Shared Vision Wealth Group LLC Raises Position in iShares S&P 100 ETF $OEF

Shared Vision Wealth Group LLC grew its position in iShares S&P 100 ETF (NYSEARCA:OEF) by 59.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,319 shares of the company’s stock after acquiring an additional 7,209 shares during the period. iShares S&P 100 ETF accounts for 2.7% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 9th largest holding. Shared Vision Wealth Group LLC’s holdings in iShares S&P 100 ETF were worth $6,465,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Envestnet Asset Management Inc. boosted its stake in iShares S&P 100 ETF by 43.6% in the second quarter. Envestnet Asset Management Inc. now owns 5,889,620 shares of the company’s stock worth $1,792,479,000 after purchasing an additional 1,786,908 shares in the last quarter. CWM LLC increased its stake in shares of iShares S&P 100 ETF by 127.5% in the third quarter. CWM LLC now owns 1,163,773 shares of the company’s stock valued at $387,350,000 after buying an additional 652,134 shares in the last quarter. SoundView Advisors Inc. bought a new position in shares of iShares S&P 100 ETF in the third quarter valued at about $182,139,000. Park Avenue Securities LLC lifted its position in iShares S&P 100 ETF by 77.0% during the 3rd quarter. Park Avenue Securities LLC now owns 994,293 shares of the company’s stock worth $330,940,000 after buying an additional 432,564 shares in the last quarter. Finally, Orion Porfolio Solutions LLC lifted its position in iShares S&P 100 ETF by 1,097.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 315,175 shares of the company’s stock worth $95,924,000 after buying an additional 288,847 shares in the last quarter.

iShares S&P 100 ETF Trading Down 2.3%

OEF opened at $335.10 on Wednesday. The stock has a market capitalization of $28.68 billion, a PE ratio of 27.17 and a beta of 1.00. iShares S&P 100 ETF has a 1-year low of $232.57 and a 1-year high of $349.08. The firm has a 50-day moving average price of $342.06 and a two-hundred day moving average price of $330.98.

iShares S&P 100 ETF Company Profile

iShares S&P 100 ETF, formerly iShares S&P 100 Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 100 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market and consists of blue chip stocks from diverse industries in the S&P 500 Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.