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iShares S&P 100 ETF

194 hedge funds and large institutions have $1.99B invested in iShares S&P 100 ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

30% more capital invested

Capital invested by funds: $1.53B → $1.99B (+$463M)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

8.06% more ownership

Funds ownership: 39.25%47.31% (+8.1%)

8% more funds holding

Funds holding: 180194 (+14)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

36% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.92B

Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
5.63%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.64%
New
31
Increased
58
Reduced
74
Closed
14
Calls
$1.87B
Puts
$2.92B
Net Calls
-$1.05B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$326M +$195M +2,466,313 +165%
Bank of America
2
Bank of America
North Carolina
$260M +$11.9M +150,240 +5%
Morgan Stanley
3
Morgan Stanley
New York
$133M -$3.05M -38,566 -2%
MFW
4
Meristem Family Wealth
Minnesota
$87.7M -$1.7M -21,545 -2%
PNAA
5
Pictet North America Advisors
Switzerland
$78.2M +$75.1M +949,404 New
BCI
6
Brinker Capital Investments
Pennsylvania
$63.9M +$12.4M +156,637 +25%
Goldman Sachs
7
Goldman Sachs
New York
$61.3M +$21.8M +275,931 +59%
RVP
8
Relative Value Partners
Illinois
$59.2M +$355K +4,491 +0.6%
WBG
9
Wharton Business Group
Pennsylvania
$58.8M -$1.73M -21,875 -3%
SCM
10
Sterling Capital Management
North Carolina
$56.3M +$259K +3,280 +0.5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$54M +$19.5M +247,177 +61%
S
12
SignatureFD
Georgia
$48.7M -$11M -139,150 -19%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$47.8M -$785K -9,928 -2%
Wells Fargo
14
Wells Fargo
California
$45.1M -$4M -50,607 -8%
Citigroup
15
Citigroup
New York
$42.3M +$19.1M +241,797 +89%
U
16
UBS
Switzerland
$40.8M -$5.09M -64,448 -12%
SHGA
17
Sand Hill Global Advisors
California
$28.8M -$12.2M -154,936 -31%
RCM
18
Rivernorth Capital Management
Florida
$20M -$10.4M -131,500 -35%
PWM
19
Patriot Wealth Management
Texas
$20M +$142K +1,794 +0.7%
AFS
20
Aft Forsyth & Sober
Florida
$20M
PPFA
21
Provida Pension Fund Administrator
Chile
$19.9M +$19.1M +242,000 New
MIH
22
Madison Investment Holdings
Wisconsin
$19.8M -$5.89M -74,445 -24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$18.6M +$743K +9,393 +4%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$17.6M +$15.2M +191,810 +886%
OC
25
Oakworth Capital
Alabama
$16.9M +$16.2M +205,359 New

OEF Hedge Fund Activity: Q4 2013 in Review

194 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2013, worth a combined $1.99B — up 30% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OEF positions and 14 closed out — a net gain of 17 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $195M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $48.4M.

  • 194 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2013, up from 180 in Q3 2013.
  • Funds reported $1.99B of iShares S&P 100 ETF stock for Q4 2013, up 30% quarter-over-quarter.
  • 31 funds opened new iShares S&P 100 ETF positions in Q4 2013 and 14 closed out, a net change of +17 holders.
  • The largest iShares S&P 100 ETF buyer in Q4 2013 was Stadion Money Management, an estimated $195M added.
  • The largest iShares S&P 100 ETF seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2013.