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iShares S&P 100 ETF

424 hedge funds and large institutions have $4.1B invested in iShares S&P 100 ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 92 increasing their positions, 158 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
7.47%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
25
Increased
92
Reduced
158
Closed
23
Calls
$9.19B
Puts
$20B
Net Calls
-$10.8B
Net Calls Change
-$1.81B
Name Holding Trade Value Shares
Change
Shares
Change %
VA
151
Valmark Advisers
Ohio
$1.26M -$1.43M -7,959 -53%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.25M +$84K +467 +7%
NA
153
NewEdge Advisors
Louisiana
$1.24M -$2.13M -11,858 -63%
KA
154
Klingman & Associates
New York
$1.24M
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$1.23M +$182K +1,013 +17%
IRC
156
Investors Research Corp
Georgia
$1.22M +$559K +3,111 +85%
WB
157
Webster Bank
Connecticut
$1.21M -$153K -849 -11%
NFG
158
Next Financial Group
Texas
$1.21M +$56.3K +313 +5%
ECM
159
Evergreen Capital Management
Washington
$1.2M
OLA
160
Oliver Luxxe Assets
New Jersey
$1.18M -$36K -200 -3%
DAS
161
Dynamic Advisor Solutions
Arizona
$1.17M -$47.8K -266 -4%
MCCP
162
Mission Creek Capital Partners
California
$1.17M +$719 +4 +0.1%
RPG
163
Resource Planning Group
Georgia
$1.16M
RA
164
Rational Advisors
New York
$1.15M +$1.15M +6,388 New
EWM
165
Evercore Wealth Management
New York
$1.11M -$18K -100 -2%
AIM
166
Allen Investment Management
New York
$1.08M
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$1.08M -$223K -1,240 -17%
TSS
168
Two Sigma Securities
New York
$1.07M -$1.23M -6,851 -54%
CPFP
169
Clear Perspectives Financial Planning
Ohio
$1.05M
Brown Advisory
170
Brown Advisory
Maryland
$1.05M -$1.16M -6,435 -52%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$1.05M +$1.05M +5,818 New
VCM
172
Vivaldi Capital Management
Illinois
$1.04M -$34.6K -183 -3%
CWM
173
Cedar Wealth Management
California
$1.04M
MA
174
Mutual Advisors
Nebraska
$1.04M -$57.3K -319 -5%
PS
175
Portfolio Solutions
Michigan
$985K