have $2.27B invested in iShares S&P 100 ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1.19% more ownership

Funds ownership: 50.91%52.1% (+1.2%)

3% more capital invested

Capital invested by funds: $2.19B → $2.27B (+$73.1M)

0% less funds holding

Funds holding: 244243 (-1)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

61% less call options, than puts

Call options by funds: $2.42B | Put options by funds: $6.26B

Holders
243
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
6.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
16
Increased
62
Reduced
86
Closed
14
Calls
$2.42B
Puts
$6.26B
Net Calls
-$3.83B
Net Calls Change
-$903M
Name Holding Trade Value Shares
Change
Change in
Stake
S
26
SignatureFD
Georgia
$17M -$370K -3,857 -2%
JFA
27
JNBA Financial Advisors
Minnesota
$17M +$17M +176,963 New
BMM
28
Berkshire Money Management
Massachusetts
$16.4M +$4.06M +42,288 +33%
Citigroup
29
Citigroup
New York
$16.1M +$492K +5,129 +3%
M&T Bank
30
M&T Bank
New York
$15.8M -$471K -4,901 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$13.8M -$869K -9,051 -6%
LMIM
32
Lockheed Martin Investment Management
Maryland
$13.3M
BBHC
33
Brown Brothers Harriman & Co
New York
$11.2M -$74.5K -776 -0.7%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$11M +$8.68M +90,399 +369%
JP Morgan Chase
35
JP Morgan Chase
New York
$9.99M +$488K +5,086 +5%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$8.85M -$776K -8,081 -8%
LPL Financial
37
LPL Financial
California
$7.46M +$672 +7 +0%
MCM
38
Manchester Capital Management
Vermont
$7.02M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.97M -$224K -2,329 -3%
HR
40
Howe & Rusling
New York
$6.66M -$37.8K -394 -0.6%
SGAM
41
Steinberg Global Asset Management
Florida
$6.64M +$9.31K +97 +0.1%
V
42
Veritable
Delaware
$5.87M
Axa
43
Axa
France
$5.7M
LP
44
LGL Partners
Pennsylvania
$5.65M
TRCT
45
Tower Research Capital (TRC)
New York
$5.49M +$1.02M +10,662 +23%
RBC
46
Roble Belko & Company
Pennsylvania
$5.22M -$85.5K -891 -2%
Northern Trust
47
Northern Trust
Illinois
$5.21M -$3.37M -35,108 -39%
NAM
48
NTV Asset Management
West Virginia
$5.08M
SAM
49
Sequent Asset Management
Texas
$4.97M
US Bancorp
50
US Bancorp
Minnesota
$4.92M -$267K -2,779 -5%

OEF Hedge Fund Activity: Q3 2016 in Review

243 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q3 2016, worth a combined $2.27B — up 3.3% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OEF positions and 14 closed out — a net gain of 2 holders — while 62 added to existing stakes and 86 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $86.1M. The largest seller was Bank of New York Mellon, cutting an estimated $27.6M.

  • 243 institutional investors held iShares S&P 100 ETF (OEF) as of Q3 2016, down from 244 in Q2 2016.
  • Funds reported $2.27B of iShares S&P 100 ETF stock for Q3 2016, up 3.3% quarter-over-quarter.
  • 16 funds opened new iShares S&P 100 ETF positions in Q3 2016 and 14 closed out, a net change of +2 holders.
  • The largest iShares S&P 100 ETF buyer in Q3 2016 was Jones Financial Companies, an estimated $86.1M added.
  • The largest iShares S&P 100 ETF seller in Q3 2016 was Bank of New York Mellon, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2016.