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iShares S&P 100 ETF

384 hedge funds and large institutions have $4.03B invested in iShares S&P 100 ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

36% more capital invested

Capital invested by funds: $2.97B → $4.03B (+$1.06B)

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

7% more funds holding

Funds holding: 359384 (+25)

2.61% more ownership

Funds ownership: 61.84%64.45% (+2.6%)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

46% less call options, than puts

Call options by funds: $7.31B | Put options by funds: $13.5B

Holders
384
Holders Change
+25
Holders Change %
+6.96%
% of All Funds
7.87%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.62%
New
52
Increased
103
Reduced
125
Closed
25
Calls
$7.31B
Puts
$13.5B
Net Calls
-$6.21B
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$958M -$20M -148,933 -2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$495M +$16.6M +123,600 +4%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$233M +$212M +1,575,885 +2,638%
Morgan Stanley
4
Morgan Stanley
New York
$170M +$6.08M +45,181 +4%
B
5
Barings
North Carolina
$140M
IC
6
IEQ Capital
California
$138M +$68.1M +506,402 +109%
Goldman Sachs
7
Goldman Sachs
New York
$120M +$21.8M +162,333 +24%
UBS Group
8
UBS Group
Switzerland
$118M +$7.27M +54,052 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$113M +$21.1M +156,513 +24%
MFW
10
Meristem Family Wealth
Minnesota
$83.4M -$7.69M -57,124 -9%
EW
11
Evoke Wealth
California
$75.5M -$803K -5,967 -1%
RVPG
12
Relative Value Partners Group
$62.3M -$2.12M -15,788 -3%
S
13
SignatureFD
Georgia
$59.9M +$40.3M +299,254 +246%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$58.6M +$161K +1,198 +0.3%
Wells Fargo
15
Wells Fargo
California
$56.1M +$5.39M +40,061 +11%
OC
16
Oakworth Capital
Alabama
$39.6M +$249K +1,850 +0.7%
Mariner
17
Mariner
Kansas
$35.4M -$2.29M -17,021 -6%
LPL Financial
18
LPL Financial
California
$33.8M +$3.57M +26,521 +13%
Ameriprise
19
Ameriprise
Minnesota
$33.8M +$18.4M +137,065 +137%
BB
20
Bell Bank
North Dakota
$30.4M +$439K +3,266 +2%
SHGA
21
Sand Hill Global Advisors
California
$30M +$501K +3,726 +2%
BPC
22
Banque Pictet & Cie
Switzerland
$28.7M -$490K -3,645 -2%
PNAA
23
Pictet North America Advisors
Switzerland
$26.8M -$235K -1,745 -0.9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$25.8M -$594K -4,417 -2%
CMO
25
Covenant Multifamily Offices
Texas
$25.6M -$783K -5,821 -3%

OEF Hedge Fund Activity: Q2 2020 in Review

384 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q2 2020, worth a combined $4.03B — up 36% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OEF positions and 25 closed out — a net gain of 27 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $212M. The largest seller was Twin Tree Management, exiting entirely with an estimated $27.4M sold.

  • 384 institutional investors held iShares S&P 100 ETF (OEF) as of Q2 2020, up from 359 in Q1 2020.
  • Funds reported $4.03B of iShares S&P 100 ETF stock for Q2 2020, up 36% quarter-over-quarter.
  • 52 funds opened new iShares S&P 100 ETF positions in Q2 2020 and 25 closed out, a net change of +27 holders.
  • The largest iShares S&P 100 ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $212M added.
  • The largest iShares S&P 100 ETF seller in Q2 2020 was Twin Tree Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2020.