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iShares S&P 100 ETF

359 hedge funds and large institutions have $2.97B invested in iShares S&P 100 ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 125 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

7% less funds holding

Funds holding: 386359 (-27)

23% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 125

37% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 59

50% less call options, than puts

Call options by funds: $6.38B | Put options by funds: $12.8B

68% less capital invested

Capital invested by funds: $9.26B → $2.97B (-$6.29B)

133.33% less ownership

Funds ownership: 195.17%61.84% (-133%)

Holders
359
Holders Change
-27
Holders Change %
-6.99%
% of All Funds
7.91%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.53%
New
37
Increased
96
Reduced
125
Closed
59
Calls
$6.38B
Puts
$12.8B
Net Calls
-$6.4B
Net Calls Change
-$2.13B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$816M +$118M +859,625 +14%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$401M +$23.9M +173,782 +5%
B
3
Barings
North Carolina
$140M -$13.8M -100,000 -8%
Morgan Stanley
4
Morgan Stanley
New York
$136M +$33.5M +242,896 +27%
UBS Group
5
UBS Group
Switzerland
$91.8M +$2.05M +14,894 +2%
Goldman Sachs
6
Goldman Sachs
New York
$80.5M -$22.9M -166,240 -20%
MFW
7
Meristem Family Wealth
Minnesota
$76.2M -$4.24M -30,744 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$75.9M +$78.6M +570,346 +816%
EW
9
Evoke Wealth
California
$63.6M -$301M -2,185,077 -80%
IC
10
IEQ Capital
California
$55M +$29.7M +215,376 +87%
RVPG
11
Relative Value Partners Group
$53.8M +$1.04M +7,515 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$48.7M +$5.87M +42,574 +12%
Wells Fargo
13
Wells Fargo
California
$42M +$345K +2,501 +0.7%
OC
14
Oakworth Capital
Alabama
$32.7M -$170K -1,235 -0.4%
Mariner
15
Mariner
Kansas
$31.5M -$1.23M -8,907 -3%
Twin Tree Management
16
Twin Tree Management
Texas
$27.4M +$31.8M +231,025 New
LPL Financial
17
LPL Financial
California
$25M +$15.5M +112,783 +115%
BB
18
Bell Bank
North Dakota
$24.9M +$29M +210,313 New
SHGA
19
Sand Hill Global Advisors
California
$24.5M +$3.42M +24,849 +14%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$24.4M +$27.2M +197,403 +2,492%
BPC
21
Banque Pictet & Cie
Switzerland
$24.3M -$27.9M -202,189 -50%
PNAA
22
Pictet North America Advisors
Switzerland
$22.6M -$25.7M -186,346 -50%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$22M -$717K -5,206 -3%
CMO
24
Covenant Multifamily Offices
Texas
$21.7M +$18.9M +137,118 +281%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$19.6M +$6.69M +48,556 +42%

OEF Hedge Fund Activity: Q1 2020 in Review

359 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q1 2020, worth a combined $2.97B — down 68% from $9.26B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of OEF and 37 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 96 added.

The largest buyer was Bank of America, adding an estimated $118M. The largest seller was M&T Bank, cutting an estimated $6.84B.

  • 359 institutional investors held iShares S&P 100 ETF (OEF) as of Q1 2020, down from 386 in Q4 2019.
  • Funds reported $2.97B of iShares S&P 100 ETF stock for Q1 2020, down 68% quarter-over-quarter.
  • 37 funds opened new iShares S&P 100 ETF positions in Q1 2020 and 59 closed out, a net change of -22 holders.
  • The largest iShares S&P 100 ETF buyer in Q1 2020 was Bank of America, an estimated $118M added.
  • The largest iShares S&P 100 ETF seller in Q1 2020 was M&T Bank, an estimated $6.84B sold.

Based on aggregated 13F filings for Q1 2020.