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iShares S&P 100 ETF (OEF) Institutional Ownership

$253.29
-1.25 (-0.49%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$2.84B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$994.52M
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OEF Institutional Buying and Selling by Quarter

iShares S&P 100 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC25,854$6.40M0.1%-47.7%0.054%
5/24/2024 Cetera Investment Advisers61,388$15.19M0.0%-46.1%0.127%
5/21/2024 Atria Investments Inc4,816$1.19M0.0%-90.8%0.010%
5/17/2024 Comerica Bank12,655$3.13M0.0%-6.1%0.026%
5/16/2024 Global Financial Private Client LLC105$26K0.0%-67.1%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.31,569$7.81M0.2%+23.7%0.065%
5/16/2024 Ancora Advisors LLC14,117$3.49M0.1%+27.0%0.029%
5/16/2024 Dynasty Wealth Management LLC9,033$2.24M0.1%N/A0.019%
5/16/2024 High Falls Advisors Inc5,905$1.46M0.4%-83.0%0.012%
5/16/2024 WPWealth LLP1,389$344K0.1%-43.4%0.003%
5/16/2024 Icon Wealth Advisors LLC13,277$3.29M0.3%-71.3%0.028%
5/16/2024 Waverly Advisors LLC27,426$6.79M0.2%+163.0%0.057%
5/16/2024 Captrust Financial Advisors76,966$19.04M0.1%+0.9%0.160%
5/15/2024 Ascent Group LLC5,537$1.37M0.1%+2.2%0.011%
5/15/2024 SVB Wealth LLC3,367$833K0.0%N/A0.007%
5/15/2024 Transcendent Capital Group LLC14,993$3.71M2.1%+2.2%0.031%
5/15/2024 BOKF NA204$50K0.0%-32.9%0.000%
5/14/2024 JT Stratford LLC7,105$1.76M0.4%-5.5%0.015%
5/14/2024 EP Wealth Advisors LLC3,707$917K0.0%-6.3%0.008%
5/14/2024 CreativeOne Wealth LLC5,579$1.38M0.1%-84.7%0.012%
5/14/2024 Delap Wealth Advisory LLC1,415$350K0.1%-50.0%0.003%
5/14/2024 Sentinel Pension Advisors Inc.6,773$1.68M0.4%+14.9%0.014%
5/14/2024 InterOcean Capital Group LLC4,492$1.11M0.0%-1.9%0.009%
5/14/2024 Oxford Financial Group LTD. LLC926$229K0.0%-15.5%0.002%
5/14/2024 Arjuna Capital1,655$409K0.1%N/A0.003%
5/13/2024 Bessemer Group Inc.1,000$247K0.0%-75.1%0.002%
5/13/2024 O Shaughnessy Asset Management LLC792$196K0.0%+50.6%0.002%
5/11/2024 Capital Wealth Alliance LLC1,588$393K0.2%N/A0.003%
5/11/2024 Edgestream Partners L.P.2,495$617K0.0%+97.7%0.005%
5/11/2024 Patten & Patten Inc. TN38,434$9.51M0.7%+187.3%0.081%
5/10/2024 Osaic Holdings Inc.89,157$22.07M0.0%-78.5%0.187%
5/10/2024 TIAA Trust National Association11,348$2.81M0.0%+15.3%0.024%
5/10/2024 Councilmark Asset Management LLC4,475$1.11M0.8%N/A0.009%
5/10/2024 Nwam LLC6,306$1.55M0.1%-27.2%0.013%
5/9/2024 Orion Portfolio Solutions LLC8,802$2.18M0.0%N/A0.018%
5/9/2024 Blair William & Co. IL20,239$5.01M0.0%-1.4%0.042%
5/9/2024 HBK Sorce Advisory LLC1,016$251K0.0%N/A0.002%
5/9/2024 Kingsview Wealth Management LLC4,135$1.02M0.0%-19.2%0.009%
5/9/2024 MB Generational Wealth LLC15,694$3.88M3.5%-66.5%0.033%
5/9/2024 Avid Wealth Partners LLC77,591$19.20M15.4%+93.7%0.163%
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5/8/2024 Berkshire Money Management Inc.4,786$1.18M0.1%N/A0.010%
5/8/2024 TSA Wealth Managment LLC36,984$9.15M4.0%-33.5%0.078%
5/8/2024 Bleakley Financial Group LLC1,114$276K0.0%-4.5%0.002%
5/8/2024 Heritage Wealth Advisors13,341$3.30M0.1%-5.9%0.028%
5/8/2024 Focused Wealth Management Inc1,354$335K0.1%-5.7%0.003%
5/8/2024 Avantax Advisory Services Inc.19,136$4.73M0.0%-37.3%0.040%
5/8/2024 US Bancorp DE42,900$10.61M0.0%-46.8%0.090%
5/8/2024 Watershed Private Wealth LLC2,407$596K0.3%+133.7%0.005%
5/8/2024 Wealth Forward LLC47,147$11.67M9.2%+2.3%0.099%
5/8/2024 Thoroughbred Financial Services LLC1,609$398K0.0%-6.8%0.003%
5/7/2024 Verus Capital Partners LLC11,403$2.82M0.3%-21.4%0.024%
5/7/2024 NorthRock Partners LLC1,811$448K0.0%-3.4%0.004%
5/7/2024 Abbrea Capital LLC124,770$30.87M4.1%+1.2%0.262%
5/7/2024 Concurrent Investment Advisors LLC3,786$937K0.0%-21.4%0.008%
5/7/2024 Stonebrook Private Inc.17,833$4.41M1.3%-8.5%0.037%
5/7/2024 BOS Asset Management LLC1,230$304K0.2%-19.0%0.003%
5/7/2024 NTV Asset Management LLC23,823$5.89M0.9%-2.4%0.050%
5/7/2024 Shared Vision Wealth Group LLC5,092$1.26M0.8%-48.1%0.011%
5/7/2024 EQ LLC2,335$578K0.4%-34.6%0.005%
5/7/2024 PFG Advisors1,589$393K0.0%-68.5%0.003%
5/7/2024 Roof Eidam Maycock Peralta LLC50,112$12.40M3.4%-0.9%0.105%
5/7/2024 Empowered Funds LLC1,403$347K0.0%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.58,606$14.50M0.1%-89.4%0.123%
5/6/2024 Advisory Services Network LLC18,067$4.47M0.1%-19.6%0.038%
5/6/2024 Manchester Capital Management LLC21,754$5.38M0.7%-0.5%0.046%
5/6/2024 TFG Advisers LLC10,779$2.67M1.0%+2.2%0.023%
5/4/2024 Beacon Bridge Wealth Partners LLC2,024$501K0.2%-53.5%0.004%
5/4/2024 Csenge Advisory Group11,363$2.81M0.2%-28.9%0.024%
5/3/2024 Signaturefd LLC174,364$43.14M0.9%-1.5%0.366%
5/3/2024 RIA Advisory Group LLC19,151$4.74M1.9%N/A0.040%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,470$859K0.1%-91.0%0.007%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.8,000$1.98M0.8%+3.4%0.017%
5/3/2024 Liberty Wealth Management LLC5,387$1.33M0.3%-80.0%0.011%
5/3/2024 Whittier Trust Co.1,024$253K0.0%-39.8%0.002%
5/2/2024 Mutual Advisors LLC8,209$2.03M0.1%-54.0%0.017%
5/2/2024 Fidelis Capital Partners LLC2,311$572K0.1%-2.8%0.005%
5/2/2024 Choreo LLC29,147$7.21M0.2%-0.9%0.061%
5/2/2024 Moloney Securities Asset Management LLC846$209K0.0%-9.1%0.002%
5/2/2024 Palisade Asset Management LLC1,817$450K0.0%+17.5%0.004%
5/1/2024 Janney Montgomery Scott LLC22,184$5.49M0.0%-90.1%0.047%
5/1/2024 Blue Trust Inc.2,744$679K0.0%+5.0%0.006%
5/1/2024 Concourse Financial Group Securities Inc.2,182$540K0.0%-86.2%0.005%
5/1/2024 Mission Wealth Management LP2,562$634K0.0%+7.2%0.005%
5/1/2024 Lineweaver Wealth Advisors LLC50,312$12.47M3.0%+6.1%0.105%
5/1/2024 Diversify Advisory Services LLC1,696$419K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC26,483$6.55M0.0%-22.3%0.056%
4/30/2024 J.W. Cole Advisors Inc.21,866$5.41M0.3%+1.3%0.046%
4/30/2024 Culbertson A N & Co. Inc.21,110$5.22M0.9%-0.9%0.044%
4/30/2024 HB Wealth Management LLC23,738$5.87M0.1%+0.9%0.050%
4/30/2024 SpiderRock Advisors LLC4,767$1.16M0.0%N/A0.010%
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4/30/2024 True Vision MN LLC1,854$448K0.3%-76.0%0.004%
4/30/2024 Caprock Group LLC831$206K0.0%N/A0.002%
4/30/2024 Perigon Wealth Management LLC5,556$1.38M0.0%-59.8%0.012%
4/30/2024 Mayflower Financial Advisors LLC19,349$4.79M0.4%-21.6%0.041%
4/30/2024 SkyOak Wealth LLC2,125$526K0.1%-3.7%0.004%
4/30/2024 Stock Yards Bank & Trust Co.51,149$12.66M0.4%-1.8%0.107%
4/29/2024Commonwealth Equity Services LLC156,924$38.83M0.1%-24.2%0.329%
4/29/2024 Benjamin F. Edwards & Company Inc.1,756$434K0.0%-4.3%0.004%
4/29/2024 Forthright Family Wealth Advisory LLC13,902$3.44M2.3%+7.7%0.029%
4/29/2024 RWA Wealth Partners LLC8,575$2.12M0.0%+3.8%0.018%
(Data available from 1/1/2016 forward)

OEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OEF shares?

During the previous two years, 667 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Bank of America Corp DE ($980.85M), Envestnet Asset Management Inc. ($875.60M), Fifth Third Bancorp ($568.97M), Jones Financial Companies Lllp ($421.59M), JPMorgan Chase & Co. ($353.91M), Sigma Investment Counselors Inc. ($306.11M), and Cresset Asset Management LLC ($269.85M).Learn more on OEF's institutional investors.

Which institutional investors have been buying iShares S&P 100 ETF stock?

Of the 565 institutional investors that purchased iShares S&P 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.03M), Sigma Investment Counselors Inc. ($1.24M), JPMorgan Chase & Co. ($1.06M), CWM LLC ($648.51K), Fifth Third Bancorp ($598.09K), Envestnet Portfolio Solutions Inc. ($554.92K), and OLD National Bancorp IN ($376.90K).

How much institutional buying is happening at iShares S&P 100 ETF?

Institutional investors have bought a total of 16,590,417 shares in the last 24 months. This purchase volume represents approximately $3.51B in transactions.

Which iShares S&P 100 ETF major shareholders have been selling company stock?

Of the 349 institutional investors that sold iShares S&P 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($1.27M), CFS Investment Advisory Services LLC ($980.44K), Envestnet Portfolio Solutions Inc. ($496.32K), CWM LLC ($476.60K), JPMorgan Chase & Co. ($420.97K), Park Avenue Securities LLC ($368.43K), and Legacy Advisors LLC ($358.65K).

How much institutional selling is happening at iShares S&P 100 ETF?

Institutional investors have sold a total of 8,674,219 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.


This page (NYSEARCA:OEF) was last updated on 5/30/2024 by MarketBeat.com Staff

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