OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

455 hedge funds and large institutions have $4.84B invested in iShares S&P 100 ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+23
Holders Change %
+5.32%
% of All Funds
7.99%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
48
Increased
109
Reduced
123
Closed
21
Calls
$9.97B
Puts
$20.3B
Net Calls
-$10.3B
Net Calls Change
+$4.59B

Top Buyers

1
AWM
AE Wealth Management
Kansas
$59.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$787M
3
CC
Cypress Capital
Tennessee
$28.1M
4
CAG
Curtis Advisory Group
California
$27.7M
5
MFW
Meristem Family Wealth
Minnesota
$132M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$270M
3
WBG
Wharton Business Group
Pennsylvania
$0
4
LNC
Lincoln National Corp
Pennsylvania
$367K
5
JWCA
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$4.2M +$413K +2,093 +11%
BTWM
102
Baker Tilly Wealth Management
Wisconsin
$4.16M -$21.7K -110 -0.5%
CANC
103
Culbertson A N & Co
Virginia
$3.86M +$456K +2,310 +13%
NEAM
104
New England Asset Management
Connecticut
$3.85M – – –
HWA
105
Heritage Wealth Advisors
Virginia
$3.77M -$31.8K -161 -0.8%
DWM
106
Darwin Wealth Management
Florida
$3.71M -$355K -1,799 -9%
MWPCG
107
Measured Wealth Private Client Group
New Hampshire
$3.65M -$243K -1,230 -6%
CB
108
Commerce Bank
Missouri
$3.57M -$49.4K -250 -1%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$3.56M +$104K +527 +3%
WTC
110
WhitTier Trust Company
Nevada
$3.52M – – –
RFC
111
Regions Financial Corp
Alabama
$3.52M -$77.4K -392 -2%
DWT
112
Dorsey & Whitney Trust
South Dakota
$3.45M -$9.87K -50 -0.3%
KCM
113
Karp Capital Management
California
$3.44M -$416K -2,106 -11%
SWA
114
Stratos Wealth Advisors
Ohio
$3.4M +$3.4M +17,230 New
PWS
115
Peloton Wealth Strategists
Indiana
$3.32M -$27.8K -141 -0.8%
JWA
116
JFS Wealth Advisors
Pennsylvania
$3.16M +$3.13M +15,834 +10,556%
SC
117
Scotia Capital
Ontario, Canada
$3.02M -$9.87K -50 -0.3%
ASN
118
Advisory Services Network
Georgia
$2.89M -$38.1K -193 -1%
HPC
119
HM Payson & Co
Maine
$2.85M -$49.4K -250 -2%
KAS
120
Kestra Advisory Services
Texas
$2.85M +$1.84M +9,317 +183%
SCA
121
St. Clair Advisors
Ohio
$2.82M – – –
9WM
122
9258 Wealth Management
Ohio
$2.8M – – –
BP
123
BBR Partners
New York
$2.65M – – –
IRC
124
Investors Research Corp
Georgia
$2.6M +$603K +3,052 +30%
SAM
125
Sequent Asset Management
Texas
$2.57M +$2.3M +11,659 +845%
3 4
5
6 7