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iShares S&P 100 ETF
OEF

Overview Fund Activity

508 hedge funds and large institutions have $5.68B invested in iShares S&P 100 ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 131 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+53
Holders Change %
+11.65%
% of All Funds
7.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
88
Increased
131
Reduced
132
Closed
29
Calls
$11.5B
Puts
$22.9B
Net Calls
-$11.4B
Net Calls Change
-$1.12B

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$127M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$70.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$48.1M
4
FIG
FundX Investment Group
California
+$36.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$19.6M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$60.5M
2
Bank of America
Bank of America
North Carolina
-$15.2M
3
HF
HRT Financial
New York
-$9.02M
4
PCP
Proficio Capital Partners
Massachusetts
-$7.93M
5
UBS Group
UBS Group
Switzerland
-$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
176
Brown Advisory
Maryland
$1.58M +$267K +1,220 +20%
SHGA
177
Sand Hill Global Advisors
California
$1.56M -$63.7K -291 -4%
BCI
178
Brinker Capital Investments
Pennsylvania
$1.55M -$25.2K -115 -2%
ATC
179
Adirondack Trust Company
New York
$1.55M -$65.7K -300 -4%
KA
180
Klingman & Associates
New York
$1.5M – – –
MWA
181
Monograph Wealth Advisors
California
$1.47M +$1.47M +6,702 New
HWM
182
Hemington Wealth Management
Virginia
$1.47M – – –
ECM
183
Evergreen Capital Management
Washington
$1.46M -$2.41K -11 -0.2%
AF
184
Advisornet Financial
Minnesota
$1.39M -$1.19M -5,445 -46%
TLFA
185
True Link Financial Advisors
California
$1.37M +$210K +959 +18%
EWM
186
Evercore Wealth Management
New York
$1.35M – – –
HF
187
HRT Financial
New York
$1.34M -$9.02M -41,172 -87%
OLA
188
Oliver Luxxe Assets
New Jersey
$1.34M -$21.7K -99 -2%
AIM
189
Allen Investment Management
New York
$1.32M – – –
LPIC
190
LeJeune Puetz Investment Counsel
Michigan
$1.32M +$3.51K +16 +0.3%
ACK
191
Andrew C. Karlinski
$1.32M +$1.32M +6,025 New
MCCP
192
Mission Creek Capital Partners
California
$1.31M -$82.2K -375 -6%
CAC
193
Cowen and Company
New York
$1.29M +$1.29M +5,880 New
MA
194
Mutual Advisors
Nebraska
$1.28M -$1.97K -9 -0.2%
NFG
195
Next Financial Group
Texas
$1.28M -$50.8K -232 -4%
CPFP
196
Clear Perspectives Financial Planning
Ohio
$1.28M -$8.11K -37 -0.6%
CWM
197
Cedar Wealth Management
California
$1.27M – – –
BPA
198
Beacon Pointe Advisors
California
$1.2M +$29.1K +133 +2%
SW
199
SVB Wealth
Massachusetts
$1.19M -$3.9M -17,796 -77%
WB
200
Webster Bank
Connecticut
$1.13M – – –
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