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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$294.46 +2.25 (+0.77%)
Closing price 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)
434
Total
Institutional Inflows
(last 12 months)
$3.12B
Number of
Institutional Sellers
(last 12 months)
297
Total
Institutional Outflows
(last 12 months)
$1.07B
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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
1/21/2025Flagship Harbor Advisors LLC1,309$378K0.0%+16.4%0.003%
1/21/2025CFS Investment Advisory Services LLC10,406$3.01M0.3%-1.3%0.022%
1/21/2025Grimes & Company Inc.2,354$680K0.0%+2.0%0.005%
1/21/2025Geneos Wealth Management Inc.217$63K0.0%+274.1%0.000%
1/21/2025Dynamic Advisor Solutions LLC7,326$2.12M0.1%+15.6%0.015%
1/21/2025Fifth Third Bancorp2,363,968$682.83M2.5%-0.1%4.904%
1/21/2025Firethorn Wealth Partners LLC3,488$1.01M0.5%-3.9%0.007%
1/21/2025RFG Advisory LLC3,378$976K0.0%+5.4%0.007%
1/21/2025ONE Advisory Partners LLC11,920$3.44M1.5%-1.8%0.025%
1/21/2025TABR Capital Management LLC40,537$11.71M10.3%N/A0.084%
1/21/2025Cornerstone Wealth Management LLC1,080$312K0.0%-9.4%0.002%
1/17/2025 Avior Wealth Management LLC879$254K0.0%+109.3%0.002%
1/17/2025 Adirondack Trust Co.5,385$1.56M0.6%-1.4%0.011%
1/17/2025 Mutual Advisors LLC6,929$2.00M0.1%+1.5%0.014%
1/17/2025 Traynor Capital Management Inc.941$272K0.0%-8.4%0.002%
1/17/2025 Janney Montgomery Scott LLC23,527$6.80M0.0%+5.3%0.049%
1/17/2025 Daymark Wealth Partners LLC755$218K0.0%-14.7%0.002%
1/17/2025 Finley Financial LLC8,075$2.35M1.2%N/A0.017%
1/17/2025 Melfa Wealth Management Inc.1,050$303K0.2%-4.4%0.002%
1/17/2025 Dakota Wealth Management100,780$29.11M0.7%+9.4%0.209%
1/17/2025 Aspire Private Capital LLC1,190$344K0.1%+48.0%0.002%
1/17/2025 Atomi Financial Group Inc.808$233K0.0%N/A0.002%
1/16/2025 Culbertson A N & Co. Inc.18,649$5.39M0.9%-10.3%0.039%
1/16/2025 Amplius Wealth Advisors LLC93,555$27.02M2.8%+2.9%0.194%
1/16/2025 Harbor Investment Advisory LLC409$118K0.0%+386.9%0.001%
1/16/2025 Diversify Advisory Services LLC3,422$978K0.1%+64.8%0.007%
1/16/2025 My Legacy Advisors LLC7,619$2.22M0.9%-3.1%0.016%
1/16/2025 Lbmc Investment Advisors LLC697$201K0.0%N/A0.001%
1/16/2025 Kelly Financial Services LLC14,879$4.30M1.3%-1.4%0.031%
1/15/2025 GenWealth Group Inc.17,869$5.16M1.2%-8.6%0.037%
1/15/2025 Aaron Wealth Advisors LLC1,382$399K0.0%+66.9%0.003%
1/15/2025 Ameritas Advisory Services LLC5,178$1.50M0.1%+37.2%0.011%
1/15/2025 HB Wealth Management LLC23,525$6.80M0.1%+0.4%0.049%
1/15/2025 Hubbell Strickland Wealth Management LLC709$205K0.1%N/A0.001%
1/15/2025 Arthur M. Cohen & Associates LLC1,056$305K0.1%+21.0%0.002%
1/15/2025 Retirement Wealth Solutions LLC2,028$579K0.5%N/A0.004%
1/15/2025 Merit Financial Group LLC70,978$20.50M0.4%+805.0%0.147%
1/15/2025 Wealthcare Advisory Partners LLC2,297$663K0.0%+58.0%0.005%
1/15/2025 First Pacific Financial108,988$31.48M7.3%-2.6%0.226%
1/15/2025 Client First Capital LLC31,801$9.19M4.7%+9.6%0.066%
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1/15/2025 Certified Advisory Corp4,822$1.39M0.2%+28.0%0.010%
1/15/2025 Fermata Advisors LLC1,569$453K0.1%N/A0.003%
1/15/2025 Cypress Wealth Services LLC21,559$6.23M1.3%-1.4%0.045%
1/15/2025 Carnegie Investment Counsel39,288$11.35M0.3%+4.3%0.082%
1/14/2025 Financial Enhancement Group LLC94,826$27.07M4.1%N/A0.197%
1/14/2025 RMR Wealth Builders9,113$2.63M0.3%N/A0.019%
1/14/2025 USA Financial Formulas3,459$999K0.2%-5.9%0.007%
1/14/2025 Roble Belko & Company Inc33,416$9.65M1.5%+0.2%0.069%
1/14/2025 Rockingstone Advisors LLC700$202K0.1%-6.7%0.001%
1/14/2025 Park Avenue Securities LLC58,163$16.80M0.2%+7.7%0.121%
1/14/2025 Fifth Third Wealth Advisors LLC7,950$2.30M0.1%+263.3%0.016%
1/14/2025 Affinity Capital Advisors LLC35,853$10.39M2.0%+6.1%0.074%
1/14/2025 Quantum Financial Advisors LLC217,539$62.84M8.8%N/A0.451%
1/14/2025 Signal Advisors Wealth LLC1,577$456K0.1%-2.9%0.003%
1/13/2025 Unique Wealth LLC1,968$568K0.1%N/A0.004%
1/13/2025 First Financial Corp IN488$141K0.1%-55.5%0.001%
1/13/2025 Pallas Capital Advisors LLC8,642$2.50M0.1%-2.8%0.018%
1/13/2025 Miracle Mile Advisors LLC5,891$1.70M0.0%+9.0%0.012%
1/13/2025 Elevated Capital Advisors LLC1,123$324K0.1%-10.1%0.002%
1/13/2025 Claro Advisors LLC2,849$823K0.1%-1.6%0.006%
1/13/2025 Brookstone Capital Management1,305$377K0.0%+27.3%0.003%
1/10/2025 RMR Wealth Builders9,113$2.63M0.3%N/A0.019%
1/10/2025 Wealth Enhancement Advisory Services LLC32,367$8.96M0.0%+0.4%0.067%
1/10/2025 Watts Gwilliam & Co. LLC1,486$430K0.1%-3.2%0.003%
1/8/2025 Private Client Services LLC26,389$7.62M4.1%+4.7%0.055%
1/8/2025 International Assets Investment Management LLC1,451$418K0.0%-99.6%0.003%
1/7/2025 One Wealth Capital Management LLC3,167$915K0.5%N/A0.007%
1/7/2025 Diversified Trust Co2,593$749K0.0%+1.7%0.005%
1/6/2025 Ridgeline Wealth LLC16,287$4.70M3.8%N/A0.034%
1/6/2025 Advance Capital Management Inc.794$229K0.0%N/A0.002%
1/6/2025 Oliver Luxxe Assets LLC2,408$695K0.1%-2.2%0.005%
1/6/2025 Legacy Wealth Management LLC MS2,122$613K0.2%+182.9%0.004%
1/3/2025 Dentgroup LLC2,718$785K0.6%+9.3%0.006%
1/3/2025 First Citizens Financial Corp2,528$730K0.4%+2.7%0.005%
12/26/2024JPMorgan Chase & Co.1,494,935$413.74M0.0%+0.9%3.102%
12/13/2024B. Riley Wealth Advisors Inc.9,706$2.68M0.1%+2.0%0.020%
12/12/2024 Legacy Wealth Management LLC MS750$208K0.1%N/A0.002%
12/11/2024Alternative Investment Advisors LLC.20,414$5.65M3.0%+2.1%0.042%
12/9/2024Forthright Family Wealth Advisory LLC11,535$3.41M2.1%-17.6%0.024%
11/27/2024Franklin Resources Inc.24,810$6.99M0.0%-1.9%0.051%
11/25/2024Wilmington Savings Fund Society FSB708$196K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC1,375$381K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC149,500$42.89M0.3%-2.0%0.310%
11/22/2024Stock Yards Bank & Trust Co.46,072$12.75M0.4%-8.4%0.096%
11/21/2024 Tudor Financial Inc.3,363$931K0.6%N/A0.007%
11/19/2024M&T Bank Corp76,069$21.05M0.1%-2.1%0.158%
11/18/2024Soltis Investment Advisors LLC856$237K0.0%+4.9%0.002%
11/18/2024Arete Wealth Advisors LLC1,722$477K0.0%-55.7%0.004%
11/18/2024Coldstream Capital Management Inc.3,567$987K0.0%+3.0%0.007%
11/18/2024Strait & Sound Wealth Management LLC2,353$651K0.3%+36.8%0.005%
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11/18/2024JDM Financial Group LLC100$28K0.0%-45.9%0.000%
11/15/2024High Falls Advisors Inc7,382$2.04M0.5%+24.6%0.015%
11/15/2024M&T Bank Corp76,069$21.05M0.1%-2.1%0.158%
11/15/2024Continuum Advisory LLC34,440$9.91M1.2%+1.1%0.071%
11/15/2024Peloton Wealth Strategists13,333$3.69M1.5%-6.3%0.028%
11/15/2024MML Investors Services LLC58,649$16.23M0.1%-18.2%0.122%
11/15/2024Orion Portfolio Solutions LLC8,691$2.41M0.1%-3.7%0.018%
11/15/2024EP Wealth Advisors LLC32,224$8.92M0.1%+815.5%0.067%
11/15/2024Kovitz Investment Group Partners LLC375,620$103.38M0.7%+8,529.0%0.779%
11/15/2024Two Sigma Advisers LP47,800$13.23M0.0%-25.3%0.099%
(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, 732 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), Fifth Third Bancorp ($682.83M), Jones Financial Companies Lllp ($421.59M), JPMorgan Chase & Co. ($413.74M), Sigma Investment Counselors Inc. ($392.31M), Cresset Asset Management LLC ($269.85M), and Ieq Capital LLC ($219.53M).Learn more on OEF's institutional investors.

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

Of the 605 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. ($4.05M), Sigma Investment Counselors Inc. ($1.42M), CWM LLC ($648.51K), International Assets Investment Management LLC ($610.30K), Envestnet Portfolio Solutions Inc. ($557.34K), Fifth Third Bancorp ($549.01K), and JPMorgan Chase & Co. ($451.30K).

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

Institutional investors have bought a total of 17,426,509 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

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

Of the 399 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: CWM LLC ($498.27K), Envestnet Portfolio Solutions Inc. ($496.32K), JPMorgan Chase & Co. ($420.97K), International Assets Investment Management LLC ($373.42K), Park Avenue Securities LLC ($370.79K), Legacy Advisors LLC ($358.65K), and Osaic Holdings Inc. ($326.40K).

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

Institutional investors have sold a total of 6,827,146 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.



This page (NYSEARCA:OEF) was last updated on 1/21/2025 by MarketBeat.com Staff
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