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iShares S&P 100 ETF

386 hedge funds and large institutions have $9.26B invested in iShares S&P 100 ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 15

178% more capital invested

Capital invested by funds: $3.34B → $9.26B (+$5.93B)

126.15% more ownership

Funds ownership: 69.02%195.17% (+126%)

16% more funds holding

Funds holding: 333386 (+53)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

16% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 114

40% less call options, than puts

Call options by funds: $6.45B | Put options by funds: $10.7B

Holders
386
Holders Change
+53
Holders Change %
+15.92%
% of All Funds
7.61%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
72
Increased
96
Reduced
114
Closed
15
Calls
$6.45B
Puts
$10.7B
Net Calls
-$4.27B
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
1
M&T Bank
New York
$5.62B +$6.81B +49,637,770 +38,872%
Bank of America
2
Bank of America
North Carolina
$867M +$15.5M +113,124 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$473M +$23.9M +174,309 +6%
EW
4
Evoke Wealth
California
$265M +$294M +2,142,162 +370%
B
5
Barings
North Carolina
$185M +$8.37M +61,000 +5%
FTIOP
6
Fiduciary Trust International of Pennsylvania
Pennsylvania
$138M +$121M +880,280 +5,589%
Morgan Stanley
7
Morgan Stanley
New York
$130M -$2.3M -16,755 -2%
Goldman Sachs
8
Goldman Sachs
New York
$122M +$2.68M +19,500 +2%
UBS Group
9
UBS Group
Switzerland
$109M -$879K -6,403 -0.8%
MFW
10
Meristem Family Wealth
Minnesota
$97M -$2.25M -16,406 -2%
SCM
11
SCS Capital Management
Massachusetts
$70.1M -$79.2M -576,950 -54%
RVPG
12
Relative Value Partners Group
$64.3M -$1.34M -9,795 -2%
BPC
13
Banque Pictet & Cie
Switzerland
$58.7M +$297K +2,166 +0.5%
PNAA
14
Pictet North America Advisors
Switzerland
$54.2M -$2.37M -17,284 -4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$53M -$1.86M -13,573 -4%
Wells Fargo
16
Wells Fargo
California
$50.6M -$654K -4,761 -1%
OC
17
Oakworth Capital
Alabama
$40.3M +$542K +3,951 +1%
Mariner
18
Mariner
Kansas
$39.6M -$485K -3,535 -1%
IC
19
IEQ Capital
California
$35.8M +$34.1M +248,556 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$27.5M -$333K -2,426 -1%
SHGA
21
Sand Hill Global Advisors
California
$26.2M -$43.8K -319 -0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22.7M +$2.8M +20,387 +15%
UCFA
23
United Capital Financial Advisors
Texas
$19.6M -$845K -6,152 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.5M -$1.9M -13,811 -9%
S
25
SignatureFD
Georgia
$17.5M -$301K -2,195 -2%

OEF Hedge Fund Activity: Q4 2019 in Review

386 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q4 2019, worth a combined $9.26B — up 178% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new OEF positions and 15 closed out — a net gain of 57 holders — while 96 added to existing stakes and 114 trimmed.

The largest buyer was M&T Bank, adding an estimated $6.81B. The largest seller was SCS Capital Management, cutting an estimated $79.2M.

  • 386 institutional investors held iShares S&P 100 ETF (OEF) as of Q4 2019, up from 333 in Q3 2019.
  • Funds reported $9.26B of iShares S&P 100 ETF stock for Q4 2019, up 178% quarter-over-quarter.
  • 72 funds opened new iShares S&P 100 ETF positions in Q4 2019 and 15 closed out, a net change of +57 holders.
  • The largest iShares S&P 100 ETF buyer in Q4 2019 was M&T Bank, an estimated $6.81B added.
  • The largest iShares S&P 100 ETF seller in Q4 2019 was SCS Capital Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2019.