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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$294.16 -4.77 (-1.60%)
Closing price 02/21/2025 04:10 PM Eastern
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$293.68 -0.48 (-0.16%)
As of 02/21/2025 07:54 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)
448
Total
Institutional Inflows
(last 12 months)
$16.49B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$1.46B
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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
2/22/2025 American Trust2,506$724K0.1%N/A0.005%
2/21/2025Ascent Group LLC7,222$2.09M0.2%-21.9%0.014%
2/20/2025Michels Family Financial LLC833$241K0.2%N/A0.002%
2/18/2025 Strait & Sound Wealth Management LLC2,312$668K0.3%-1.7%0.005%
2/18/2025 Sunbelt Securities Inc.1,257$365K0.0%+7.3%0.003%
2/18/2025 GTS Securities LLC10,497$3.03M0.1%+101.3%0.022%
2/18/2025 Fourth Dimension Wealth LLC181$52K0.0%N/A0.000%
2/18/2025 JT Stratford LLC8,724$2.52M0.4%+2.9%0.018%
2/18/2025 Orion Capital Management LLC195$56K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC874$252K0.0%N/A0.002%
2/18/2025 Continuum Advisory LLC34,597$9.99M1.3%+0.5%0.072%
2/18/2025 Mpwm Advisory Solutions LLC193$56K0.0%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC1,900$549K0.4%+2.9%0.004%
2/17/2025 Vista Investment Management703$203K0.1%N/A0.001%
2/17/2025 Waverly Advisors LLC44,741$12.92M0.2%+32.6%0.093%
2/17/2025 Vivaldi Capital Management LP3,306$968K0.1%-2.5%0.007%
2/17/2025 St. Clair Advisors LLC13,240$3.82M1.1%N/A0.027%
2/17/2025 Two Sigma Investments LP276,400$79.84M0.2%+150.1%0.573%
2/17/2025 Stonebrook Private Inc.4,162$1.20M0.3%+7.2%0.009%
2/17/2025 Royal Bank of Canada153,495$44.34M0.0%+9.9%0.318%
2/17/2025 Redwood Investment Management LLC42,488$12.27M1.2%-7.9%0.088%
2/17/2025 Quantinno Capital Management LP34,852$10.07M0.1%+163.5%0.072%
2/17/2025 Pathstone Holdings LLC101,153$29.22M0.1%+1.6%0.210%
2/17/2025 NorthRock Partners LLC1,675$484K0.0%-3.9%0.003%
2/17/2025 Napa Wealth Management2,259$653K0.3%N/A0.005%
2/17/2025 Millennium Management LLC1,311$379K0.0%-38.7%0.003%
2/17/2025 Guardian Wealth Advisors LLC NC279$81K0.0%+634.2%0.001%
2/17/2025 Geller Advisors LLC40,390$11.67M0.8%+5.0%0.084%
2/17/2025 Focus Partners Wealth20,025$5.78M0.0%+5.9%0.042%
2/17/2025 Family Management Corp15,341$4.43M0.7%+200.3%0.032%
2/17/2025 Fullcircle Wealth LLC2,375$710K0.3%-2.7%0.005%
2/17/2025 EP Wealth Advisors LLC31,429$9.08M0.1%-2.5%0.065%
2/17/2025 CoreCap Advisors LLC284$82K0.0%-61.6%0.001%
2/17/2025 Cresset Asset Management LLC1,137,363$328.53M1.6%-48.5%2.360%
2/17/2025 Cambridge Investment Research Advisors Inc.108,109$31.23M0.1%+13.3%0.224%
2/17/2025 Cetera Investment Advisers81,402$23.51M0.0%+13.0%0.169%
2/17/2025 Captrust Financial Advisors77,240$22.31M0.1%+0.1%0.160%
2/17/2025 Cary Street Partners Financial LLC1,555$449K0.0%N/A0.003%
2/17/2025 Baird Financial Group Inc.4,931$1.42M0.0%+12.6%0.010%
2/17/2025 Benjamin Edwards Inc.2,042$590K0.0%+2.9%0.004%
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2/17/2025 BIP Wealth LLC1,168$337K0.0%+4.2%0.002%
2/17/2025 Ameriprise Financial Inc.254,570$73.52M0.0%+4.9%0.528%
2/17/2025 Aptus Capital Advisors LLC1,681$486K0.0%+74.6%0.003%
2/17/2025 Ancora Advisors LLC45,821$13.24M0.3%+134.4%0.095%
2/17/2025 Accredited Wealth Management LLC890$257K0.2%N/A0.002%
2/14/2025 Mercer Global Advisors Inc. ADV52,613$15.20M0.0%+232.4%0.109%
2/14/2025 LGT Financial Advisors LLC890$257K0.6%+23.1%0.002%
2/14/2025 Comerica Bank11,482$3.32M0.0%-5.0%0.024%
2/14/2025 Lido Advisors LLC2,115$611K0.0%N/A0.004%
2/14/2025 Northern Trust Corp49,024$14.16M0.0%+1.1%0.102%
2/14/2025 Beacon Pointe Advisors LLC5,674$1.64M0.0%+8.9%0.012%
2/14/2025 Tudor Investment Corp ET AL14,615$4.22M0.0%-43.5%0.030%
2/14/2025 Betterment LLC6,016$1.74M0.0%+50.6%0.012%
2/14/2025 SCS Capital Management LLC20,983$6.06M0.1%+0.2%0.044%
2/14/2025 Capital Analysts LLC32,866$9.49M0.4%-0.7%0.068%
2/14/2025 Kovitz Investment Group Partners LLC373,872$107.99M0.4%-0.5%0.776%
2/14/2025 Integrated Wealth Concepts LLC68,591$19.81M0.2%-45.7%0.142%
2/14/2025 Coppell Advisory Solutions LLC291$85K0.0%-19.2%0.001%
2/14/2025 IHT Wealth Management LLC963$278K0.0%-18.1%0.002%
2/14/2025 Creegan & Nassoura Financial Group LLC11,131$3.22M2.2%-2.0%0.023%
2/14/2025 Canal Capital Management LLC31,553$9.11M1.5%-0.7%0.065%
2/14/2025 Stifel Financial Corp58,091$16.78M0.0%+16.0%0.121%
2/14/2025 OneDigital Investment Advisors LLC127,307$36.77M0.4%-4.5%0.264%
2/14/2025 Optivise Advisory Services LLC7,023$2.03M1.1%+15.4%0.015%
2/14/2025 Select Asset Management & Trust69,849$20.18M7.8%-19.2%0.145%
2/14/2025 Tower Research Capital LLC TRC 341$98K0.0%-85.4%0.001%
2/14/2025 WPWealth LLP1,006$291K0.1%-23.7%0.002%
2/14/2025 TD Waterhouse Canada Inc.9,335$2.69M0.0%-19.5%0.019%
2/14/2025 Transatlantique Private Wealth LLC789$228K0.1%-56.1%0.002%
2/14/2025 Transce3nd LLC596$172K0.1%N/A0.001%
2/14/2025 Mcmorgan & Co. LLC22,239$6.42M1.0%-5.9%0.046%
2/14/2025 MML Investors Services LLC62,175$17.96M0.1%+6.0%0.129%
2/14/2025 First Trust Advisors LP2,795$807K0.0%N/A0.006%
2/14/2025 Freedom Investment Management Inc.5,205$1.50M0.1%+347.9%0.011%
2/14/2025 GeoWealth Management LLC41,572$12.01M0.4%+98.3%0.086%
2/14/2025 Commerce Bank16,546$4.78M0.0%+34.7%0.034%
2/14/2025 Concourse Financial Group Securities Inc.2,337$694K0.0%+7.2%0.005%
2/13/2025 Capital Square LLC1,154$344K0.2%+38.0%0.002%
2/13/2025 Demars Financial Group LLC50,716,939$14.65B45.4%+28,231.0%105.222%
2/13/2025 NewEdge Advisors LLC21,986$6.35M0.0%+9.6%0.046%
2/13/2025 Main Street Financial Solutions LLC824$238K0.0%-22.9%0.002%
2/13/2025 Evergreen Capital Management LLC3,911$1.13M0.0%+4.3%0.008%
2/13/2025 Regal Investment Advisors LLC9,148$2.64M0.2%-0.6%0.019%
2/13/2025 United Capital Financial Advisors LLC22,278$6.44M0.1%-3.5%0.046%
2/13/2025 CM Wealth Advisors LLC220,819$63.78M20.9%-12.3%0.458%
2/13/2025 CreativeOne Wealth LLC5,555$1.60M0.0%-2.7%0.012%
2/13/2025 Mariner LLC205,425$59.36M0.1%-0.2%0.426%
2/13/2025 Stone House Investment Management LLC3,506$1.01M0.3%-11.0%0.007%
2/13/2025 Sagespring Wealth Partners LLC7,278$2.10M0.0%N/A0.015%
2/13/2025 Rockefeller Capital Management L.P.50,796$14.67M0.0%+90.4%0.105%
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2/13/2025 Scotia Capital Inc.9,021$2.61M0.0%+2.8%0.019%
2/13/2025 Advisory Services Network LLC18,457$5.33M0.1%-2.5%0.038%
2/13/2025 Renaissance Technologies LLC12,900$3.73M0.0%+222.5%0.027%
2/13/2025 Bank of Montreal Can184,512$53.30M0.0%+2.0%0.383%
2/13/2025 Cerity Partners LLC180,721$52.20M0.1%+13.0%0.375%
2/13/2025 Sierra Summit Advisors LLC808$233K0.0%-38.6%0.002%
2/13/2025 Trek Financial LLC777$224K0.0%N/A0.002%
2/13/2025 Rahlfs Capital LLC6,100$1.76M1.6%N/A0.013%
2/13/2025 Wedbush Securities Inc.15,567$4.50M0.2%-19.1%0.032%
2/13/2025 Envestnet Asset Management Inc.684,408$197.69M0.1%+8.1%1.420%
(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, 816 institutional investors and hedge funds held shares of iShares S&P 100 ETF. The most heavily invested institutionals were Demars Financial Group LLC ($14.65B), Bank of America Corp DE ($980.85M), Fifth Third Bancorp ($682.83M), Jones Financial Companies Lllp ($556.03M), JPMorgan Chase & Co. ($411.06M), Sigma Investment Counselors Inc. ($392.31M), and Cresset Asset Management LLC ($328.53M).Learn more on OEF's institutional investors.

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

Of the 675 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: Demars Financial Group LLC ($50.72M), Envestnet Asset Management Inc. ($3.91M), Sigma Investment Counselors Inc. ($1.42M), CWM LLC ($648.29K), International Assets Investment Management LLC ($610.30K), Envestnet Portfolio Solutions Inc. ($557.56K), and Strategic Financial Concepts LLC ($434.22K).

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

Institutional investors have bought a total of 68,758,154 shares in the last 24 months. This purchase volume represents approximately $18.93B in transactions.

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

Of the 442 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: Cresset Asset Management LLC ($1.10M), CWM LLC ($498.27K), Envestnet Portfolio Solutions Inc. ($496.32K), JPMorgan Chase & Co. ($492.80K), International Assets Investment Management LLC ($373.42K), Park Avenue Securities LLC ($370.79K), 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 8,029,949 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.



This page (NYSEARCA:OEF) was last updated on 2/22/2025 by MarketBeat.com Staff
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