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iShares S&P 100 ETF
OEF

Overview Fund Activity

358 hedge funds and large institutions have $2.97B invested in iShares S&P 100 ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 125 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-27
Holders Change %
-7.01%
% of All Funds
7.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.53%
New
37
Increased
96
Reduced
125
Closed
59
Calls
$6.38B
Puts
$12.8B
Net Calls
-$6.4B
Net Calls Change
-$2.13B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$102M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.7M
3
Morgan Stanley
Morgan Stanley
New York
+$28.8M
4
Twin Tree Management
Twin Tree Management
Texas
+$27.4M
5
IC
IEQ Capital
California
+$25.5M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$5.89B
2
EW
Evoke Wealth
California
-$259M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$104M
4
SCM
SCS Capital Management
Massachusetts
-$39.5M
5
BPC
Banque Pictet & Cie
Switzerland
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
201
VERITY Wealth Advisors
United States
$450K – – –
MA
202
Montag & Associates
Georgia
$438K – – –
SIAS
203
Shine Investment Advisory Services
Colorado
$437K -$120K -1,008 -21%
PCM
204
Parsons Capital Management
Rhode Island
$432K +$4.74K +40 +1%
CWM
205
Concentric Wealth Management
California
$427K – – –
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$426K +$2.14K +18 +0.5%
PO
207
Private Ocean
California
$418K +$5.09K +43 +1%
PA
208
Pinnacle Associates
New York
$417K -$404K -3,405 -49%
DK
209
Darrell & King
Virginia
$417K +$417K +3,515 New
IC
210
Iconiq Capital
California
$412K +$1.07K +9 +0.3%
PL
211
Plancorp LLC
Missouri
$400K – – –
SFM
212
Signet Financial Management
New Jersey
$397K – – –
TNB
213
TCF National Bank
South Dakota
$389K -$225K -1,900 -37%
RSWM
214
Robertson Stephens Wealth Management
California
$386K – – –
LGWM
215
Litman Gregory Wealth Management
California
$385K +$186K +1,566 +93%
Marshall Wace
216
Marshall Wace
United Kingdom
$377K +$377K +3,182 New
NGA
217
Naples Global Advisors
Florida
$371K -$20.7K -175 -5%
CAM
218
Concorde Asset Management
Michigan
$371K -$12.3K -104 -3%
BOM
219
Bank of Marin
California
$370K – – –
BRWM
220
B. Riley Wealth Management
Tennessee
$370K +$370K +3,118 New
CWM
221
Chronos Wealth Management
Florida
$368K -$65.9K -556 -15%
ECAM
222
East Coast Asset Management
Massachusetts
$363K -$13.6K -115 -4%
PWM
223
Paulson Wealth Management
Illinois
$363K – – –
EP
224
Edgestream Partners
New Jersey
$360K +$360K +3,037 New
LW
225
Linscomb Wealth
Texas
$359K – – –
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