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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$252.23 -8.81 (-3.37%)
As of 03:05 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)
468
Total
Institutional Inflows
(last 12 months)
$16.53B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$1.24B
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OEF Institutional Buying and Selling by Quarter

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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
4/16/2025Hilltop Wealth Advisors LLC1,175$318K0.2%N/A0.002%
4/16/2025Twin Peaks Wealth Advisors LLC5,652$1.48M0.7%N/A0.009%
4/15/2025Kelly Financial Services LLC31,245$8.46M2.9%+110.0%0.051%
4/15/2025ForthRight Wealth Management LLC964$261K0.1%-4.7%0.002%
4/15/2025Braun Bostich & Associates Inc.3,155$854K0.6%N/A0.005%
4/15/2025Fifth Third Bancorp2,447,789$662.94M2.5%+3.5%3.974%
4/15/2025Two West Capital Advisors LLC1,004$261K0.2%N/A0.002%
4/15/2025Simon Quick Advisors LLC1,431$388K0.0%+13.6%0.002%
4/15/2025Capital Advisors Ltd. LLC26,208$7.10M0.9%-1.5%0.043%
4/15/2025McKinley Carter Wealth Services Inc.18,658$5.05M0.3%+1.4%0.030%
4/15/2025Focus Financial Network Inc.2,385$646K0.0%+99.9%0.004%
4/15/2025USA Financial Formulas3,161$856K0.1%-8.6%0.005%
4/15/2025My Legacy Advisors LLC8,928$2.42M0.9%+17.2%0.014%
4/15/2025CX Institutional93$25K0.0%N/A0.000%
4/15/2025Parsons Capital Management Inc. RI9,035$2.45M0.1%+9.2%0.015%
4/15/2025Ameliora Wealth Management Ltd.2,845$771K0.3%+38.6%0.005%
4/15/2025Simplicity Wealth LLC4,888$1.32M0.1%N/A0.008%
4/15/2025Wealthcare Advisory Partners LLC2,253$610K0.0%-1.9%0.004%
4/15/2025Signet Financial Management LLC5,428$1.47M0.2%+105.2%0.009%
4/14/2025 Panoramic Capital Partners LLC62,394$16.90M15.8%+1.5%0.101%
4/14/2025 Pallas Capital Advisors LLC8,588$2.33M0.1%-0.6%0.014%
4/14/2025 Farther Finance Advisors LLC40,560$11.01M0.3%+172.3%0.066%
4/14/2025 OLD National Bancorp IN101,001$27.35M0.7%-32.5%0.164%
4/14/2025 Flagship Private Wealth LLC2,416$654K0.3%-2.2%0.004%
4/14/2025 Dentgroup LLC3,425$928K0.7%+26.0%0.006%
4/14/2025 Miracle Mile Advisors LLC4,925$1.33M0.0%-16.4%0.008%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,892$783K0.1%+110.5%0.005%
4/14/2025 ONE Advisory Partners LLC27,548$7.46M3.2%+131.1%0.045%
4/11/2025 Fiduciary Planning LLC32,361$8.76M2.9%-2.6%0.053%
4/11/2025 DKM Wealth Management Inc.2,727$739K0.8%+6.7%0.004%
4/11/2025 Ridgeline Wealth LLC16,245$4.40M3.7%-0.3%0.027%
4/11/2025 Chemistry Wealth Management LLC2,191$593K0.1%-5.9%0.004%
4/11/2025 Verum Partners LLC4,023$1.09M0.3%-6.1%0.007%
4/11/2025 Sovereign Financial Group Inc.3,307$896K0.2%+218.0%0.005%
4/11/2025 Ehrlich Financial Group8,225$2.23M1.6%+203.2%0.013%
4/11/2025 Permanent Capital Management LP1,022$277K0.1%N/A0.002%
4/11/2025 Unique Wealth LLC17,974$4.87M0.9%+813.3%0.029%
4/11/2025 Magnus Financial Group LLC2,162$586K0.1%+30.7%0.004%
4/11/2025 Signal Advisors Wealth LLC1,029$279K0.0%-34.7%0.002%
4/10/2025 Cypress Wealth Services LLC35,008$9.48M1.9%+62.4%0.057%
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4/10/2025 Wealth Group Ltd4,375$1.19M0.3%N/A0.007%
4/10/2025 Beacon Financial Group7,634$2.07M0.2%+24.1%0.013%
4/10/2025 Chronos Wealth Management LLC925$251K0.1%-7.7%0.002%
4/10/2025 GenWealth Group Inc.17,792$4.82M1.1%-0.4%0.029%
4/10/2025 Firethorn Wealth Partners LLC5,954$1.61M0.8%+70.7%0.010%
4/10/2025 Northside Capital Management LLC4,062$1.10M0.2%+4.4%0.007%
4/10/2025 Watershed Private Wealth LLC18,034$4.88M2.0%+200.1%0.030%
4/10/2025 Amplius Wealth Advisors LLC94,418$25.57M2.7%+0.9%0.155%
4/10/2025 Apella Capital LLC1,682$445K0.0%-5.0%0.003%
4/10/2025 Legacy Financial Group LLC13,615$3.69M0.6%N/A0.022%
4/9/2025 RFG Advisory LLC6,249$1.69M0.0%+85.0%0.010%
4/9/2025 Merit Financial Group LLC85,023$23.03M0.3%+19.8%0.139%
4/9/2025 NBC Securities Inc.2,288$619K0.1%+114,300.0%0.004%
4/9/2025 PMG Wealth Management Inc.24,747$6.70M7.1%-1.2%0.041%
4/9/2025 Future Financial Wealth Managment LLC760$206K0.2%-18.1%0.001%
4/9/2025 CenterStar Asset Management LLC2,136$579K0.1%N/A0.004%
4/9/2025 SigFig Wealth Management LLC9,321$2.51M0.1%+948.5%0.015%
4/9/2025 Advance Capital Management Inc.1,064$288K0.0%+34.0%0.002%
4/8/2025 Rhumbline Advisers233$63K0.0%-46.2%0.000%
4/8/2025 Fifth Third Wealth Advisors LLC7,586$2.05M0.1%-4.6%0.012%
4/8/2025 Beese Fulmer Investment Management Inc.1,269$344K0.0%+4.9%0.002%
4/8/2025 Investors Research Corp51,206$13.87M3.0%+6.9%0.084%
4/8/2025 Lantz Financial LLC6,291$1.70M0.5%+206.6%0.010%
4/8/2025 Retirement Wealth Solutions LLC4,928$1.34M1.1%+143.0%0.008%
4/8/2025 Private Client Services LLC26,665$7.22M3.6%+1.0%0.044%
4/8/2025 Global Financial Private Client LLC306$83K0.0%+2,085.7%0.001%
4/7/2025 GAMMA Investing LLC23,021$6.24M0.0%+26,983.5%0.038%
4/7/2025 AdvisorNet Financial Inc1,558$422K0.0%+29.6%0.003%
4/3/2025 Legacy Wealth Management LLC MS1,831$496K0.2%-13.7%0.003%
4/2/2025 Waller Financial Planning Group Inc.790$214K0.1%N/A0.001%
4/2/2025 Global Wealth Strategies & Associates9,032$2.45M0.7%-6.9%0.015%
3/27/2025Milestone Asset Management Group LLC1,514$437K0.4%N/A0.002%
3/24/2025Mascagni Wealth Management Inc.2,095$605K0.5%N/A0.003%
3/18/2025Objective Capital Management LLC18,768$5.42M3.6%-0.3%0.031%
3/17/2025Wealth Enhancement Advisory Services LLC39,192$11.32M0.0%+21.6%0.065%
3/12/2025Wealthedge Investment Advisors LLC7,382$2.13M1.0%N/A0.012%
3/6/2025Copia Wealth Management248$72K0.1%N/A0.000%
3/3/2025Forthright Family Wealth Advisory LLC727$210K0.1%-93.7%0.001%
2/28/2025BridgePort Financial Solutions LLC4,863$1.39M0.6%N/A0.009%
2/26/2025Capital A Wealth Management LLC1,962$567K0.9%N/A0.004%
2/25/2025Heck Capital Advisors LLC235$68K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.7,751$2.24M0.1%-20.1%0.015%
2/25/2025Armis Advisers LLC1,156$334K0.0%N/A0.002%
2/25/2025Integrated Advisors Network LLC1,559$450K0.0%-6.6%0.003%
2/24/2025Great Valley Advisor Group Inc.5,736$1.66M0.0%-1.9%0.011%
2/24/2025Ameriflex Group Inc.372$110K0.1%N/A0.001%
2/22/2025American 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%
2/18/2025Strait & Sound Wealth Management LLC2,312$668K0.3%-1.7%0.005%
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2/18/2025Sunbelt Securities Inc.1,257$365K0.0%+7.3%0.003%
2/18/2025GTS Securities LLC10,497$3.03M0.1%+101.3%0.022%
2/18/2025Fourth Dimension Wealth LLC181$52K0.0%N/A0.000%
2/18/2025JT Stratford LLC8,724$2.52M0.4%+2.9%0.018%
2/18/2025Orion Capital Management LLC195$56K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC874$252K0.0%N/A0.002%
2/18/2025Continuum Advisory LLC34,597$9.99M1.3%+0.5%0.072%
2/18/2025Mpwm Advisory Solutions LLC193$56K0.0%N/A0.000%
2/18/2025Lantern Wealth Advisors LLC1,900$549K0.4%+2.9%0.004%
2/17/2025Vista Investment Management703$203K0.1%N/A0.001%
(Data available from 1/1/2016 forward)

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OEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OEF shares?

During the previous two years, 835 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 ($662.94M), 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 697 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 Fifth Third Bancorp ($495.56K).

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

Institutional investors have bought a total of 69,051,324 shares in the last 24 months. This purchase volume represents approximately $19.02B in transactions.

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

Of the 444 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 8,039,056 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


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This page (NYSEARCA:OEF) was last updated on 4/16/2025 by MarketBeat.com Staff
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