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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.74M +$243K +1,232 +16%
LGWM
152
Litman Gregory Wealth Management
California
$1.74M +$1.39M +7,064 +410%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$1.73M +$74.4K +377 +5%
LWA
154
LWS Wealth Advisors
New Jersey
$1.7M +$1.97K +10 +0.1%
HWM
155
Hemington Wealth Management
Virginia
$1.69M – – –
TA
156
TFG Advisers
Michigan
$1.65M +$17.4K +88 +1%
ATC
157
Adirondack Trust Company
New York
$1.56M – – –
BAM
158
Beaumont Asset Management
Texas
$1.55M -$789 -4 -0.1%
AIP
159
Almanack Investment Partners
Pennsylvania
$1.54M +$1.54M +7,804 New
FMWA
160
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$10.5K -53 -0.7%
KIA
161
KCM Investment Advisors
California
$1.5M – – –
SHGA
162
Sand Hill Global Advisors
California
$1.46M -$48.6K -246 -3%
TIM
163
Tortoise Investment Management
New York
$1.46M -$31.4K -159 -2%
BPC
164
Banque Pictet & Cie
Switzerland
$1.46M – – –
BCI
165
Brinker Capital Investments
Pennsylvania
$1.42M -$42.3K -214 -3%
NA
166
NewEdge Advisors
Louisiana
$1.39M +$53.9K +273 +4%
KA
167
Klingman & Associates
New York
$1.35M -$11.9K -60 -0.9%
ECM
168
Evergreen Capital Management
Washington
$1.32M – – –
FA
169
FDx Advisors
Illinois
$1.29M +$1.29M +6,541 New
RPG
170
Resource Planning Group
Georgia
$1.27M – – –
MCCP
171
Mission Creek Capital Partners
California
$1.26M +$593 +3 +0%
OLA
172
Oliver Luxxe Assets
New Jersey
$1.23M -$40.3K -204 -3%
EWM
173
Evercore Wealth Management
New York
$1.22M – – –
NFG
174
Next Financial Group
Texas
$1.2M -$115K -585 -9%
AIM
175
Allen Investment Management
New York
$1.19M – – –
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