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iShares S&P 100 ETF

333 hedge funds and large institutions have $3.34B invested in iShares S&P 100 ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $2.91B → $3.34B (+$431M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

11.64% more ownership

Funds ownership: 57.38%69.02% (+12%)

2% more funds holding

Funds holding: 325333 (+8)

15% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 103

44% less call options, than puts

Call options by funds: $5.55B | Put options by funds: $9.97B

Holders
333
Holders Change
+8
Holders Change %
+2.46%
% of All Funds
7.3%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
25
Increased
88
Reduced
103
Closed
16
Calls
$5.55B
Puts
$9.97B
Net Calls
-$4.41B
Net Calls Change
+$613M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$776M +$43.1M +329,209 +6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$406M +$17.9M +136,890 +5%
RCAG
3
Rehmann Capital Advisory Group
Michigan
$323M +$503M +3,844,608 New
B
4
Barings
North Carolina
$161M +$8.51M +65,000 +6%
SCM
5
SCS Capital Management
Massachusetts
$140M +$3.94M +30,064 +3%
Morgan Stanley
6
Morgan Stanley
New York
$121M -$4.61M -35,220 -4%
Goldman Sachs
7
Goldman Sachs
New York
$108M +$3.05M +23,320 +3%
UBS Group
8
UBS Group
Switzerland
$101M -$8.49M -64,832 -8%
MFW
9
Meristem Family Wealth
Minnesota
$90.7M -$1.48M -11,275 -2%
EW
10
Evoke Wealth
California
$76.1M +$75.8M +579,040 New
RVPG
11
Relative Value Partners Group
$59.9M -$1.01M -7,706 -2%
BPC
12
Banque Pictet & Cie
Switzerland
$53.3M +$1.42M +10,878 +3%
PNAA
13
Pictet North America Advisors
Switzerland
$51.8M +$1.42M +10,878 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$50.1M -$417K -3,186 -0.8%
Wells Fargo
15
Wells Fargo
California
$46.8M -$1.93M -14,718 -4%
Mariner
16
Mariner
Kansas
$36.6M +$273K +2,084 +0.8%
OC
17
Oakworth Capital
Alabama
$35.9M +$234K +1,785 +0.7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$25.4M -$273K -2,084 -1%
SHGA
19
Sand Hill Global Advisors
California
$23.9M +$2.77M +21,161 +13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.6M -$3.38M -25,818 -15%
UCFA
21
United Capital Financial Advisors
Texas
$18.7M -$595K -4,547 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18M +$489K +3,735 +3%
M&T Bank
23
M&T Bank
New York
$16.8M -$657K -5,016 -4%
Two Sigma Investments
24
Two Sigma Investments
New York
$16.5M +$11.2M +85,600 +213%
S
25
SignatureFD
Georgia
$16.2M -$371K -2,835 -2%

OEF Hedge Fund Activity: Q3 2019 in Review

333 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q3 2019, worth a combined $3.34B — up 15% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OEF positions and 16 closed out — a net gain of 9 holders — while 88 added to existing stakes and 103 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $503M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $22.1M.

  • 333 institutional investors held iShares S&P 100 ETF (OEF) as of Q3 2019, up from 325 in Q2 2019.
  • Funds reported $3.34B of iShares S&P 100 ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 25 funds opened new iShares S&P 100 ETF positions in Q3 2019 and 16 closed out, a net change of +9 holders.
  • The largest iShares S&P 100 ETF buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $503M added.
  • The largest iShares S&P 100 ETF seller in Q3 2019 was JP Morgan Private Wealth Advisors, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2019.