Free Trial

iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$358.11 +2.89 (+0.81%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
760
Total
Institutional Inflows
(last 12 months)
$9.34B
Number of
Institutional Sellers
(last 12 months)
425
Total
Institutional Outflows
(last 12 months)
$19.72B
Get OEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares S&P 100 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank 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%
5/2/2026 Global Assets Advisory LLC146$46K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC133$42K0.0%-72.1%0.000%
5/2/2026 Diversify Wealth Management LLC6,847$2.41M0.0%-75.0%0.012%
5/2/2026 Carnegie Investment Counsel41,816$13.30M0.3%+3.1%0.076%
5/1/2026 Welch & Forbes LLC13,187$4.19M0.1%-7.2%0.024%
5/1/2026 Citizens Financial Group Inc. RI18,122$5.76M0.1%-19.1%0.033%
5/1/2026 Midwest Trust Co1,178$375K0.0%+10.7%0.002%
5/1/2026 Fifth Third Bancorp2,582,609$821.45M1.5%+1.3%4.679%
5/1/2026 Sovran Advisors LLC13,676$4.35M0.3%-54.6%0.025%
5/1/2026 WealthShield Partners LLC4,570$1.45M0.2%-86.2%0.008%
5/1/2026 TSA Wealth Managment LLC41,578$13.23M4.3%-40.1%0.075%
5/1/2026 Simplicity Wealth LLC640$204K0.0%-95.4%0.001%
5/1/2026 Avid Wealth Partners LLC60,105$19.12M9.0%+6.3%0.108%
5/1/2026 Sequoia Financial Advisors LLC2,008$639K0.0%-14.6%0.004%
5/1/2026 Walled Lake Planning & Wealth Management LLC6,740$2.14M0.6%-3.4%0.012%
4/30/2026 Hsbc Holdings PLC19,010$6.05M0.0%+24.6%0.034%
4/30/2026 Accredited Investors Inc.12,953$4.12M0.2%+1,371.9%0.023%
4/30/2026 Yukon Wealth Management Inc.1,362$433K0.3%+22.4%0.002%
4/30/2026 Ibex Wealth Advisors5,427$1.73M0.2%-9.0%0.010%
4/30/2026 Kestra Advisory Services LLC54,362$17.29M0.1%-19.2%0.098%
4/30/2026 ES4 LLC30,102$9.58M6.2%-6.7%0.054%
4/30/2026 Integrity Investment Advisors LLC972$309K0.2%-31.6%0.002%
4/30/2026 Demars Financial Group LLC100,515$31.97M10.5%-3.3%0.181%
4/30/2026 CFS Investment Advisory Services LLC16,628$5.82M0.4%-65.0%0.030%
4/30/2026 W Advisors LLC22,412$7.13M3.7%-18.3%0.040%
4/29/2026 Financial Life Advisors23,118$7.35M2.3%-14.2%0.042%
4/29/2026 Golden Road Advisors LLC2,180$693K0.4%-4.6%0.004%
4/29/2026 Horst & Graben Wealth Management LLC12,518$4.42M0.6%-49.6%0.023%
4/29/2026 Clare Market Investments LLC895$285K0.1%N/A0.002%
4/29/2026 Integrated Advisors Network LLC1,412$449K0.0%-2.4%0.003%
4/28/2026 PUREfi Wealth LLC840$267K0.2%-56.3%0.002%
4/28/2026 Bogart Wealth LLC233$74K0.0%+288.3%0.000%
4/28/2026 Ascentis Independent Advisors245$78K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR4,839$1.54M0.0%-3.9%0.009%
4/28/2026 Core Wealth Advisors LLC1,072$341K0.3%-95.0%0.002%
4/28/2026 Beacon Financial Advisory LLC4,765$1.52M0.3%+15.7%0.009%
4/28/2026 QRG Capital Management Inc.3,437$1.09M0.0%-34.4%0.006%
4/27/2026 Arcadia Wealth Management LLC963$306K0.1%-56.2%0.002%
4/27/2026 HB Wealth Management LLC22,868$7.27M0.0%-0.8%0.041%
4/27/2026 PFG Investments LLC2,034$647K0.0%-3.9%0.004%
4/27/2026 World Investment Advisors1,331$423K0.0%-95.7%0.002%
4/27/2026 Canal Capital Management LLC12,864$4.09M0.6%-68.1%0.023%
4/27/2026 PAX Financial Group LLC1,372$436K0.1%-97.7%0.002%
4/27/2026 Turtle Creek Wealth Advisors LLC2,065$657K0.0%-67.2%0.004%
4/27/2026 Private Advisor Group LLC32,058$10.20M0.0%-55.6%0.058%
4/27/2026 Trademark Financial Management LLC2,493$793K0.4%+291.4%0.005%
4/27/2026 Elevation Point Wealth Partners LLC1,842$586K0.0%-83.5%0.003%
4/27/2026 Sound Income Strategies LLC4,361$1.40M0.1%-14.6%0.008%
4/25/2026 Blue Capital Inc.2,249$715K0.5%+5.8%0.004%
4/25/2026 Keybank National Association OH43,908$13.97M0.1%-1.9%0.080%
4/25/2026 Physician Wealth Advisors Inc.78$25K0.0%-69.9%0.000%
4/25/2026 Able Wealth Management LLC14,860$4.73M1.3%+327.5%0.027%
4/24/2026 Stock Yards Bank & Trust Co.28,513$9.07M0.3%-5.2%0.052%
4/24/2026 Horizon Wealth Management LLC3,697$1.18M0.2%N/A0.007%
4/24/2026 Midwest Capital Advisors LLC989$315K0.1%-97.7%0.002%
4/24/2026 Essex Financial Services Inc.780$248K0.0%-8.2%0.001%
4/24/2026 First Pacific Financial2,522$802K0.1%-92.9%0.005%
4/24/2026 Harbor Investment Advisory LLC211$67K0.0%-76.0%0.000%
4/24/2026 St. Clair Advisors LLC9,740$3.10M0.8%-15.6%0.018%
4/23/2026 Mayflower Financial Advisors LLC15,409$4.90M0.5%-2.8%0.028%
4/23/2026 Capital Investment Counsel LLC11,302$3.60M0.5%+1.9%0.020%
4/23/2026 EWA LLC3,260$1.04M0.2%-70.4%0.006%
4/23/2026 Continuum Advisory LLC37,623$11.97M1.1%-3.2%0.068%
4/23/2026 Detalus Advisors LLC42,673$13.57M3.1%-43.3%0.077%
4/23/2026 Apollon Wealth Management LLC22,156$7.05M0.1%-36.2%0.040%
4/23/2026 Vicus Capital40,355$12.84M0.9%-65.7%0.073%
4/22/2026 Patriot Financial Group Insurance Agency LLC4,180$1.33M0.1%+15.8%0.008%
4/22/2026 Janney Montgomery Scott LLC44,088$14.02M0.0%-92.2%0.080%
4/22/2026 Onyx Bridge Wealth Group LLC23,824$7.58M0.8%-29.0%0.043%
4/22/2026 WT Wealth Management5,621$1.79M0.5%+15.4%0.010%
4/22/2026 Venturi Wealth Management LLC8,137$2.59M0.1%+161.9%0.015%
4/21/2026 RCS Financial Planning LLC1,858$591K0.3%-85.2%0.003%
4/21/2026 Polaris Investment Advisors LLC13,344$4.24M3.1%-34.1%0.024%
4/21/2026 Unique Wealth LLC1,189$378K0.1%-63.2%0.002%
4/21/2026 Waterway Wealth Management LLC1,700$541K0.1%N/A0.003%
4/21/2026 SmartHarvest Portfolios LLC1,833$583K0.2%+22.9%0.003%
4/21/2026 Aaron Wealth Advisors LLC1,010$321K0.0%-8.3%0.002%
4/21/2026 OLD National Bancorp IN75,050$23.87M0.4%+11.1%0.136%
4/21/2026 Fairvoy Private Wealth LLC855$272K0.1%-3.7%0.002%
4/21/2026 Hoxton Planning & Management LLC4,878$1.55M0.5%-67.5%0.009%
4/21/2026 Silver Oak Securities Incorporated872$277K0.0%-90.4%0.002%
4/21/2026 Fiduciary Alliance LLC685$236K0.0%N/A0.001%
4/20/2026 Kestra Private Wealth Services LLC55,935$17.79M0.2%-10.6%0.101%


OEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OEF shares?

During the previous two years, 1,069 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 ($2.27B), 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.

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

Of the 921 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).

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

Institutional investors have bought a total of 29,417,965 shares in the last 24 months. This purchase volume represents approximately $9.34B in transactions.

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

Of the 424 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), Janney Montgomery Scott LLC ($524.25K), Bank of New York Mellon Corp ($507.58K), Kovitz Investment Group Partners LLC ($357.12K), Cresset Asset Management LLC ($279.61K), and Sanctuary Advisors LLC ($196.77K).

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

Institutional investors have sold a total of 63,596,041 shares in the last 24 months. This volume of shares sold represents approximately $19.72B in transactions.



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