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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$384.03 -4.63 (-1.19%)
As of 01:48 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)
661
Total
Institutional Inflows
(last 12 months)
$5.86B
Number of
Institutional Sellers
(last 12 months)
403
Total
Institutional Outflows
(last 12 months)
$4.40B
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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
10/14/2026Adirondack Trust Co.5,400$2.06M0.7%N/A0.010%
10/14/2026Firethorn Wealth Partners LLC4,087$1.56M0.5%-6.4%0.008%
10/14/2026Wealth Forward LLC33,932$12.97M5.7%-43.2%0.063%
10/14/2026Focus Financial Network Inc.7,171$2.74M0.1%+5.5%0.013%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.240$92K0.1%N/A0.000%
10/14/2026Signal Advisors Wealth LLC1,038$397K0.0%-9.2%0.002%
10/14/2026B. Riley Wealth Advisors Inc.5,952$2.27M0.1%N/A0.011%
10/14/2026Affinity Capital Advisors LLC18,163$7.07M0.8%-15.6%0.034%
10/13/2026Forvis Mazars Wealth Advisors LLC4,527$1.73M0.0%N/A0.008%
10/13/2026First Financial Corp IN488$186K0.1%N/A0.001%
10/13/2026St. Clair Advisors LLC8,940$3.42M0.8%-1.7%0.017%
10/13/2026Madson Wealth Advisors Inc641$245K0.2%-49.9%0.001%
10/13/2026Sax Wealth Advisors LLC6,203$2.37M0.1%-7.2%0.012%
10/13/2026Avior Wealth Management LLC1,544$590K0.0%+36.0%0.003%
10/10/2026Adirondack Capital Advisors LLC8,777$3.35M1.7%-0.5%0.016%
10/9/2026Sound Income Strategies LLC1,876$726K0.0%-49.9%0.004%
10/9/2026GK Wealth Management LLC94$36K0.0%N/A0.000%
10/9/2026DKM Wealth Management Inc.1,863$712K0.5%+2.0%0.003%
10/9/2026Acropolis Investment Management LLC387$148K0.0%N/A0.001%
10/9/2026First Heartland Consultants Inc.5,757$2.20M0.1%N/A0.011%
10/8/2026Financial Enhancement Group LLC83,321$32.45M3.8%+0.7%0.155%
10/8/2026Farther Finance Advisors LLC27,833$10.63M0.1%-17.9%0.052%
10/8/2026CoreCap Advisors LLC469$179K0.0%-24.8%0.001%
10/8/2026Titleist Asset Management LLC21,396$8.18M0.5%+43.4%0.040%
10/8/2026Avidian Wealth Enterprises LLC1,181$451K0.0%N/A0.002%
10/8/2026Kaydan Wealth Management Inc.17,893$6.84M2.4%-5.7%0.033%
10/8/2026Toth Financial Advisory Corp94$36K0.0%N/A0.000%
10/7/2026Retirement Wealth Solutions LLC1,955$747K0.4%-5.9%0.004%
10/7/2026Investors Research Corp57,947$22.14M3.7%-0.1%0.108%
10/7/2026Wealth Enhancement Trust Services Inc.218$83K0.0%N/A0.000%
10/7/2026Echo45 Advisors LLC630$241K0.1%N/A0.001%
10/7/2026Wealth Group Ltd61,200$23.55M4.4%+1.3%0.114%
10/7/2026American National Bank & Trust202$77K0.0%N/A0.000%
10/7/2026Waller Financial Planning Group Inc.540$206K0.0%N/A0.001%
10/7/2026Weaver Consulting Group1,669$638K0.1%-1.8%0.003%
10/5/2026Tompkins Financial Corp1,258$481K0.0%N/A0.002%
10/5/2026Ferguson Wellman Capital Management Inc.3,171$1.21M0.0%N/A0.006%
10/5/2026Eastern Bank120$46K0.0%N/A0.000%
10/2/2026 CX Institutional1,712$654K0.0%-15.5%0.003%
10/2/2026 Global Wealth Strategies & Associates7,871$3.01M0.6%-2.8%0.015%
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10/1/2026 Coastline Trust Co213$81K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.3,232$1.18M0.0%-6.0%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.1,438$526K0.0%-8.7%0.003%
9/23/2026Envestnet Asset Management Inc.317,295$116.09M0.0%-9.0%0.595%
9/9/2026Sequoia Financial Advisors LLC9,198$3.37M0.0%+358.1%0.017%
9/9/2026Van Hulzen Asset Management LLC20,271$7.42M0.5%-14.5%0.038%
9/9/2026MCF Advisors LLC864$316K0.0%-8.6%0.002%
9/9/2026Capital Analysts LLC30,234$11.06M0.3%-0.2%0.056%
9/9/2026NorthRock Partners LLC4,213$1.54M0.0%-24.1%0.008%
9/9/2026Integrated Wealth Concepts LLC103,797$37.98M0.2%-9.1%0.193%
9/9/2026RFG Advisory LLC1,985$726K0.0%+4.7%0.004%
9/9/2026NewEdge Advisors LLC50,754$18.57M0.1%-46.2%0.095%
9/9/2026IFP Advisors Inc72,781$26.63M0.5%-22.6%0.136%
9/9/2026Roble Belko & Company Inc29,243$10.70M1.2%-0.7%0.055%
9/9/2026Squarepoint Ops LLC2,999$1.10M0.0%-73.8%0.006%
9/9/2026Baird Financial Group Inc.6,112$2.24M0.0%-7.6%0.011%
9/8/2026Allworth Financial LP345$126K0.0%-36.6%0.001%
9/8/2026Waverly Advisors LLC43,152$15.79M0.1%-0.4%0.080%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group12,672$4.64M0.5%-2.2%0.024%
8/31/2026Alternative Investment Advisors LLC.23,553$8.62M3.3%+5.9%0.044%
8/27/2026Corient Private Wealth LP38,989$14.27M0.0%-1.5%0.073%
8/27/2026Tucker Asset Management LLC95$35K0.0%-24.0%0.000%
8/25/2026Advus Financial Partners LLC8,648$3.16M0.7%-19.6%0.016%
8/23/2026Ameritas Advisory Services LLC5,409$1.98M0.0%+158.4%0.010%
8/23/2026Endeavor Private Wealth Inc.2,645$968K0.2%+15.5%0.005%
8/23/2026HB Wealth Management LLC22,784$8.34M0.0%-0.4%0.042%
8/23/2026Kaydan Wealth Management Inc.18,965$6.94M2.1%+1.6%0.035%
8/22/2026Compass Financial Management LLC2,556$935K0.1%N/A0.005%
8/22/2026NBH Bank77$28K0.0%N/A0.000%
8/22/2026Tenet Wealth Partners LLC1,025$372K0.3%N/A0.002%
8/22/2026Markowski Investments104$38K0.0%N/A0.000%
8/22/2026Cassilly Financial Group LLC648$237K0.2%-8.1%0.001%
8/22/2026Blalock Williams LLC3,452$1.26M0.8%+35.7%0.006%
8/22/2026Retirement Wealth Solutions LLC2,077$760K0.4%-4.0%0.004%
8/22/2026Rik Saylor Financial Inc.4,396$1.61M1.0%-0.7%0.008%
8/22/2026Tudor Financial Inc.2,175$796K0.4%-2.3%0.004%
8/22/2026ZEGA Investments LLC619$226K0.0%-11.7%0.001%
8/22/2026NWF Advisory Services Inc.4,724$1.73M0.2%-41.7%0.009%
8/22/2026TD Waterhouse Canada Inc.5,285$1.93M0.0%-16.6%0.010%
8/22/2026Kickstand Ventures LLC.29,058$10.63M1.9%+1.5%0.054%
8/22/2026Concurrent Investment Advisors LLC21,512$7.87M0.1%-32.5%0.040%
8/21/2026Continuum Advisory LLC36,644$13.41M1.1%-2.6%0.068%
8/21/2026MBA Advisors LLC11,920$4.36M1.4%N/A0.022%
8/21/2026Atticus Wealth Management LLC27,944$10.22M2.5%-3.1%0.052%
8/21/2026XML Financial LLC3,989$1.46M0.1%-1.5%0.007%
8/21/2026Beacon Financial Advisory LLC4,908$1.80M0.4%+3.0%0.009%
8/21/2026 First Citizens Financial Corp941$344K0.1%-61.1%0.002%
8/21/2026Independence Bank of Kentucky17,669$6.47M0.7%-0.2%0.033%
8/21/2026Financial Life Advisors10,448$3.82M1.1%-54.8%0.019%
8/20/2026Nwam LLC6,157$2.25M0.1%+19.8%0.011%
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8/20/2026Jackson Wealth Management LLC4,497$1.65M1.0%-92.3%0.008%
8/20/2026CMH Wealth Management LLC8,335$3.05M0.5%+4.7%0.016%
8/13/2026Capital Square LLC1,948$725K0.3%N/A0.004%
8/13/2026Elefante Mark B500$374K0.2%N/A0.001%
8/12/2026Compass Financial Management LLC2,556$935K0.1%N/A0.005%
8/12/2026C M Bidwell & Associates Ltd.10,383$7.78M3.2%N/A0.019%
8/7/2026Trust Co. of Vermont518$85K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont13,374$9.59M0.4%N/A0.025%
8/5/2026USA Financial Formulas1,906$606K0.1%-5.0%0.004%
7/10/2026Abound Wealth Management813$298K0.1%+408.1%0.001%


OEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,073 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were 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), Jones Financial Companies Lllp ($684.23M), and CWM LLC ($408.41M).Learn more on iShares S&P 100 ETF's institutional investors.

Of the 925 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. ($1.09M), CWM LLC ($1.06M), and Focus Partners Wealth ($1.02M).

Institutional investors have bought a total of 17,473,199 shares in the last 24 months. This purchase volume represents approximately $5.86B in transactions.

Of the 400 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 ($431.46K), Kovitz Investment Group Partners LLC ($356.53K), and Sanctuary Advisors LLC ($196.77K).

Institutional investors have sold a total of 13,060,325 shares in the last 24 months. This volume of shares sold represents approximately $4.39B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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