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iShares S&P 100 ETF (OEF) Institutional Ownership

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$243.74
+3.51 (+1.46%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
414
Total
Institutional Inflows
(last 12 months)
$2.85B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$797.21M
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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
5/4/2024Beacon Bridge Wealth Partners LLC2,024$501K0.2%-53.5%0.004%
5/4/2024Csenge Advisory Group11,363$2.81M0.2%-28.9%0.024%
5/3/2024Signaturefd LLC174,364$43.14M0.9%-1.5%0.366%
5/3/2024RIA Advisory Group LLC19,151$4.74M1.9%N/A0.040%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,470$859K0.1%-91.0%0.007%
5/3/2024Comprehensive Financial Consultants Institutional Inc.8,000$1.98M0.8%+3.4%0.017%
5/3/2024Liberty Wealth Management LLC5,387$1.33M0.3%-80.0%0.011%
5/3/2024Whittier Trust Co.1,024$253K0.0%-39.8%0.002%
5/2/2024Mutual Advisors LLC8,209$2.03M0.1%-54.0%0.017%
5/2/2024Fidelis Capital Partners LLC2,311$572K0.1%-2.8%0.005%
5/2/2024Choreo LLC29,147$7.21M0.2%-0.9%0.061%
5/2/2024 Moloney Securities Asset Management LLC846$209K0.0%-9.1%0.002%
5/2/2024 Palisade Asset Management LLC1,817$450K0.0%+17.5%0.004%
5/1/2024 Janney Montgomery Scott LLC22,184$5.49M0.0%-90.1%0.047%
5/1/2024 Blue Trust Inc.2,744$679K0.0%+5.0%0.006%
5/1/2024 Concourse Financial Group Securities Inc.2,182$540K0.0%-86.2%0.005%
5/1/2024 Mission Wealth Management LP2,562$634K0.0%+7.2%0.005%
5/1/2024 Lineweaver Wealth Advisors LLC50,312$12.47M3.0%+6.1%0.105%
5/1/2024 Diversify Advisory Services LLC1,696$419K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC26,483$6.55M0.0%-22.3%0.056%
4/30/2024 J.W. Cole Advisors Inc.21,866$5.41M0.3%+1.3%0.046%
4/30/2024 Culbertson A N & Co. Inc.21,110$5.22M0.9%-0.9%0.044%
4/30/2024 HB Wealth Management LLC23,738$5.87M0.1%+0.9%0.050%
4/30/2024 SpiderRock Advisors LLC4,767$1.16M0.0%N/A0.010%
4/30/2024 True Vision MN LLC1,854$448K0.3%-76.0%0.004%
4/30/2024 Caprock Group LLC831$206K0.0%N/A0.002%
4/30/2024 Perigon Wealth Management LLC5,556$1.38M0.0%-59.8%0.012%
4/30/2024 Mayflower Financial Advisors LLC19,349$4.79M0.4%-21.6%0.041%
4/30/2024 SkyOak Wealth LLC2,125$526K0.1%-3.7%0.004%
4/30/2024 Stock Yards Bank & Trust Co.51,149$12.66M0.4%-1.8%0.107%
4/29/2024Commonwealth Equity Services LLC156,924$38.83M0.1%-24.2%0.329%
4/29/2024 Benjamin F. Edwards & Company Inc.1,756$434K0.0%-4.3%0.004%
4/29/2024 Forthright Family Wealth Advisory LLC13,902$3.44M2.3%+7.7%0.029%
4/29/2024 RWA Wealth Partners LLC8,575$2.12M0.0%+3.8%0.018%
4/29/2024 HighMark Wealth Management LLC1,619$400K0.2%-2.7%0.003%
4/26/2024 Pinnacle Associates Ltd.5,795$1.43M0.0%-1.1%0.012%
4/26/2024 McGuire Investment Group LLC821$203K0.0%N/A0.002%
4/26/2024 BLB&B Advisors LLC3,527$873K0.0%-4.0%0.007%
4/26/2024 RCS Financial Planning LLC3,979$984K0.6%-49.7%0.008%
4/26/2024 YHB Investment Advisors Inc.155$38K0.0%N/A0.000%
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4/26/2024 McKinley Carter Wealth Services Inc.19,739$4.88M0.3%-8.7%0.042%
4/26/2024 Quantum Financial Advisors LLC181,782$44.98M7.9%N/A0.384%
4/26/2024 Mesirow Financial Investment Management Inc.2,612$646K0.0%N/A0.006%
4/26/2024 MONECO Advisors LLC71,637$17.72M2.9%+12.9%0.151%
4/26/2024 Sigma Investment Counselors Inc.1,237,262$306.11M16.7%N/A2.616%
4/26/2024 Tritonpoint Wealth LLC1,062$263K0.0%-21.0%0.002%
4/25/2024 Cardinal Strategic Wealth Guidance22,000$5.44M2.0%-46.0%0.047%
4/25/2024 W Advisors LLC25,103$6.21M4.3%-10.0%0.053%
4/25/2024 TNF LLC1,456$349K0.1%-90.1%0.003%
4/25/2024 Schnieders Capital Management LLC2,817$697K0.1%-2.2%0.006%
4/25/2024 Smith Chas P & Associates PA Cpas1,160$287K0.0%-23.9%0.002%
4/25/2024 Simplex Trading LLC1,392$344K0.0%+47.8%0.003%
4/25/2024 Aaron Wealth Advisors LLC828$205K0.0%-10.6%0.002%
4/25/2024 Summit Financial LLC10,416$2.58M0.2%-0.4%0.022%
4/25/2024 Cambridge Investment Research Advisors Inc.61,427$15.20M0.1%-28.7%0.130%
4/24/2024 1900 Wealth Management LLC1,946$481K0.0%-13.4%0.004%
4/24/2024 Fulcrum Equity Management4,790$1.19M1.4%N/A0.010%
4/24/2024 Demars Financial Group LLC168,563$41.70M20.5%+2.9%0.356%
4/24/2024 Dakota Wealth Management77,698$19.22M0.5%-41.8%0.164%
4/24/2024 SOL Capital Management CO4,185$1.04M0.1%+2.4%0.009%
4/24/2024 Simplicity Wealth LLC1,114$276K0.0%-79.3%0.002%
4/24/2024 Spire Wealth Management4,592$1.14M0.0%-59.1%0.010%
4/24/2024 First Pacific Financial117,354$29.04M8.1%-1.3%0.248%
4/24/2024 Essex Financial Services Inc.890$220K0.0%N/A0.002%
4/24/2024 West Branch Capital LLC607$150K0.1%-8.6%0.001%
4/23/2024 Bell Bank822$203K0.0%N/A0.002%
4/23/2024 Canal Capital Management LLC32,973$8.16M1.4%-3.3%0.070%
4/23/2024 Global Retirement Partners LLC2,589$641K0.0%-20.6%0.005%
4/23/2024 Rational Advisors LLC2,263$560K0.1%N/A0.005%
4/23/2024 Nations Financial Group Inc. IA ADV1,119$277K0.0%-12.0%0.002%
4/23/2024 Gradient Investments LLC445$110K0.0%-32.6%0.001%
4/23/2024 Fifth Third Bancorp2,299,700$568.97M2.2%+5.7%4.862%
4/23/2024 McAdam LLC12,693$3.14M0.2%-3.1%0.027%
4/23/2024 Strategic Blueprint LLC8,002$1.98M0.1%-65.1%0.017%
4/23/2024 Raymond James Financial Services Advisors Inc.236,641$58.55M0.1%-5.4%0.500%
4/23/2024 Sutton Place Investors LLC2,714$671K0.3%-31.9%0.006%
4/22/2024 Harbour Trust & Investment Management Co76,319$18.88M2.4%-2.2%0.161%
4/22/2024 PFG Investments LLC10,921$2.70M0.2%+26.8%0.023%
4/22/2024 Oakworth Capital Inc.156,490$38.72M2.9%-35.6%0.331%
4/22/2024 Parsons Capital Management Inc. RI6,416$1.59M0.1%+8.1%0.014%
4/22/2024 Horst & Graben Wealth Management LLC3,856$954K0.2%-87.4%0.008%
4/22/2024 Raymond James & Associates61,656$15.25M0.0%-9.2%0.130%
4/22/2024 Arthur M. Cohen & Associates LLC870$215K0.0%N/A0.002%
4/22/2024Ashton Thomas Private Wealth LLC2,571$636K0.0%-10.3%0.005%
4/19/2024 FORVIS Wealth Advisors LLC4,636$1.15M0.0%-2.7%0.010%
4/19/2024 OMNI 360 Wealth Inc.1,139$282K0.2%-35.9%0.002%
4/19/2024 Carret Asset Management LLC29,497$7.30M0.9%-1.6%0.062%
4/18/2024 Measured Wealth Private Client Group LLC17,941$4.44M1.6%-2.5%0.038%
4/18/2024 Dixon Mitchell Investment Counsel Inc.450$111K0.0%N/A0.001%
4/18/2024 Capital Advisors Ltd. LLC25,241$6.25M0.8%+2.8%0.053%
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4/18/2024 Claro Advisors LLC1,850$458K0.1%-2.3%0.004%
4/18/2024 Financial Life Advisors22,516$5.57M2.3%+11.7%0.048%
4/18/2024 Oliver Luxxe Assets LLC3,024$748K0.2%-14.1%0.006%
4/18/2024 RHS Financial LLC2,980$737K0.4%+56.4%0.006%
4/18/2024 Seneca House Advisors1,291$319K0.1%-6.4%0.003%
4/18/2024 WJ Wealth Management LLC46,112$11.41M4.5%-10.6%0.097%
4/17/2024 Founders Financial Securities LLC7,191$1.78M0.2%+2.9%0.015%
4/17/2024 Vicus Capital113,322$28.04M2.5%-0.7%0.240%
4/16/2024 Webster Bank N. A.5,052$1.25M0.1%+18.1%0.011%
4/16/2024 Firethorn Wealth Partners LLC4,437$1.10M0.6%-60.8%0.009%
(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, 670 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Bank of America Corp DE ($980.85M), Envestnet Asset Management Inc. ($875.60M), Fifth Third Bancorp ($568.97M), Jones Financial Companies Lllp ($421.59M), JPMorgan Chase & Co. ($353.91M), Sigma Investment Counselors Inc. ($306.11M), and Cresset Asset Management LLC ($269.85M).Learn more on OEF's institutional investors.

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

Of the 567 institutional investors that purchased iShares S&P 100 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.03M), Aaron Wealth Advisors LLC ($1.27M), Sigma Investment Counselors Inc. ($1.24M), JPMorgan Chase & Co. ($1.06M), CWM LLC ($648.51K), Fifth Third Bancorp ($598.09K), and Envestnet Portfolio Solutions Inc. ($554.92K).

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

Institutional investors have bought a total of 18,285,154 shares in the last 24 months. This purchase volume represents approximately $3.86B in transactions.

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

Of the 337 institutional investors that sold iShares S&P 100 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($1.27M), CFS Investment Advisory Services LLC ($980.44K), JPMorgan Chase & Co. ($524.34K), CWM LLC ($476.60K), Park Avenue Securities LLC ($368.43K), Legacy Advisors LLC ($358.65K), and Jones Financial Companies Lllp ($350.72K).

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

Institutional investors have sold a total of 7,792,815 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions.


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This page (NYSEARCA:OEF) was last updated on 5/5/2024 by MarketBeat.com Staff

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