iShares S&P 100 ETF
790 hedge funds and large institutions have $9.2B invested in iShares S&P 100 ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 249 increasing their positions, 219 reducing their positions, and 41 closing their positions.
93% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 41
14% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 219
7% more capital invested
Capital invested by funds: $8.6B → $9.2B (+$605M)
4% more funds holding
Funds holding: 761 → 790 (+29)
0.5% less ownership
Funds ownership: 69.65% → 69.16% (-0.5%)
15% less funds holding in top 10
Funds holding in top 10: 47 → 40 (-7)
41% less call options, than puts
Call options by funds: $17B | Put options by funds: $28.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$118M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$99.2M |
| 3 |
Cerity Partners
New York
|
+$34M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$25.5M |
| 5 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$27.3M |
| 3 |
WAOI
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
-$26.1M |
| 4 |
Morgan Stanley
New York
|
-$12.2M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$11.9M |
OEF Hedge Fund Activity: Q3 2024 in Review
790 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 100 ETF (OEF) for Q3 2024, worth a combined $9.2B — up 7% from $8.6B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new OEF positions and 41 closed out — a net gain of 38 holders — while 249 added to existing stakes and 219 trimmed.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $118M. The largest seller was Old National Bancorp, cutting an estimated $55M.
- 790 institutional investors held iShares S&P 100 ETF (OEF) as of Q3 2024, up from 761 in Q2 2024.
- Funds reported $9.2B of iShares S&P 100 ETF stock for Q3 2024, up 7% quarter-over-quarter.
- 79 funds opened new iShares S&P 100 ETF positions in Q3 2024 and 41 closed out, a net change of +38 holders.
- The largest iShares S&P 100 ETF buyer in Q3 2024 was Evoke Wealth, an estimated $118M added.
- The largest iShares S&P 100 ETF seller in Q3 2024 was Old National Bancorp, an estimated $55M sold.
Based on aggregated 13F filings for Q3 2024.