iShares S&P 100 ETF
511 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 89 funds opening new positions, 131 increasing their positions, 133 reducing their positions, and 29 closing their positions.
207% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 29
17% more capital invested
Capital invested by funds: $4.84B → $5.68B (+$840M)
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
12% more funds holding
Funds holding: 457 → 511 (+54)
0.19% more ownership
Funds ownership: 60.06% → 60.25% (+0.19%)
2% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 133
50% less call options, than puts
Call options by funds: $11.5B | Put options by funds: $22.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$122M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$68.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$46.5M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$35.7M |
| 5 |
JP Morgan Chase
New York
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$58.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.7M |
| 3 |
HF
HRT Financial
New York
|
-$8.73M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$7.93M |
| 5 |
FFC
Fure Financial Corporation
Bloomington,
Minnesota
|
-$5.37M |
OEF Hedge Fund Activity: Q4 2021 in Review
511 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2021, worth a combined $5.68B — up 17% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new OEF positions and 29 closed out — a net gain of 60 holders — while 131 added to existing stakes and 133 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $122M. The largest seller was AE Wealth Management, cutting an estimated $58.5M.
- 511 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2021, up from 457 in Q3 2021.
- Funds reported $5.68B of iShares S&P 100 ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 89 funds opened new iShares S&P 100 ETF positions in Q4 2021 and 29 closed out, a net change of +60 holders.
- The largest iShares S&P 100 ETF buyer in Q4 2021 was Merriman Wealth Management, an estimated $122M added.
- The largest iShares S&P 100 ETF seller in Q4 2021 was AE Wealth Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q4 2021.