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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$307.11 -0.72 (-0.23%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$306.96 -0.16 (-0.05%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
569
Total
Institutional Inflows
(last 12 months)
$19.04B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$1.02B
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OEF Institutional Buying and Selling by Quarter

iShares S&P 100 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Ridgeline Wealth LLC14,149$4.31M3.5%-12.9%0.021%
7/11/2025Capital Advantage Inc.665$202K0.0%N/A0.001%
7/11/2025Farther Finance Advisors LLC39,859$12.13M0.2%-1.7%0.059%
7/11/2025Silver Oak Securities Incorporated4,563$1.39M0.1%N/A0.007%
7/11/2025Adirondack Trust Co.5,545$1.69M0.6%+3.0%0.008%
7/11/2025Kaydan Wealth Management Inc.16,113$4.90M1.6%+676.5%0.024%
7/11/2025My Legacy Advisors LLC9,096$2.80M1.0%+1.9%0.013%
7/11/2025Lantz Financial LLC8,737$2.66M0.7%+38.9%0.013%
7/11/2025Diversified Trust Co2,400$730K0.0%+6.5%0.004%
7/11/2025TCV Trust & Wealth Management Inc.1,121$341K0.0%+16.2%0.002%
7/10/2025 Oliver Lagore Vanvalin Investment Group503$153K0.1%N/A0.001%
7/10/2025 Trust Point Inc.3,796$1.16M0.1%-15.1%0.006%
7/10/2025 Polianta Ltd27,500$8.37M3.6%N/A0.041%
7/10/2025 Wealth Enhancement Advisory Services LLC21,935$6.75M0.0%-38.6%0.032%
7/10/2025 Atticus Wealth Management LLC31,194$9.49M2.6%+2.3%0.046%
7/10/2025 Sharkey Howes & Javer50,613$15.40M2.1%+44.8%0.075%
7/10/2025 Signal Advisors Wealth LLC1,818$553K0.0%+76.7%0.003%
7/10/2025 Focus Financial Network Inc.3,171$965K0.0%+33.0%0.005%
7/10/2025 Sovran Advisors LLC15,879$4.84M0.5%+66.3%0.023%
7/9/2025 Finley Financial LLC6,595$2.01M1.0%-16.9%0.010%
7/9/2025 Dynamic Advisor Solutions LLC7,490$2.28M0.1%-4.6%0.011%
7/9/2025 Lineweaver Wealth Advisors LLC736$224K0.0%-98.4%0.001%
7/9/2025 Pallas Capital Advisors LLC7,426$2.26M0.1%-13.5%0.011%
7/9/2025 Affinity Capital Advisors LLC44,241$13.47M2.3%+7.2%0.065%
7/9/2025 Seneca House Advisors1,220$371K0.2%-3.9%0.002%
7/9/2025 Lbmc Investment Advisors LLC697$212K0.0%N/A0.001%
7/9/2025 Byrne Asset Management LLC299$91K0.1%-61.3%0.000%
7/9/2025 Veracity Capital LLC838$255K0.1%N/A0.001%
7/9/2025 Beacon Financial Group6,885$2.10M0.2%-9.8%0.010%
7/8/2025 Ehrlich Financial Group12,560$3.82M2.5%+52.7%0.019%
7/8/2025 Arlington Trust Co LLC850$259K0.1%+750.0%0.001%
7/8/2025 Braun Bostich & Associates Inc.6,435$1.96M1.3%+104.0%0.010%
7/8/2025 Webster Bank N. A.5,524$1.68M0.2%+0.9%0.008%
7/8/2025 Lowe Wealth Advisors LLC524$159K0.1%+133.9%0.001%
7/7/2025 Investors Research Corp54,909$16.71M3.3%+7.2%0.081%
7/7/2025 St. Clair Advisors LLC12,240$3.73M1.0%-4.7%0.018%
7/7/2025 Accelerate Investment Advisors LLC4,108$1.25M0.9%+14.1%0.006%
7/7/2025 First Citizens Financial Corp2,618$797K0.4%+2.3%0.004%
7/7/2025 Retirement Wealth Solutions LLC6,319$1.92M1.4%+28.2%0.009%
7/7/2025 Nova Wealth Management Inc.10,572$3.22M2.4%+6.0%0.016%
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7/7/2025 Thurston Springer Miller Herd & Titak Inc.136$41K0.0%+126.7%0.000%
7/7/2025 Centurion Wealth Management LLC7,114$2.17M0.6%N/A0.011%
7/2/2025 Dentgroup LLC3,375$1.03M0.7%-1.5%0.005%
7/1/2025 Legacy Wealth Management LLC MS1,953$594K0.2%+6.7%0.003%
7/1/2025 Harbor Investment Advisory LLC586$178K0.0%+34.7%0.001%
7/1/2025 Private Client Services LLC25,682$7.82M3.0%-3.7%0.038%
6/3/2025Invst LLC12,658$3.43M0.5%N/A0.019%
6/2/2025Modern Wealth Management LLC5,962$1.62M0.1%N/A0.009%
5/29/2025Rhumbline Advisers233$63K0.0%-46.2%0.000%
5/29/2025Apeiron RIA LLC6,913$1.87M0.6%+350.7%0.010%
5/28/2025Jones Financial Companies Lllp1,980,162$533.13M0.5%+2.9%3.003%
5/22/2025Kilter Group LLC14,409$3.90M2.5%N/A0.023%
5/21/2025McAdam LLC11,471$3.11M0.2%-8.9%0.019%
5/21/2025Geneos Wealth Management Inc.97$26K0.0%-55.3%0.000%
5/20/2025Belpointe Asset Management LLC2,140$580K0.0%N/A0.003%
5/20/2025Focus Partners Wealth763,435$206.76M0.5%+3,712.4%1.233%
5/20/2025Integrity Alliance LLC.838$227K0.0%N/A0.001%
5/19/2025SCS Capital Management LLC20,924$5.67M0.1%-0.3%0.034%
5/16/2025Peloton Wealth Strategists12,841$3.48M1.5%-2.6%0.021%
5/16/2025Ascent Group LLC26,824$7.27M0.3%+271.4%0.043%
5/16/2025Arete Wealth Advisors LLC5,711$1.55M0.1%+58.6%0.009%
5/16/2025Strait & Sound Wealth Management LLC4,269$1.16M0.5%+84.6%0.007%
5/16/2025Signature Estate & Investment Advisors LLC15,802$4.28M0.1%+3.5%0.026%
5/16/2025Ashton Thomas Private Wealth LLC7,048$1.91M0.1%-26.0%0.011%
5/16/2025Goldman Sachs Group Inc.1,146,007$310.37M0.1%+0.5%1.699%
5/16/2025Cape Investment Advisory Inc.358$97K0.0%+2,883.3%0.001%
5/16/2025Jones Financial Companies Lllp1,795,004$481.79M0.4%-6.8%2.900%
5/16/2025Sheridan Capital Management LLC852$231K0.2%+6.2%0.001%
5/16/2025NewEdge Advisors LLC167,833$45.45M0.3%+663.4%0.271%
5/16/2025Integrated Wealth Concepts LLC139,245$37.71M0.4%+103.0%0.225%
5/16/2025Copperleaf Capital LLC4,310$1.17M0.7%N/A0.007%
5/16/2025AQR Capital Management LLC131,431$35.60M0.0%N/A0.212%
5/16/2025Ancora Advisors LLC48,108$13.03M0.3%+5.0%0.078%
5/15/2025Federation des caisses Desjardins du Quebec28,022$7.59M0.0%-1.3%0.045%
5/15/2025EP Wealth Advisors LLC31,805$8.61M0.1%+1.2%0.051%
5/15/2025Capital Investment Counsel LLC15,006$4.06M0.7%+0.8%0.024%
5/15/2025One Wealth Capital Management LLC9,025$2.44M1.3%+185.0%0.015%
5/15/2025Flputnam Investment Management Co.1,287$349K0.0%-4.5%0.002%
5/15/2025Royal Bank of Canada149,628$40.52M0.0%-2.5%0.242%
5/15/2025Betterment LLC5,720$1.55M0.0%-4.9%0.009%
5/15/2025MAI Capital Management8,777$2.38M0.0%-7.8%0.014%
5/15/2025Calton & Associates Inc.1,512$409K0.1%-11.4%0.002%
5/15/2025Baird Financial Group Inc.10,663$2.89M0.0%+116.2%0.017%
5/15/2025Evergreen Capital Management LLC3,759$1.02M0.0%-3.9%0.006%
5/15/2025Tortoise Investment Management LLC7,501$2.03M0.2%-1.6%0.012%
5/15/2025Mission Creek Capital Partners Inc.5,795$1.57M0.3%-1.4%0.009%
5/14/2025Triad Wealth Partners LLC2,677$725K0.2%N/A0.004%
5/14/2025CreativeOne Wealth LLC31,710$8.59M0.3%+470.8%0.051%
5/14/2025Ieq Capital LLC805,847$218.25M1.7%+0.5%1.302%
5/14/2025Redwood Investment Management LLC40,993$11.10M1.2%-3.5%0.066%
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5/14/2025PKS Advisory Services LLC2,652$718K0.2%-18.1%0.004%
5/14/2025WCG Wealth Advisors LLC11,237$3.04M0.2%N/A0.018%
5/14/2025Comerica Bank12,522$3.39M0.0%+9.1%0.020%
5/14/2025Freedom Investment Management Inc.4,600$1.25M0.1%-11.6%0.007%
5/14/2025Synovus Financial Corp3,591$972K0.0%-1.0%0.006%
5/14/2025ICONIQ Capital LLC1,883$510K0.0%-6.2%0.003%
5/14/2025Oliver Luxxe Assets LLC1,844$499K0.1%-25.1%0.003%
5/14/2025Smartleaf Asset Management LLC1,114$300K0.0%+181.3%0.002%
5/14/2025Northwestern Mutual Wealth Management Co.295,143$79.93M0.1%+41.8%0.477%
5/14/2025Sax Wealth Advisors LLC3,591$973K0.1%+307.6%0.006%
(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, 885 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), Fifth Third Bancorp ($662.94M), JPMorgan Chase & Co. ($551.62M), Jones Financial Companies Lllp ($533.13M), LPL Financial LLC ($487.20M), and Sigma Investment Counselors Inc. ($392.31M).Learn more on iShares S&P 100 ETF's institutional investors.

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

Of the 739 institutional investors that purchased iShares S&P 100 ETF's 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), LPL Financial LLC ($1.25M), CWM LLC ($934.57K), Envestnet Portfolio Solutions Inc. ($898.29K), and Focus Partners Wealth ($744.53K).

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

Institutional investors have bought a total of 66,768,983 shares in the last 24 months. This purchase volume represents approximately $19.04B in transactions.

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

Of the 378 institutional investors that sold iShares S&P 100 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cresset Asset Management LLC ($1.27M), International Assets Investment Management LLC ($373.42K), OLD National Bancorp IN ($291.72K), Jones Financial Companies Lllp ($129.97K), Vicus Capital ($82.28K), First Pacific Financial ($79.53K), and Ieq Capital LLC ($78.46K).

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

Institutional investors have sold a total of 3,637,240 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


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This page (NYSEARCA:OEF) was last updated on 7/13/2025 by MarketBeat.com Staff
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