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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$382.53 -1.27 (-0.33%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
668
Total
Institutional Inflows
(last 12 months)
$6.39B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$4.34B
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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
8/13/2026 Capital Square LLC1,948$725K0.3%N/A0.004%
8/13/2026 Elefante Mark B500$374K0.2%N/A0.001%
8/12/2026 Compass Financial Management LLC2,556$935K0.1%N/A0.005%
8/12/2026 C M Bidwell & Associates Ltd.10,383$7.78M3.2%N/A0.019%
8/7/2026 Trust Co. of Vermont518$85K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont13,374$9.59M0.4%N/A0.025%
8/5/2026USA Financial Formulas1,906$606K0.1%-5.0%0.004%
7/10/2026 Abound Wealth Management813$298K0.1%+408.1%0.001%
7/10/2026 Investors Research Corp57,996$21.22M3.8%-1.1%0.106%
7/10/2026 Adirondack Capital Advisors LLC8,817$3.23M1.7%-1.7%0.016%
7/10/2026 JFS Wealth Advisors LLC9,340$3.42M0.2%-1.2%0.017%
7/10/2026 GenWealth Group Inc.16,539$6.05M0.9%-2.6%0.030%
7/10/2026 West Branch Capital LLC322$118K0.0%-9.0%0.001%
7/10/2026 Wealth Group Ltd60,430$22.11M4.2%+6.4%0.110%
7/10/2026 Wealthcare Advisory Partners LLC2,011$736K0.0%-58.5%0.004%
7/9/2026 Centurion Wealth Management LLC9,140$3.34M0.8%-29.1%0.017%
7/9/2026 CPA Asset Management Group LLC3,709$1.36M0.4%-4.9%0.007%
7/9/2026 Focus Financial Network Inc.6,797$2.49M0.1%+13.0%0.012%
7/9/2026 Pettinga Financial Advisors LLC727$266K0.0%-46.0%0.001%
7/9/2026 Vertrix Wealth Management LLC586$214K0.1%N/A0.001%
7/9/2026 Yanni & Associates Investment Advisors LLC23,424$8.57M7.9%-0.2%0.043%
7/9/2026 Sax Wealth Advisors LLC6,681$2.44M0.1%-5.7%0.012%
7/9/2026 Oliver Luxxe Assets LLC910$333K0.0%-5.7%0.002%
7/9/2026 Ehrlich Financial Group2,076$760K0.4%-75.4%0.004%
7/9/2026 Chemistry Wealth Management LLC2,058$753K0.1%-6.7%0.004%
7/9/2026 Affinity Capital Advisors LLC21,527$7.95M1.0%-44.3%0.039%
7/9/2026 Valeo Financial Advisors LLC1,125$412K0.0%+4.5%0.002%
7/9/2026 Polianta Ltd29,400$10.76M1.3%+3.9%0.054%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.135$49K0.0%N/A0.000%
7/8/2026 Quantum Financial Advisors LLC404,718$148.07M12.9%-2.3%0.737%
7/8/2026 OFS Enterprise LLC1,572$575K0.1%-2.4%0.003%
7/8/2026 RVW Wealth LLC2,421$886K0.1%-3.4%0.004%
7/8/2026 Apella Capital LLC5,199$1.92M0.0%-5.5%0.009%
7/8/2026 Clark Asset Management LLC3,405$1.25M0.1%N/A0.006%
7/7/2026 First Citizens Financial Corp941$344K0.1%-61.1%0.002%
7/7/2026 Balefire LLC13,021$4.76M0.8%+0.8%0.024%
7/7/2026 Dynamic Advisor Solutions LLC6,612$2.42M0.1%+2.2%0.012%
7/7/2026 Avior Wealth Management LLC1,135$415K0.0%+28.4%0.002%
7/7/2026 Financial Enhancement Group LLC82,739$30.27M3.6%+0.4%0.151%
7/7/2026 Ridgeline Wealth LLC14,013$5.13M3.0%-0.9%0.026%
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7/7/2026 CoreCap Advisors LLC624$228K0.0%-8.0%0.001%
7/7/2026 St. Clair Advisors LLC9,090$3.33M0.9%-6.7%0.017%
7/6/2026 Private Client Services LLC25,258$9.24M2.4%+0.9%0.046%
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%
6/4/2026 Town Capital LLC3,528$1.12M0.9%-79.7%0.006%
6/3/2026 Parallel Advisors LLC10,746$3.42M0.1%+0.4%0.019%
6/3/2026 NewEdge Advisors LLC94,356$30.01M0.1%-80.4%0.171%
6/2/2026 Optiver Holding B.V.5,258$1.67M0.0%N/A0.010%
6/1/2026Concorde Asset Management LLC1,685$536K0.3%-20.6%0.003%
5/29/2026 Asset Dedication LLC1,048$333K0.0%+3.6%0.002%
5/28/2026 Lavelle Capital LP2,193$698K0.4%N/A0.004%
5/27/2026 Security Financial Services INC.19,268$6.13M1.0%+12.6%0.035%
5/26/2026 Glenmede 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%
5/22/2026 Verus Capital Partners LLC18,344$5.84M0.4%-19.1%0.033%
5/20/2026 J. 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%
5/19/2026 Sonoma 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%
5/19/2026 Ashton Thomas Securities LLC17,015$5.41M0.7%N/A0.031%
5/19/2026 Arkadios Wealth Advisors11,108$3.53M0.1%+57.8%0.020%
5/18/2026 EverSource 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%
5/16/2026 Quantinno Capital Management LP137,870$43.85M0.1%-0.7%0.250%
5/16/2026Family Manage LLC12,791$4.07M0.5%-12.7%0.023%
5/15/2026 Gateway 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%
5/15/2026 Wealth Alliance LLC22,533$7.17M0.7%-64.6%0.041%
5/14/2026 Renaissance Technologies LLC10,851$3.45M0.0%-2.1%0.020%
5/14/2026 Compound Planning Inc.1,848$588K0.0%+3.4%0.003%
5/14/2026 Klingman & Associates LLC7,144$2.27M0.1%+4.1%0.013%
5/14/2026Modern Wealth Management LLC948$304K0.0%-96.7%0.002%
5/14/2026 Keebeck Wealth Management42,455$13.50M1.5%-32.4%0.077%
5/14/2026 Lido Advisors LLC6,419$2.04M0.0%-1.5%0.012%
5/14/2026Monograph Wealth Advisors LLC5,373$1.71M0.2%-22.3%0.010%
5/13/2026 Cetera Investment Advisers120,848$38.44M0.0%-85.0%0.219%
5/13/2026 Measured Wealth Private Client Group LLC5,698$1.81M0.5%-13.3%0.010%
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5/13/2026 NewEdge Wealth LLC17,596$5.60M0.1%+30.1%0.032%
5/13/2026 First Trust Advisors LP2,454$781K0.0%-21.9%0.004%
5/12/2026 Marin Bay Wealth Advisors LLC76,486$24.33M7.3%-2.1%0.139%
5/8/2026 PNC Financial Services Group Inc.441,595$140.46M0.1%+1.5%0.800%
5/8/2026 Glenview Trust Co2,569$817K0.0%+40.3%0.005%
5/7/2026 Scarborough Advisors LLC684$218K0.0%N/A0.001%
5/7/2026 Balefire LLC12,915$4.11M0.8%N/A0.023%
5/7/2026 Parallel Advisors LLC10,746$3.42M0.1%+0.4%0.019%
5/7/2026 Regimen Wealth LLC5,320$1.69M0.5%+34.4%0.010%
5/7/2026 Vision Retirement LLC2,677$852K0.2%-6.2%0.005%


OEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,060 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 913 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 ($50.55M), Envestnet Asset Management Inc. ($10.10M), LPL Financial LLC ($1.43M), 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 19,146,076 shares in the last 24 months. This purchase volume represents approximately $6.39B in transactions.

Of the 394 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: 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), Kovitz Investment Group Partners LLC ($356.53K), and Sanctuary Advisors LLC ($196.77K).

Institutional investors have sold a total of 12,948,546 shares in the last 24 months. This volume of shares sold represents approximately $4.34B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:OEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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