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iShares S&P 100 ETF
OEF

Overview Fund Activity

425 hedge funds and large institutions have $4.49B invested in iShares S&P 100 ETF in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+32
Holders Change %
+8.14%
% of All Funds
7.54%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
63
Increased
113
Reduced
131
Closed
25
Calls
$8.96B
Puts
$18B
Net Calls
-$9.03B
Net Calls Change
+$1.1B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$34M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.9M
3
FEG
Financial Enhancement Group
Indiana
+$7.45M
4
PFO
Pathstone Family Office
New Jersey
+$5.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.6M

Top Sellers

1
B
Barings
North Carolina
-$224M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$113M
3
BB
Bell Bank
North Dakota
-$33.1M
4
SCM
SCS Capital Management
Massachusetts
-$19.1M
5
Goldman Sachs
Goldman Sachs
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$361K -2,105 -21%
Stifel Financial
152
Stifel Financial
Missouri
$1.36M +$298K +1,737 +28%
RIA
153
Regal Investment Advisors
Michigan
$1.32M +$1.32M +7,678 New
WB
154
Webster Bank
Connecticut
$1.3M – – –
SBSB
155
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.29M – – –
TPWA
156
TRUE Private Wealth Advisors
Oregon
$1.29M -$224K -1,307 -15%
ATC
157
Adirondack Trust Company
New York
$1.26M -$8.54K -50 -0.7%
LWA
158
LWS Wealth Advisors
New Jersey
$1.25M +$16.8K +98 +1%
LPIC
159
LeJeune Puetz Investment Counsel
Michigan
$1.24M -$350K -2,039 -22%
WPW
160
Waldron Private Wealth
Pennsylvania
$1.24M +$768K +4,477 +165%
KA
161
Klingman & Associates
New York
$1.18M – – –
OLA
162
Oliver Luxxe Assets
New Jersey
$1.17M -$16.3K -94 -1%
DAS
163
Dynamic Advisor Solutions
Arizona
$1.17M +$476K +2,776 +69%
ECM
164
Evergreen Capital Management
Washington
$1.15M -$556K -3,241 -33%
PMFA
165
Plante Moran Financial Advisors
Michigan
$1.12M -$45.6K -266 -4%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$1.12M +$305K +1,776 +38%
MCCP
167
Mission Creek Capital Partners
California
$1.11M +$858 +5 +0.1%
RPG
168
Resource Planning Group
Georgia
$1.11M – – –
NFG
169
Next Financial Group
Texas
$1.1M +$16.6K +97 +2%
EWM
170
Evercore Wealth Management
New York
$1.08M -$4.29K -25 -0.4%
MA
171
Mutual Advisors
Nebraska
$1.05M -$115K -669 -10%
AIM
172
Allen Investment Management
New York
$1.04M – – –
GB
173
Gunma Bank
Japan
$1.03M +$1.03M +6,000 New
CPFP
174
Clear Perspectives Financial Planning
Ohio
$1.01M +$1.01M +5,862 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$997K +$3.95K +23 +0.4%
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