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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$275.62 +4.05 (+1.49%)
Closing price 05/2/2025 04:10 PM Eastern
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$275.46 -0.17 (-0.06%)
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Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
496
Total
Institutional Inflows
(last 12 months)
$17.63B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
5/5/2025Transce3nd LLC934$253K0.1%+56.7%0.002%
5/2/2025 Patton Albertson Miller Group LLC17,197$4.66M0.7%N/A0.028%
5/2/2025 KM Capital Management Ltd.22,345$6.05M3.3%-2.6%0.036%
5/2/2025 Kingsview Wealth Management LLC5,843$1.58M0.0%-5.5%0.009%
5/2/2025 Bailard Inc.11,186$3.03M0.1%-48.4%0.018%
5/2/2025 Dynasty Wealth Management LLC255,641$69.24M1.0%+1,757.6%0.415%
5/2/2025 Litman Gregory Wealth Management LLC4,977$1.35M0.1%-9.6%0.008%
5/2/2025 Mayflower Financial Advisors LLC20,282$5.49M0.8%+7.0%0.033%
5/2/2025 SWP Financial LLC6,754$1.83M1.1%N/A0.011%
5/2/2025 Lineweaver Wealth Advisors LLC46,788$12.69M2.2%+1.7%0.076%
5/2/2025 Theory Financial LLC3,269$885K0.4%-2.9%0.005%
5/2/2025 Wealthgarden F.S. LLC6,176$1.67M1.6%+32.4%0.010%
5/2/2025 MB Generational Wealth LLC51,912$14.06M10.5%+1.1%0.084%
5/2/2025 Shared Vision Wealth Group LLC10,368$2.81M1.5%+71.4%0.017%
5/2/2025 Pettinga Financial Advisors LLC25,114$6.80M1.6%N/A0.041%
5/2/2025 Capital A Wealth Management LLC1,132$307K0.3%-42.3%0.002%
5/2/2025 BIP Wealth LLC1,093$296K0.0%-6.4%0.002%
5/2/2025 PAX Financial Group LLC16,751$4.54M0.8%N/A0.027%
5/2/2025 Dakota Wealth Management60,204$16.31M0.4%-40.3%0.098%
5/2/2025 SBI Securities Co. Ltd.866$235K0.0%+17.0%0.001%
5/2/2025 Apollon Wealth Management LLC11,739$3.18M0.1%+830.9%0.019%
5/2/2025 Arcadia Investment Advisors LLC37,358$10.12M5.7%-3.2%0.061%
5/2/2025 Sigma Planning Corp6,665$1.81M0.1%+4.5%0.011%
5/2/2025 Signaturefd LLC166,862$45.19M0.9%-1.2%0.271%
5/1/2025 CWM LLC415,396$112.50M0.4%+221.7%0.674%
5/1/2025 Cardinal Strategic Wealth Guidance35,885$9.72M3.1%+66.7%0.058%
5/1/2025 Fulton Breakefield Broenniman LLC21,223$5.75M0.4%-1.5%0.034%
5/1/2025 Stillwater Wealth Management Group2,343$635K0.5%N/A0.004%
5/1/2025 Quest 10 Wealth Builders Inc.145$39K0.0%+74.7%0.000%
5/1/2025 Fifth Third Securities Inc.16,280$4.41M0.4%-0.6%0.026%
5/1/2025 Gateway Wealth Partners LLC4,342$1.18M0.3%N/A0.007%
5/1/2025 SteelPeak Wealth LLC27,440$7.43M0.3%N/A0.045%
5/1/2025 Country Club Bank47,810$12.87M0.9%-4.9%0.078%
4/30/2025 Sharkey Howes & Javer34,951$9.47M1.4%N/A0.057%
4/30/2025 Cerity Partners LLC174,306$47.21M0.1%-3.5%0.283%
4/30/2025 Alps Advisors Inc.151,637$41.07M0.2%+0.2%0.246%
4/30/2025 Stonebrook Private Inc.4,318$1.17M0.3%+3.7%0.007%
4/30/2025 True Vision MN LLC8,558$2.32M1.4%+367.9%0.014%
4/30/2025 Quotient Wealth Partners LLC15,471$4.19M0.1%+339.8%0.025%
4/30/2025 Cornerstone Planning Group LLC127$33K0.0%+958.3%0.000%
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4/30/2025 Trek Financial LLC18,725$5.07M0.4%+2,309.9%0.030%
4/30/2025 M&T Bank Corp69,186$18.74M0.1%-9.1%0.112%
4/30/2025 Stratos Wealth Partners LTD.3,809$1.03M0.0%-1.0%0.006%
4/30/2025 Stratos Wealth Advisors LLC1,050$284K0.0%-87.4%0.002%
4/30/2025 NTV Asset Management LLC21,654$5.87M0.8%-0.2%0.035%
4/30/2025 Hourglass Capital LLC2,180$590K0.2%-6.8%0.004%
4/30/2025 Horst & Graben Wealth Management LLC13,272$3.59M0.6%+69.0%0.022%
4/30/2025 Client First Capital LLC30,003$8.13M4.2%-5.7%0.049%
4/30/2025 Interchange Capital Partners LLC2,525$684K0.2%N/A0.004%
4/30/2025 Synergy Investment Management LLC7,900$2.14M0.9%+350.1%0.013%
4/30/2025 Gilliland Jeter Wealth Management LLC802$217K0.1%N/A0.001%
4/30/2025 Fullcircle Wealth LLC3,517$942K0.4%+48.1%0.006%
4/29/2025 U.S. Capital Wealth Advisors LLC3,827$1.04M0.0%+13.3%0.006%
4/29/2025 Financial Counselors Inc.1,108$300K0.0%+33.2%0.002%
4/29/2025 Raleigh Capital Management Inc.1,771$480K0.2%+2,624.6%0.003%
4/29/2025 Envestnet Asset Management Inc.4,102,712$1.11B0.4%+499.5%6.660%
4/29/2025 Chilton Capital Management LLC97$26K0.0%-37.0%0.000%
4/29/2025 Jackson Wealth Management LLC53,552$14.50M1.8%-2.4%0.087%
4/29/2025 Sutton Place Investors LLC3,395$919K0.6%+12.2%0.006%
4/29/2025 Concurrent Investment Advisors LLC12,786$3.46M0.1%+6.2%0.021%
4/29/2025 Bank of New York Mellon Corp188,625$51.09M0.0%+455.4%0.306%
4/29/2025 World Investment Advisors3,113$843K0.0%+120.5%0.005%
4/29/2025 Strategic Blueprint LLC21,492$5.82M0.3%+168.2%0.035%
4/29/2025 Brookstone Capital Management12,432$3.37M0.0%+852.6%0.020%
4/29/2025 OneDigital Investment Advisors LLC272,016$73.67M0.9%+113.7%0.442%
4/29/2025 Onyx Bridge Wealth Group LLC45,023$12.19M1.7%N/A0.073%
4/28/2025 D.A. Davidson & CO.24,360$6.60M0.1%-0.9%0.040%
4/28/2025 Mutual Advisors LLC12,474$3.34M0.1%+80.0%0.020%
4/28/2025 Able Wealth Management LLC9,626$2.61M1.4%+5.6%0.016%
4/28/2025 First Horizon Advisors Inc.12,439$3.37M0.1%+531.4%0.020%
4/28/2025 Private Trust Co. NA1,051$285K0.0%+206.4%0.002%
4/28/2025 Fiduciary Group LLC3,557$963K0.1%-8.0%0.006%
4/28/2025 Swmg LLC10,180$2.73M1.1%N/A0.017%
4/28/2025 Aaron Wealth Advisors LLC1,101$298K0.0%-20.3%0.002%
4/28/2025 Detalus Advisors LLC50,436$13.66M4.3%+37.8%0.082%
4/28/2025 Harbour Trust & Investment Management Co81,183$21.99M2.7%+3.8%0.132%
4/28/2025 Alterna Wealth Management Inc.2,996$811K0.6%N/A0.005%
4/28/2025 Keybank National Association OH54,940$14.88M0.1%-3.5%0.089%
4/28/2025 DAVENPORT & Co LLC3,562$965K0.0%+59.1%0.006%
4/28/2025 Lansing Street Advisors2,406$652K0.2%+50.9%0.004%
4/28/2025 Clear Creek Financial Management LLC6,196$1.68M0.2%-30.4%0.010%
4/25/2025 Mather Group LLC.7,981$2.16M0.0%+38.5%0.013%
4/25/2025 Avidian Wealth Enterprises LLC1,671$453K0.0%+102.3%0.003%
4/25/2025 Hutchens & Kramer Investment Management Group LLC980$265K0.1%N/A0.002%
4/25/2025 Essex Financial Services Inc.850$230K0.0%-4.5%0.001%
4/25/2025 Almanack Investment Partners LLC.868$235K0.0%-20.2%0.001%
4/25/2025 Sovran Advisors LLC9,550$2.43M0.3%+559.1%0.016%
4/25/2025 RCS Financial Planning LLC6,837$1.85M1.0%+73.6%0.011%
4/25/2025 WJ Wealth Management LLC8,670$2.35M0.8%-67.3%0.014%
4/24/2025 Altus Wealth Management LLC115,299$31.23M14.6%-1.5%0.187%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
4/24/2025 Golden State Wealth Management LLC1,720$466K0.1%+3.9%0.003%
4/24/2025 Confluence Wealth Services Inc.2,448$634K0.0%-55.1%0.004%
4/24/2025 Financial Life Advisors26,521$7.18M2.7%+3.7%0.043%
4/24/2025 Sunbelt Securities Inc.1,213$329K0.0%-3.5%0.002%
4/24/2025 Elevated Capital Advisors LLC1,068$289K0.1%-4.9%0.002%
4/24/2025 CM Wealth Advisors LLC240,643$65.17M20.8%+9.0%0.391%
4/24/2025 St. Clair Advisors LLC12,840$3.48M1.0%-3.0%0.021%
4/24/2025 Oakworth Capital Inc.104,967$28.43M2.0%-2.6%0.170%
4/24/2025 Transcend Capital Advisors LLC3,008$815K0.1%+56.9%0.005%
4/24/2025 Diversified Trust Co2,253$610K0.0%-13.1%0.004%
(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, 844 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Demars Financial Group LLC ($13.74B), Envestnet Asset Management Inc. ($1.11B), Bank of America Corp DE ($980.85M), Fifth Third Bancorp ($662.94M), Jones Financial Companies Lllp ($556.03M), JPMorgan Chase & Co. ($411.06M), and Sigma Investment Counselors Inc. ($392.31M).Learn more on OEF's institutional investors.

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

Of the 703 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: Demars Financial Group LLC ($50.72M), Envestnet Asset Management Inc. ($7.32M), Sigma Investment Counselors Inc. ($1.42M), CWM LLC ($934.57K), Envestnet Portfolio Solutions Inc. ($898.29K), International Assets Investment Management LLC ($610.30K), and Fifth Third Bancorp ($451.99K).

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

Institutional investors have bought a total of 74,389,875 shares in the last 24 months. This purchase volume represents approximately $20.48B in transactions.

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

Of the 457 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: Cresset Asset Management LLC ($1.10M), CWM LLC ($498.02K), Envestnet Portfolio Solutions Inc. ($496.32K), JPMorgan Chase & Co. ($492.80K), International Assets Investment Management LLC ($373.42K), Park Avenue Securities LLC ($370.79K), and Osaic Holdings Inc. ($326.40K).

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

Institutional investors have sold a total of 7,817,846 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.



This page (NYSEARCA:OEF) was last updated on 5/5/2025 by MarketBeat.com Staff
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