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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$307.18 -6.37 (-2.03%)
Closing price 08/1/2025 04:10 PM Eastern
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$307.17 -0.01 (0.00%)
As of 08/1/2025 07:39 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)
594
Total
Institutional Inflows
(last 12 months)
$20.15B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$16.57B
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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
8/1/2025Milestone Asset Management Group LLC1,182$360K0.3%-21.9%0.002%
8/1/2025Ferguson Shapiro LLC8,827$2.69M0.9%-17.8%0.013%
8/1/2025Providence First Trust Co9,698$2.95M1.0%-5.6%0.014%
8/1/2025Capital Investment Counsel LLC8,209$2.50M0.4%-45.3%0.012%
8/1/2025GWN Securities Inc.755$241K0.0%-8.6%0.001%
8/1/2025Liberty Wealth Management LLC27,230$8.29M1.3%+33.7%0.040%
8/1/2025Transcend Capital Advisors LLC3,483$1.06M0.1%+15.8%0.005%
8/1/2025Brookwood Investment Group LLC3,893$1.19M0.2%+133.0%0.006%
8/1/2025Ashton Thomas Private Wealth LLC6,988$2.13M0.1%-0.9%0.010%
8/1/2025Envestnet Asset Management Inc.5,889,620$1.79B0.5%+43.6%8.655%
7/31/2025 Atlatl Advisers LLC1,593$485K0.2%+12.2%0.002%
7/31/2025 VestGen Investment Management1,109$338K0.2%+33.0%0.002%
7/31/2025 Strait & Sound Wealth Management LLC4,695$1.43M0.6%+10.0%0.007%
7/31/2025 Interchange Capital Partners LLC3,878$1.18M0.3%+53.6%0.006%
7/31/2025 Brighton Jones LLC4,405$1.34M0.0%+1.9%0.006%
7/31/2025 TSA Wealth Managment LLC53,043$16.14M5.9%+14.0%0.078%
7/31/2025 BIP Wealth LLC1,046$318K0.0%-4.3%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC2,015$614K0.0%+122.7%0.003%
7/31/2025 Northstar Asset Management Inc.1,397$425K0.1%-19.2%0.002%
7/31/2025 DDD Partners LLC714$217K0.0%N/A0.001%
7/31/2025 Opus Capital Group LLC6,657$2.03M0.2%N/A0.010%
7/31/2025 Carnegie Investment Counsel39,469$12.01M0.2%+2.5%0.058%
7/30/2025 KPP Advisory Services LLC7,804$2.38M0.4%+11.4%0.011%
7/30/2025 Strategic Blueprint LLC33,917$10.32M0.5%+57.8%0.050%
7/30/2025 Freedom Investment Management Inc.5,164$1.57M0.1%+12.3%0.008%
7/30/2025 Caliber Wealth Management LLC KS1,441$439K0.0%N/A0.002%
7/30/2025 Onyx Bridge Wealth Group LLC34,644$10.54M1.4%-23.1%0.051%
7/30/2025 Brookstone Capital Management18,494$5.63M0.1%+48.8%0.027%
7/30/2025 D.A. Davidson & CO.24,577$7.48M0.1%+0.9%0.036%
7/30/2025 DecisionMap Wealth Management LLC727$221K0.2%N/A0.001%
7/30/2025 LGT Financial Advisors LLC2,691$820K2.1%+25.3%0.004%
7/30/2025 Avidian Wealth Enterprises LLC2,247$684K0.0%+34.5%0.003%
7/30/2025 Bogart Wealth LLC92$28K0.0%+217.2%0.000%
7/30/2025 Demars Financial Group LLC99,504$30.28M11.6%-99.8%0.146%
7/30/2025 Fiduciary Planning LLC30,426$9.26M3.1%-6.0%0.045%
7/30/2025 Crewe Advisors LLC973$296K0.0%+4.3%0.001%
7/29/2025 Elevation Capital Advisory LLC38,444$11.70M4.7%+48.9%0.056%
7/29/2025 Stephens Inc. AR4,661$1.42M0.0%-1.0%0.007%
7/29/2025 Madison Wealth Partners Inc4,407$1.34M0.3%+7.3%0.006%
7/29/2025 Mezzasalma Advisors LLC8,385$2.55M0.8%+12.2%0.012%
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7/29/2025 Swmg LLC21,012$6.62M2.2%+106.4%0.031%
7/29/2025 Signature Estate & Investment Advisors LLC17,075$5.20M0.1%+8.1%0.025%
7/29/2025 Quotient Wealth Partners LLC14,038$4.27M0.1%-9.3%0.021%
7/29/2025 Koshinski Asset Management Inc.776$236K0.0%N/A0.001%
7/29/2025 Foster & Motley Inc.716$218K0.0%-24.1%0.001%
7/29/2025 Stratos Wealth Partners LTD.16,409$4.99M0.1%+330.8%0.024%
7/29/2025 Stratos Wealth Advisors LLC700$213K0.0%-33.3%0.001%
7/29/2025 Private Trust Co. NA1,573$479K0.0%+49.7%0.002%
7/29/2025 Two West Capital Advisors LLC2,124$667K0.4%+111.6%0.003%
7/29/2025 Roof Eidam Maycock Peralta LLC45,059$13.71M3.4%-3.9%0.066%
7/29/2025 Hourglass Capital LLC1,200$365K0.1%-45.0%0.002%
7/29/2025 Horst & Graben Wealth Management LLC20,074$6.11M1.0%+51.3%0.029%
7/28/2025 Turtle Creek Wealth Advisors LLC1,683$512K0.1%N/A0.002%
7/28/2025 WealthPlan Investment Management LLC8,884$2.70M0.2%N/A0.013%
7/28/2025 Pettinga Financial Advisors LLC25,442$7.74M1.7%+1.3%0.037%
7/28/2025 RCS Financial Planning LLC8,037$2.45M1.2%+17.6%0.012%
7/28/2025 Patten & Patten Inc. TN59,170$18.01M1.2%-11.7%0.087%
7/28/2025 Uptick Partners LLC5,747$1.75M0.5%+9.6%0.008%
7/28/2025 Interchange Capital Partners LLC376$114K0.1%-85.1%0.001%
7/28/2025 Mutual Advisors LLC15,061$4.73M0.1%+20.7%0.022%
7/28/2025 Harbour Investments Inc.645$196K0.0%+55.4%0.001%
7/28/2025 Cypress Wealth Services LLC41,973$12.77M2.3%+19.9%0.062%
7/28/2025 Sagespring Wealth Partners LLC27,345$8.32M0.1%-87.3%0.040%
7/28/2025 Harbour Trust & Investment Management Co81,381$24.77M2.7%+0.2%0.120%
7/28/2025 RFG Advisory LLC6,879$2.09M0.0%+10.1%0.010%
7/28/2025 Perfromance Wealth Partners LLC726$221K0.0%N/A0.001%
7/25/2025 NorthRock Partners LLC2,784$847K0.0%+68.7%0.004%
7/25/2025 Atria Wealth Solutions Inc.38,370$11.69M0.3%-35.9%0.056%
7/25/2025 Envestnet Portfolio Solutions Inc.543,312$165.36M0.6%+32.9%0.799%
7/25/2025 Sequoia Financial Advisors LLC2,859$870K0.0%+10.2%0.004%
7/25/2025 Lion Street Advisors LLC1,344$409K0.1%N/A0.002%
7/25/2025 MGO One Seven LLC8,736$2.66M0.1%N/A0.013%
7/25/2025 ONE Advisory Partners LLC36,067$11.28M3.7%+30.9%0.053%
7/25/2025 Cypress Capital Group695$212K0.0%N/A0.001%
7/25/2025 Wells Financial Advisors INC696$212K0.3%N/A0.001%
7/25/2025 Leith Wheeler Investment Counsel Ltd.166,692$50.73M3.0%+13,791.0%0.245%
7/25/2025 Midwest Capital Advisors LLC21,945$6.68M3.5%+66.1%0.032%
7/25/2025 CWM LLC511,639$155.72M0.5%+23.2%0.752%
7/25/2025 Means Investment CO. Inc.9,918$3.02M0.3%N/A0.015%
7/25/2025 Vanguard Personalized Indexing Management LLC1,199$365K0.0%N/A0.002%
7/25/2025 Sovereign Financial Group Inc.3,370$1.03M0.2%+1.9%0.005%
7/25/2025 Concurrent Investment Advisors LLC15,663$4.77M0.1%+22.5%0.023%
7/25/2025 Johnson Investment Counsel Inc.21,573$6.57M0.1%-1.4%0.032%
7/25/2025 Apollon Wealth Management LLC14,420$4.39M0.1%+22.8%0.021%
7/25/2025 Fifth Third Wealth Advisors LLC44,832$13.65M0.6%+491.0%0.066%
7/25/2025 Natural Investments LLC1,826$555K0.1%N/A0.003%
7/24/2025 JFS Wealth Advisors LLC5,529$1.68M0.1%-4.9%0.008%
7/24/2025 JB Capital LLC191,196$58.19M2.8%+56.4%0.281%
7/24/2025 Blue Trust Inc.27,965$8.51M0.1%+30.9%0.041%
7/24/2025 Robertson Stephens Wealth Management LLC44,654$13.59M0.4%+11.6%0.066%
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7/24/2025 Endeavor Private Wealth Inc.10,181$3.10M1.5%+55.6%0.015%
7/24/2025 Certus Wealth Management LLC13,318$4.05M2.6%+24.8%0.020%
7/24/2025 Cyndeo Wealth Partners LLC3,894$1.19M0.1%-47.3%0.006%
7/24/2025 Pinion Investment Advisors LLC4,955$1.51M0.5%N/A0.007%
7/24/2025 McKinley Carter Wealth Services Inc.31,803$9.68M0.5%+70.5%0.047%
7/24/2025 Callan Family Office LLC4,330$1.32M0.0%-5.8%0.006%
7/24/2025 Blair William & Co. IL21,981$6.69M0.0%-0.3%0.032%
7/24/2025 Capital Advisors Ltd. LLC25,384$7.73M1.0%-3.1%0.037%
7/24/2025 US Bancorp DE94,402$28.73M0.0%+23.5%0.139%
7/23/2025 Fulton Breakefield Broenniman LLC21,104$6.42M0.4%-0.6%0.031%
(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, 906 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.79B), Fifth Third Bancorp ($816.31M), JPMorgan Chase & Co. ($551.62M), Jones Financial Companies Lllp ($533.13M), LPL Financial LLC ($487.20M), Sigma Investment Counselors Inc. ($392.31M), and Goldman Sachs Group Inc. ($310.37M).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 762 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 ($50.72M), Envestnet Asset Management Inc. ($9.11M), Sigma Investment Counselors Inc. ($1.42M), LPL Financial LLC ($1.21M), Envestnet Portfolio Solutions Inc. ($1.03M), CWM LLC ($1.03M), and Focus Partners Wealth ($744.53K).

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

Institutional investors have bought a total of 70,371,656 shares in the last 24 months. This purchase volume represents approximately $20.15B in transactions.

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

Of the 376 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 ($50.62M), Cresset Asset Management LLC ($1.27M), International Assets Investment Management LLC ($373.42K), OLD National Bancorp IN ($316.90K), Sagespring Wealth Partners LLC ($188.51K), Jones Financial Companies Lllp ($129.97K), and Altus Wealth Management LLC ($117.52K).

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

Institutional investors have sold a total of 54,711,095 shares in the last 24 months. This volume of shares sold represents approximately $16.57B in transactions.



This page (NYSEARCA:OEF) was last updated on 8/2/2025 by MarketBeat.com Staff
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