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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$366.08 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
742
Total
Institutional Inflows
(last 12 months)
$8.00B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$20.06B
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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
7/2/2026 CX Institutional2,027$742K0.0%+3.1%0.004%
7/1/2026 Eastern Bank120$44K0.0%-51.8%0.000%
7/1/2026 Global Wealth Strategies & Associates8,095$2.96M0.6%+0.6%0.015%
6/18/2026Western Wealth Management LLC4,605$1.47M0.1%-0.8%0.008%
6/9/2026Contango Wealth Management LLC6,303$2.01M2.3%N/A0.011%
6/4/2026Town Capital LLC3,528$1.12M0.9%-79.7%0.006%
6/3/2026Parallel Advisors LLC10,746$3.42M0.1%+0.4%0.019%
6/3/2026NewEdge Advisors LLC94,356$30.01M0.1%-80.4%0.171%
6/2/2026Optiver Holding B.V.5,258$1.67M0.0%N/A0.010%
6/1/2026Concorde Asset Management LLC1,685$536K0.3%-20.6%0.003%
5/29/2026Asset Dedication LLC1,048$333K0.0%+3.6%0.002%
5/28/2026Lavelle Capital LP2,193$698K0.4%N/A0.004%
5/27/2026Security Financial Services INC.19,268$6.13M1.0%+12.6%0.035%
5/26/2026Glenmede Trust Co. NA8,103$2.58M0.0%-2.1%0.015%
5/22/2026WNY Asset Management LLC686$218K0.0%N/A0.001%
5/22/2026Wellington Grp LLC417$133K0.0%+1,885.7%0.001%
5/22/2026Verus Capital Partners LLC18,344$5.84M0.4%-19.1%0.033%
5/20/2026J. Mark Nickell & Co.763$243K0.2%-3.8%0.001%
5/19/2026Western Wealth Management LLC4,605$1.47M0.1%-0.8%0.008%
5/19/2026GTS Financial LLC13,588$4.32M3.1%N/A0.025%
5/19/2026Sonoma Allocations LLC1,376$442K0.2%-9.1%0.002%
5/19/2026Bank of America Corp DE6,933,873$2.21B0.2%-0.6%12.561%
5/19/2026Strait & Sound Wealth Management LLC5,263$1.67M0.6%+2.5%0.010%
5/19/2026Centaurus Financial Inc.1,207$384K0.0%+3.9%0.002%
5/19/2026Ashton Thomas Securities LLC17,015$5.41M0.7%N/A0.031%
5/19/2026Arkadios Wealth Advisors11,108$3.53M0.1%+57.8%0.020%
5/18/2026EverSource Wealth Advisors LLC3,999$1.27M0.0%-10.7%0.007%
5/18/2026Royal Bank of Canada226,754$72.13M0.0%-23.9%0.411%
5/18/2026Empowered Funds LLC78,138$24.85M0.2%+0.7%0.142%
5/18/2026Evercore Wealth Management LLC5,805$1.85M0.0%-1.1%0.011%
5/16/2026KCM Investment Advisors LLC8,935$2.84M0.1%-1.5%0.016%
5/16/2026Excelsior Advisor Network LLC9,920$3.16M1.2%-9.6%0.018%
5/16/2026Quantinno Capital Management LP137,870$43.85M0.1%-0.7%0.250%
5/16/2026Family Manage LLC12,791$4.07M0.5%-12.7%0.023%
5/15/2026Gateway Wealth Partners LLC704$224K0.0%-95.2%0.001%
5/15/2026Waverly Advisors LLC43,347$13.79M0.1%-20.0%0.079%
5/15/2026Asset Management Group Inc.2,299$731K0.1%-3.1%0.004%
5/15/2026Wealth Alliance LLC22,533$7.17M0.7%-64.6%0.041%
5/14/2026Renaissance Technologies LLC10,851$3.45M0.0%-2.1%0.020%
5/14/2026Compound Planning Inc.1,848$588K0.0%+3.4%0.003%
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5/14/2026Klingman & Associates LLC7,144$2.27M0.1%+4.1%0.013%
5/14/2026Modern Wealth Management LLC948$304K0.0%-96.7%0.002%
5/14/2026Keebeck Wealth Management42,455$13.50M1.5%-32.4%0.077%
5/14/2026Lido Advisors LLC6,419$2.04M0.0%-1.5%0.012%
5/14/2026Monograph Wealth Advisors LLC5,373$1.71M0.2%-22.3%0.010%
5/13/2026Cetera Investment Advisers120,848$38.44M0.0%-85.0%0.219%
5/13/2026Measured Wealth Private Client Group LLC5,698$1.81M0.5%-13.3%0.010%
5/13/2026NewEdge Wealth LLC17,596$5.60M0.1%+30.1%0.032%
5/13/2026First Trust Advisors LP2,454$781K0.0%-21.9%0.004%
5/12/2026Marin Bay Wealth Advisors LLC76,486$24.33M7.3%-2.1%0.139%
5/8/2026PNC Financial Services Group Inc.441,595$140.46M0.1%+1.5%0.800%
5/8/2026Glenview Trust Co2,569$817K0.0%+40.3%0.005%
5/7/2026Scarborough Advisors LLC684$218K0.0%N/A0.001%
5/7/2026Balefire LLC12,915$4.11M0.8%N/A0.023%
5/7/2026Parallel Advisors LLC10,746$3.42M0.1%+0.4%0.019%
5/7/2026Regimen Wealth LLC5,320$1.69M0.5%+34.4%0.010%
5/7/2026Vision Retirement LLC2,677$852K0.2%-6.2%0.005%
5/7/2026Arjuna Capital880$280K0.1%N/A0.002%
5/6/2026Quadrant Private Wealth Management LLC13,797$4.39M0.7%-56.8%0.025%
5/6/2026Bartlett & CO. Wealth Management LLC1,011$322K0.0%+150.2%0.002%
5/6/2026Cornerstone Planning Group LLC449$143K0.0%-96.1%0.001%
5/6/2026Modera Wealth Management LLC1,870$595K0.0%+8.3%0.003%
5/6/2026Assetmark Inc.5,586$1.78M0.0%-85.2%0.010%
5/6/2026SteelPeak Wealth LLC1,510$480K0.0%-98.2%0.003%
5/6/2026Allspring Global Investments Holdings LLC81$26K0.0%N/A0.000%
5/6/2026Independent Financial Group LLC4,289$1.36M0.0%N/A0.008%
5/6/2026Prosperity Consulting Group LLC808$257K0.0%-47.5%0.001%
5/6/2026Frazier Financial Advisors LLC294$94K0.1%N/A0.001%
5/5/2026BCGM Wealth Management LLC1,842$586K0.1%+15.5%0.003%
5/5/2026Mcmorgan & Co. LLC10,882$3.46M0.6%-67.3%0.020%
5/5/2026D.A. Davidson & CO.29,431$9.36M0.1%+10.7%0.053%
5/5/2026Bank of New York Mellon Corp38,091$12.12M0.0%-93.0%0.069%
5/5/2026Theory Financial LLC2,662$847K0.3%-19.2%0.005%
5/5/2026Ethos Financial Group LLC1,835$607K0.0%-92.7%0.003%
5/5/2026Signet Financial Management LLC2,700$859K0.1%-84.5%0.005%
5/5/2026Advisors Preferred LLC1,600$509K0.1%N/A0.003%
5/5/2026Sanctuary Advisors LLC151,708$48.25M0.3%-56.5%0.275%
5/5/2026Sigma Planning Corp9,264$2.95M0.1%-12.0%0.017%
5/5/2026MB Generational Wealth LLC45,861$14.59M8.1%-0.9%0.083%
5/5/2026Wealthgarden F.S. LLC3,981$1.27M0.9%-62.8%0.007%
5/5/2026Nwam LLC5,139$1.64M0.1%-4.4%0.009%
5/4/2026AMG National Trust Bank11,321$3.60M0.1%+48.1%0.021%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management943$300K0.0%+31.9%0.002%
5/4/2026Glassman Wealth Services135$43K0.0%-79.5%0.000%
5/4/2026Northland Securities Inc.1,833$583K0.6%+18.4%0.003%
5/4/2026NWF Advisory Services Inc.8,104$2.58M0.3%+2.4%0.015%
5/4/2026Chicago Partners Investment Group LLC3,491$1.22M0.0%-2.8%0.006%
5/4/2026Uptick Partners LLC7,498$2.39M0.5%+3.0%0.014%
5/2/2026Global Assets Advisory LLC146$46K0.0%N/A0.000%
5/2/2026International Assets Investment Management LLC133$42K0.0%-72.1%0.000%
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5/2/2026Diversify Wealth Management LLC6,847$2.41M0.0%-75.0%0.012%
5/2/2026Carnegie Investment Counsel41,816$13.30M0.3%+3.1%0.076%
5/1/2026Welch & Forbes LLC13,187$4.19M0.1%-7.2%0.024%
5/1/2026Citizens Financial Group Inc. RI18,122$5.76M0.1%-19.1%0.033%
5/1/2026Midwest Trust Co1,178$375K0.0%+10.7%0.002%
5/1/2026Fifth Third Bancorp2,582,609$821.45M1.5%+1.3%4.679%
5/1/2026Sovran Advisors LLC13,676$4.35M0.3%-54.6%0.025%
5/1/2026WealthShield Partners LLC4,570$1.45M0.2%-86.2%0.008%
5/1/2026TSA Wealth Managment LLC41,578$13.23M4.3%-40.1%0.075%
5/1/2026Simplicity Wealth LLC640$204K0.0%-95.4%0.001%


OEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,083 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.57B), Bank of America Corp DE ($2.21B), LPL Financial LLC ($1.55B), JPMorgan Chase & Co. ($957.34M), Morgan Stanley ($876.57M), Fifth Third Bancorp ($821.45M), and Jones Financial Companies Lllp ($684.23M).Learn more on iShares S&P 100 ETF's institutional investors.

Of the 932 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 ($50.56M), Envestnet Asset Management Inc. ($10.14M), LPL Financial LLC ($1.47M), JPMorgan Chase & Co. ($1.38M), Northwestern Mutual Wealth Management Co. ($1.16M), CWM LLC ($1.06M), and Focus Partners Wealth ($1.02M).

Institutional investors have bought a total of 24,427,438 shares in the last 24 months. This purchase volume represents approximately $8.00B in transactions.

Of the 431 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: Demars Financial Group LLC ($50.63M), Arax Advisory Partners ($7.65M), Cetera Investment Advisers ($685.84K), Janney Montgomery Scott LLC ($524.25K), Bank of New York Mellon Corp ($507.58K), NewEdge Advisors LLC ($387.86K), and Kovitz Investment Group Partners LLC ($356.53K).

Institutional investors have sold a total of 64,580,888 shares in the last 24 months. This volume of shares sold represents approximately $20.06B in transactions.


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This page (NYSEARCA:OEF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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