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iShares S&P 100 ETF
OEF

Overview Fund Activity

385 hedge funds and large institutions have $9.26B invested in iShares S&P 100 ETF in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+52
Holders Change %
+15.62%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
71
Increased
96
Reduced
114
Closed
15
Calls
$6.45B
Puts
$10.7B
Net Calls
-$4.27B
Net Calls Change
+$142M

Top Buyers

1
M&T Bank
M&T Bank
New York
+$5.6B
2
EW
Evoke Wealth
California
+$208M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$135M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.1M
5
Bank of America
Bank of America
North Carolina
+$16.3M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$83.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$13.8M
3
PPA
Parametric Portfolio Associates
Washington
-$5.07M
4
Barclays
Barclays
United Kingdom
-$4.97M
5
SMFS
Squar Milner Financial Services
California
-$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
126
Jackson Wealth Management
Florida
$1.76M +$47.2K +321 +3%
FMWA
127
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$25.2K -175 -1%
VCP
128
Verus Capital Partners
Arizona
$1.66M +$1.66M +11,509 New
OLA
129
Oliver Luxxe Assets
New Jersey
$1.62M +$64.4K +447 +4%
FTI
130
Fiduciary Trust International
Massachusetts
$1.6M – – –
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.59M -$1.79M -12,414 -53%
CFS
132
CRA Financial Services
New Jersey
$1.59M – – –
Cerity Partners
133
Cerity Partners
New York
$1.59M +$140K +968 +10%
NL
134
NWAM LLC
Washington
$1.57M +$865 +6 +0.1%
PA
135
Parallel Advisors
California
$1.55M -$7.92K -55 -0.5%
CANC
136
Culbertson A N & Co
Virginia
$1.55M -$160K -1,110 -9%
ECM
137
Evergreen Capital Management
Washington
$1.48M -$12.1K -84 -0.8%
Truist Financial
138
Truist Financial
North Carolina
$1.47M +$1.47M +10,231 New
GC
139
Grimes & Company
Massachusetts
$1.44M -$223K -1,548 -13%
LPIC
140
LeJeune Puetz Investment Counsel
Michigan
$1.43M +$3.31K +23 +0.2%
DY
141
Dowling & Yahnke
California
$1.42M – – –
EH
142
Equitable Holdings
New York
$1.31M +$1.31M +9,082 New
Renaissance Technologies
143
Renaissance Technologies
New York
$1.27M +$1.27M +8,800 New
PS
144
Portfolio Strategies
New York
$1.26M -$4.18K -29 -0.3%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$1.26M +$1.26M +8,725 New
PFO
146
Pathstone Family Office
New Jersey
$1.24M – – –
WF
147
Welch & Forbes
Massachusetts
$1.2M -$9.36K -65 -0.8%
AC
148
Alexandria Capital
Virginia
$1.16M +$4.18K +29 +0.4%
TA
149
TFG Advisers
Michigan
$1.14M +$44.9K +312 +4%
LWA
150
LWS Wealth Advisors
New Jersey
$1.14M +$1.14M +7,941 New
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