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iShares S&P 100 ETF

434 hedge funds and large institutions have $4.51B invested in iShares S&P 100 ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 141 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $4.1B → $4.51B (+$414M)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 425434 (+9)

0.73% more ownership

Funds ownership: 59.28%60% (+0.73%)

28% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 141

62% less call options, than puts

Call options by funds: $9.29B | Put options by funds: $24.2B

Holders
434
Holders Change
+9
Holders Change %
+2.12%
% of All Funds
7.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
32
Increased
101
Reduced
141
Closed
18
Calls
$9.29B
Puts
$24.2B
Net Calls
-$14.9B
Net Calls Change
-$4.08B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Atticus Wealth Management
Florida
$7.86M -$39.3K -207 -0.5%
MWM
52
Merriman Wealth Management
Washington
$7.61M -$54.9K -289 -0.7%
CAM
53
Carret Asset Management
New York
$7.2M +$80K +421 +1%
DWM
54
Dakota Wealth Management
Florida
$7.16M +$639K +3,362 +10%
CA
55
Cetera Advisors
Colorado
$7.1M -$75.2K -396 -1%
WBG
56
Wharton Business Group
Pennsylvania
$6.94M -$58.9K -310 -0.9%
PFO
57
Pathstone Family Office
New Jersey
$6.88M +$21.9K +115 +0.3%
Franklin Resources
58
Franklin Resources
California
$6.39M -$8.55K -45 -0.1%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.34M -$85.7K -451 -1%
Two Sigma Investments
60
Two Sigma Investments
New York
$6.16M -$12M -63,392 -67%
LNC
61
Lincoln National Corp
Pennsylvania
$6.16M -$174K -917 -3%
GG
62
GenWealth Group
New Jersey
$6.12M -$412K -2,169 -7%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$6.04M -$25.5K -134 -0.4%
CS
64
Credit Suisse
Switzerland
$5.88M +$5.7M +30,000 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$5.7M +$308K +1,620 +6%
CIC
66
Carnegie Investment Counsel
Ohio
$5.64M -$251K -1,323 -4%
ONB
67
Old National Bancorp
Indiana
$5.54M -$204K -1,072 -4%
NAM
68
NTV Asset Management
West Virginia
$5.39M -$253K -1,334 -5%
HB
69
Homrich & Berg
Georgia
$5.24M
CCM
70
Canal Capital Management
Virginia
$5.24M +$46.4K +244 +0.9%
HighTower Advisors
71
HighTower Advisors
Illinois
$5.09M +$122K +641 +3%
DADC
72
D.A. Davidson & Co
Montana
$5.03M +$43.7K +230 +0.9%
QIM
73
Quest Investment Management
Oregon
$4.99M -$214K -1,125 -4%
CAL
74
Capital Advisors Ltd
Ohio
$4.81M
VC
75
Vicus Capital
Pennsylvania
$4.8M +$413K +2,174 +10%

OEF Hedge Fund Activity: Q2 2021 in Review

434 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2021, worth a combined $4.51B — up 10% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OEF positions and 18 closed out — a net gain of 14 holders — while 101 added to existing stakes and 141 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $48.4M. The largest seller was Bank of America, cutting an estimated $28.5M.

  • 434 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2021, up from 425 in Q1 2021.
  • Funds reported $4.51B of iShares S&P 100 ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 32 funds opened new iShares S&P 100 ETF positions in Q2 2021 and 18 closed out, a net change of +14 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2021 was Fifth Third Bancorp, an estimated $48.4M added.
  • The largest iShares S&P 100 ETF seller in Q2 2021 was Bank of America, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2021.