OEF icon

iShares S&P 100 ETF
OEF

Overview Fund Activity

393 hedge funds and large institutions have $4.45B invested in iShares S&P 100 ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+10
Holders Change %
+2.61%
% of All Funds
7.95%
Holding in Top 10
21
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-30%
% of All Funds
0.42%
New
37
Increased
100
Reduced
144
Closed
21
Calls
$7.45B
Puts
$17.6B
Net Calls
-$10.1B
Net Calls Change
-$3.91B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
2
B
Barings
North Carolina
+$39.9M
3
LA
Legacy Advisors
Pennsylvania
+$13.9M
4
Goldman Sachs
Goldman Sachs
New York
+$13.7M
5
IA
IFP Advisors
Florida
+$6.14M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$88.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$16M
3
Northern Trust
Northern Trust
Illinois
-$15.9M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$14.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
151
Credit Suisse
Switzerland
$1.37M -$466K -2,993 -25%
AAS
152
Avantax Advisory Services
Texas
$1.31M +$1,000K +6,416 +328%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$1.29M +$336K +2,159 +35%
TIM
154
Tortoise Investment Management
New York
$1.26M -$16.7K -107 -1%
TA
155
TFG Advisers
Michigan
$1.25M +$6.69K +43 +0.5%
WB
156
Webster Bank
Connecticut
$1.18M +$93.4K +600 +9%
SBSB
157
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.17M -$19.3K -124 -2%
ATC
158
Adirondack Trust Company
New York
$1.15M – – –
VLC
159
Van Leeuwen & Company
New Jersey
$1.15M -$269K -1,727 -19%
Fisher Asset Management
160
Fisher Asset Management
Washington
$1.15M +$229K +1,472 +25%
LWA
161
LWS Wealth Advisors
New Jersey
$1.12M -$29K -186 -3%
AssetMark Inc
162
AssetMark Inc
California
$1.12M -$779 -5 -0.1%
LGWM
163
Litman Gregory Wealth Management
California
$1.11M +$142K +912 +15%
KA
164
Klingman & Associates
New York
$1.07M – – –
OLA
165
Oliver Luxxe Assets
New Jersey
$1.07M +$13.4K +86 +1%
PMFA
166
Plante Moran Financial Advisors
Michigan
$1.06M -$50K -321 -5%
TNB
167
TCF National Bank
South Dakota
$1.06M +$249K +1,600 +31%
MA
168
Mutual Advisors
Nebraska
$1.05M -$50.6K -325 -5%
MCCP
169
Mission Creek Capital Partners
California
$1.01M +$934 +6 +0.1%
RPG
170
Resource Planning Group
Georgia
$1M +$1M +6,441 New
FC
171
Forte Capital
New York
$994K +$3.58K +23 +0.4%
EWM
172
Evercore Wealth Management
New York
$983K -$17.9K -115 -2%
NFG
173
Next Financial Group
Texas
$981K -$109K -703 -10%
Stifel Financial
174
Stifel Financial
Missouri
$960K +$218K +1,401 +29%
VCM
175
Vivaldi Capital Management
Illinois
$952K -$198K -1,203 -17%
5 6
7
8 9