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iShares S&P 100 ETF
OEF

Overview Fund Activity

424 hedge funds and large institutions have $4.1B invested in iShares S&P 100 ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
7.47%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
25
Increased
92
Reduced
158
Closed
23
Calls
$9.19B
Puts
$20B
Net Calls
-$10.8B
Net Calls Change
-$1.81B

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$13.2M
2
Morgan Stanley
Morgan Stanley
New York
$198M
3
AWM
AE Wealth Management
Kansas
$7.94M
4
Two Sigma Investments
Two Sigma Investments
New York
$17M
5
IC
IEQ Capital
California
$170M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.5M
2
Bank of America
Bank of America
North Carolina
$1.01B
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$213M
4
BPC
Banque Pictet & Cie
Switzerland
$2.25M
5
PNAA
Pictet North America Advisors
Switzerland
$876K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$19M +$3.57M +19,832 +23%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$18.5M -$160M -890,654 -90%
GA
28
Geller Advisors
New York
$18.2M +$14.4K +80 +0.1%
SHGA
29
Sand Hill Global Advisors
California
$17.1M -$876K -4,874 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$17M +$7.93M +44,100 +87%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$16.9M +$570K +3,169 +3%
AWM
32
Altus Wealth Management
Kentucky
$16.7M +$368K +2,046 +2%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$16.4M -$1.36M -7,547 -8%
CCT
34
Country Club Trust
Missouri
$13.7M -$17.9K -100 -0.1%
Cerity Partners
35
Cerity Partners
New York
$13.2M +$11.4M +63,364 +623%
CMO
36
Covenant Multifamily Offices
Texas
$12.4M -$21.4M -118,840 -63%
V
37
Veritable
Delaware
$12.2M – – –
RJA
38
Raymond James & Associates
Florida
$12.1M -$7.22M -40,143 -37%
IA
39
IFP Advisors
Florida
$11.6M -$3.96M -22,031 -25%
Osaic Holdings
40
Osaic Holdings
Arizona
$11.3M -$662K -3,679 -6%
KeyBank National Association
41
KeyBank National Association
Ohio
$9.78M -$240K -1,335 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$9.5M +$78.9K +439 +0.8%
US Bancorp
43
US Bancorp
Minnesota
$9.49M -$23.6K -131 -0.2%
Northern Trust
44
Northern Trust
Illinois
$9.49M +$144K +802 +2%
WI
45
Wintrust Investments
Illinois
$8.45M +$4.08M +69,000 +93%
AWM
46
AE Wealth Management
Kansas
$7.94M +$7.94M +44,135 New
RBC
47
Roble Belko & Company
Pennsylvania
$7.76M -$21.6K -120 -0.3%
SWM
48
Segment Wealth Management
Texas
$7.46M -$22.5K -125 -0.3%
Truist Financial
49
Truist Financial
North Carolina
$7.42M -$49.8K -277 -0.7%
AWM
50
Atticus Wealth Management
Florida
$7.24M -$415K -2,308 -5%
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