iShares S&P 100 ETF $OEF is Synergy Investment Management LLC’s 8th Largest Position

Synergy Investment Management LLC grew its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 16.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 25,533 shares of the company’s stock after buying an additional 3,647 shares during the quarter. iShares S&P 100 ETF accounts for about 3.1% of Synergy Investment Management LLC’s investment portfolio, making the stock its 8th biggest holding. Synergy Investment Management LLC’s holdings in iShares S&P 100 ETF were worth $8,757,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of OEF. Physician Wealth Advisors Inc. boosted its position in shares of iShares S&P 100 ETF by 74.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock worth $27,000 after purchasing an additional 35 shares in the last quarter. Lodestone Wealth Management LLC acquired a new position in shares of iShares S&P 100 ETF during the 4th quarter worth $34,000. Sage Mountain Advisors LLC increased its holdings in shares of iShares S&P 100 ETF by 125.5% in the 3rd quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock valued at $35,000 after purchasing an additional 59 shares in the last quarter. Optima Capital LLC purchased a new position in shares of iShares S&P 100 ETF in the 4th quarter valued at about $39,000. Finally, First Command Advisory Services Inc. acquired a new stake in shares of iShares S&P 100 ETF in the third quarter valued at about $39,000.

iShares S&P 100 ETF Trading Down 0.1%

OEF stock opened at $368.82 on Tuesday. The company has a market cap of $20.36 billion, a P/E ratio of 27.17 and a beta of 1.02. iShares S&P 100 ETF has a 52 week low of $280.67 and a 52 week high of $374.64. The company’s 50-day moving average price is $339.35 and its 200 day moving average price is $340.44.

iShares S&P 100 ETF 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.