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iShares S&P 100 ETF

261 hedge funds and large institutions have $4.09B invested in iShares S&P 100 ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $2.36B → $4.09B (+$1.73B)

40.24% more ownership

Funds ownership: 52.94%93.18% (+40%)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

3% more funds holding

Funds holding: 253261 (+8)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

41% less call options, than puts

Call options by funds: $3.03B | Put options by funds: $5.16B

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
6.5%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.42%
New
37
Increased
76
Reduced
90
Closed
27
Calls
$3.03B
Puts
$5.16B
Net Calls
-$2.13B
Net Calls Change
-$2.85B
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$20.2M +$19.9M +193,172 New
UCFA
27
United Capital Financial Advisors
Texas
$18.7M -$343K -3,324 -2%
AG
28
Advisor Group
Arizona
$16.6M +$11M +106,427 +206%
M&T Bank
29
M&T Bank
New York
$16.6M -$700K -6,782 -4%
S
30
SignatureFD
Georgia
$16.5M -$549K -5,313 -3%
BBHC
31
Brown Brothers Harriman & Co
New York
$12.5M +$285K +2,760 +2%
Citigroup
32
Citigroup
New York
$12.5M -$832K -8,059 -6%
JP Morgan Chase
33
JP Morgan Chase
New York
$11.2M -$852K -8,251 -7%
BMM
34
Berkshire Money Management
Massachusetts
$11M -$155K -1,502 -1%
JWM
35
Jackson Wealth Management
Florida
$10.4M +$5.49M +53,168 +115%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$9.13M -$303K -2,936 -3%
TH
37
Timber Hill
Connecticut
$9.07M -$1.03M -9,936 -10%
LPL Financial
38
LPL Financial
California
$8.83M +$393K +3,802 +5%
Two Sigma Investments
39
Two Sigma Investments
New York
$8.09M +$7.6M +73,588 +1,989%
CS
40
Credit Suisse
Switzerland
$7.9M +$7.38M +71,428 +1,763%
SGAM
41
Steinberg Global Asset Management
Florida
$7.84M +$414K +4,008 +6%
HR
42
Howe & Rusling
New York
$7.48M +$92.2K +893 +1%
Ameriprise
43
Ameriprise
Minnesota
$6.89M +$447K +4,326 +7%
WFWM
44
Wechter Feldman Wealth Management
New Jersey
$6.71M +$1.08M +10,444 +19%
V
45
Veritable
Delaware
$6.38M -$178K -1,725 -3%
Axa
46
Axa
France
$6.22M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5.76M -$1.68M -16,261 -23%
VC
48
Vicus Capital
Pennsylvania
$5.66M -$1.74M -16,884 -24%
RBC
49
Roble Belko & Company
Pennsylvania
$5.64M -$161K -1,562 -3%
Northern Trust
50
Northern Trust
Illinois
$5.53M -$155K -1,500 -3%

OEF Hedge Fund Activity: Q1 2017 in Review

261 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q1 2017, worth a combined $4.09B — up 73% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OEF positions and 27 closed out — a net gain of 10 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was MML Investors Services, adding an estimated $1.63B. The largest seller was Bank of America, cutting an estimated $49.4M.

  • 261 institutional investors held iShares S&P 100 ETF (OEF) as of Q1 2017, up from 253 in Q4 2016.
  • Funds reported $4.09B of iShares S&P 100 ETF stock for Q1 2017, up 73% quarter-over-quarter.
  • 37 funds opened new iShares S&P 100 ETF positions in Q1 2017 and 27 closed out, a net change of +10 holders.
  • The largest iShares S&P 100 ETF buyer in Q1 2017 was MML Investors Services, an estimated $1.63B added.
  • The largest iShares S&P 100 ETF seller in Q1 2017 was Bank of America, an estimated $49.4M sold.

Based on aggregated 13F filings for Q1 2017.