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iShares S&P 100 ETF

253 hedge funds and large institutions have $2.36B invested in iShares S&P 100 ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

19% more call options, than puts

Call options by funds: $4.44B | Put options by funds: $3.72B

4% more funds holding

Funds holding: 243253 (+10)

4% more capital invested

Capital invested by funds: $2.27B → $2.36B (+$93M)

0.84% more ownership

Funds ownership: 52.1%52.94% (+0.84%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

25% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 93

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
6.33%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.45%
New
33
Increased
70
Reduced
93
Closed
20
Calls
$4.44B
Puts
$3.72B
Net Calls
+$718M
Net Calls Change
+$4.55B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$424M +$47.7M +491,410 +13%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$219M +$110M +1,135,111 +106%
SCM
3
SCS Capital Management
Massachusetts
$162M -$37M -381,584 -19%
Morgan Stanley
4
Morgan Stanley
New York
$131M -$34.7M -357,727 -21%
UBS Group
5
UBS Group
Switzerland
$115M -$4.34M -44,722 -4%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$105M -$1.93M -19,867 -2%
MFW
7
Meristem Family Wealth
Minnesota
$91.4M -$1.76M -18,159 -2%
BPC
8
Banque Pictet & Cie
Switzerland
$67.6M +$2.23M +22,970 +3%
BAM
9
Baring Asset Management
United Kingdom
$67M +$9.21M +94,912 +16%
Wells Fargo
10
Wells Fargo
California
$65.4M -$5.99M -61,776 -9%
PNAA
11
Pictet North America Advisors
Switzerland
$64M +$2.63M +27,140 +4%
RVPG
12
Relative Value Partners Group
$55.8M -$2.91M -29,945 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$49.4M -$780K -8,035 -2%
BCI
14
Brinker Capital Investments
Pennsylvania
$48.8M -$2.16M -22,269 -4%
Goldman Sachs
15
Goldman Sachs
New York
$43.8M -$2.74M -28,218 -6%
WBG
16
Wharton Business Group
Pennsylvania
$30.4M -$20.9M -215,740 -41%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$29.3M +$174K +1,795 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$27.8M -$2.33M -24,045 -8%
OC
19
Oakworth Capital
Alabama
$24.3M +$186K +1,919 +0.8%
PWM
20
Patriot Wealth Management
Texas
$22.8M -$129K -1,334 -0.6%
CMO
21
Covenant Multifamily Offices
Texas
$21.8M +$103K +1,059 +0.5%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$21.6M -$393K -4,054 -2%
SHGA
23
Sand Hill Global Advisors
California
$21.2M +$1.31M +13,474 +7%
UCFA
24
United Capital Financial Advisors
Texas
$18.1M -$699K -7,200 -4%
M&T Bank
25
M&T Bank
New York
$16.4M -$14.3K -147 -0.1%

OEF Hedge Fund Activity: Q4 2016 in Review

253 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2016, worth a combined $2.36B — up 4.1% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OEF positions and 20 closed out — a net gain of 13 holders — while 70 added to existing stakes and 93 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $110M. The largest seller was SCS Capital Management, cutting an estimated $37M.

  • 253 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2016, up from 243 in Q3 2016.
  • Funds reported $2.36B of iShares S&P 100 ETF stock for Q4 2016, up 4.1% quarter-over-quarter.
  • 33 funds opened new iShares S&P 100 ETF positions in Q4 2016 and 20 closed out, a net change of +13 holders.
  • The largest iShares S&P 100 ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $110M added.
  • The largest iShares S&P 100 ETF seller in Q4 2016 was SCS Capital Management, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2016.