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iShares S&P 100 ETF

191 hedge funds and large institutions have $1.78B invested in iShares S&P 100 ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 194191 (-3)

2.84% less ownership

Funds ownership: 47.31%44.47% (-2.8%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

10% less capital invested

Capital invested by funds: $1.99B → $1.78B (-$207M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

56% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $5.41B

Holders
191
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
5.52%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.58%
New
16
Increased
61
Reduced
68
Closed
19
Calls
$2.36B
Puts
$5.41B
Net Calls
-$3.05B
Net Calls Change
-$1.99B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$247M -$14.1M -173,696 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$184M +$127M +1,567,074 +239%
Morgan Stanley
3
Morgan Stanley
New York
$138M +$4.48M +55,102 +3%
MFW
4
Meristem Family Wealth
Minnesota
$89M +$801K +9,853 +0.9%
SCM
5
Sterling Capital Management
North Carolina
$71.9M +$15M +184,668 +27%
BCI
6
Brinker Capital Investments
Pennsylvania
$69.4M +$4.98M +61,186 +8%
PNAA
7
Pictet North America Advisors
Switzerland
$65.6M -$12.8M -156,803 -17%
RVP
8
Relative Value Partners
Illinois
$59.4M -$61.4K -755 -0.1%
WBG
9
Wharton Business Group
Pennsylvania
$59.2M +$84.6K +1,040 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$54.4M -$7.11M -87,363 -12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$48.5M +$465K +5,720 +1%
Wells Fargo
12
Wells Fargo
California
$43.2M -$2.13M -26,170 -5%
PPFA
13
Provida Pension Fund Administrator
Chile
$40.1M +$19.7M +242,000 +100%
U
14
UBS
Switzerland
$34.4M -$6.46M -79,457 -16%
Citigroup
15
Citigroup
New York
$34.2M -$8.18M -100,607 -20%
SHGA
16
Sand Hill Global Advisors
California
$30.6M +$1.61M +19,825 +6%
S
17
SignatureFD
Georgia
$28.2M -$20.4M -250,990 -42%
CS
18
Credit Suisse
Switzerland
$26.1M +$17.9M +220,597 +233%
RCM
19
Rivernorth Capital Management
Florida
$20.7M +$533K +6,558 +3%
PWM
20
Patriot Wealth Management
Texas
$20.6M +$429K +5,273 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$19M +$261K +3,205 +1%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$18.9M +$1.21M +14,933 +7%
OC
23
Oakworth Capital
Alabama
$17.7M +$730K +8,969 +4%
BII
24
Baring International Investment
United Kingdom
$14.5M +$14.3M +176,035 New
Northern Trust
25
Northern Trust
Illinois
$14.1M -$1.4M -17,175 -9%

OEF Hedge Fund Activity: Q1 2014 in Review

191 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q1 2014, worth a combined $1.78B — down 10% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OEF and 16 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 61 added.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Stadion Money Management, cutting an estimated $315M.

  • 191 institutional investors held iShares S&P 100 ETF (OEF) as of Q1 2014, down from 194 in Q4 2013.
  • Funds reported $1.78B of iShares S&P 100 ETF stock for Q1 2014, down 10% quarter-over-quarter.
  • 16 funds opened new iShares S&P 100 ETF positions in Q1 2014 and 19 closed out, a net change of -3 holders.
  • The largest iShares S&P 100 ETF buyer in Q1 2014 was Fidelity Investments, an estimated $127M added.
  • The largest iShares S&P 100 ETF seller in Q1 2014 was Stadion Money Management, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2014.