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iShares S&P 100 ETF

383 hedge funds and large institutions have $4.03B invested in iShares S&P 100 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+25
Holders Change %
+6.98%
% of All Funds
7.87%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.62%
New
52
Increased
103
Reduced
125
Closed
25
Calls
$7.31B
Puts
$13.5B
Net Calls
-$6.21B
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
176
Evercore Wealth Management
New York
$915K +$10.7K +75 +1%
AIM
177
Allen Investment Management
New York
$905K
FC
178
Forte Capital
New York
$905K +$905K +6,357 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$891K +$156K +1,090 +21%
LGWM
180
Litman Gregory Wealth Management
California
$882K +$420K +2,946 +91%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$868K
GC
182
Grimes & Company
Massachusetts
$843K -$496K -3,481 -37%
Fisher Asset Management
183
Fisher Asset Management
Washington
$839K +$454K +3,189 +118%
CWM
184
Cedar Wealth Management
California
$823K -$20.6K -145 -2%
SHA
185
Seneca House Advisors
Virginia
$821K +$6.41K +45 +0.8%
FLPIM
186
F.L. Putnam Investment Management
Massachusetts
$817K -$1.99K -14 -0.2%
SIM
187
Sentry Investment Management
Wisconsin
$811K -$165K -1,160 -17%
ACA
188
Aptus Capital Advisors
Alabama
$810K +$10.3K +72 +1%
PS
189
Portfolio Solutions
Michigan
$780K +$780K +5,475 New
FAAS
190
First Allied Advisory Services
California
$757K +$52K +365 +7%
BBA
191
BLB&B Advisors
Pennsylvania
$729K -$26.1K -183 -3%
BJL
192
Brighton Jones LLC
Washington
$729K +$2K +14 +0.3%
GA
193
GFS Advisors
Texas
$714K -$64.1K -450 -8%
CFMC
194
Curbstone Financial Management Corp
New Hampshire
$712K
SH
195
Svenska Handelsbanken
Sweden
$712K
Luther King Capital Management (LKCM)
196
Luther King Capital Management (LKCM)
Texas
$705K -$753K
WA
197
Waverly Advisors
Alabama
$699K +$22.3K +143 +3%
B
198
Bellecapital
Switzerland
$690K
HC
199
Hourglass Capital
Texas
$689K
TCBWMS
200
Texas Capital Bank Wealth Management Services
Texas
$687K