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iShares S&P 100 ETF (OEF) Institutional Ownership

iShares S&P 100 ETF logo
$291.15 +2.76 (+0.96%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for iShares S&P 100 ETF (NYSEARCA:OEF)

Number of
Institutional Buyers
(last 12 months)
447
Total
Institutional Inflows
(last 12 months)
$3.08B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$965.18M
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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
12/13/2024 B. 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%
12/11/2024 Alternative Investment Advisors LLC.20,414$5.65M3.0%+2.1%0.042%
12/9/2024 Forthright Family Wealth Advisory LLC11,535$3.41M2.1%-17.6%0.024%
11/27/2024 Franklin Resources Inc.24,810$6.99M0.0%-1.9%0.051%
11/25/2024 Wilmington Savings Fund Society FSB708$196K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC1,375$381K0.0%N/A0.003%
11/25/2024 Sanctuary Advisors LLC149,500$42.89M0.3%-2.0%0.310%
11/22/2024 Stock 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%
11/19/2024 M&T Bank Corp76,069$21.05M0.1%-2.1%0.158%
11/18/2024 Soltis Investment Advisors LLC856$237K0.0%+4.9%0.002%
11/18/2024 Arete Wealth Advisors LLC1,722$477K0.0%-55.7%0.004%
11/18/2024 Coldstream Capital Management Inc.3,567$987K0.0%+3.0%0.007%
11/18/2024 Strait & Sound Wealth Management LLC2,353$651K0.3%+36.8%0.005%
11/18/2024 JDM Financial Group LLC100$28K0.0%-45.9%0.000%
11/15/2024 High Falls Advisors Inc7,382$2.04M0.5%+24.6%0.015%
11/15/2024 M&T Bank Corp76,069$21.05M0.1%-2.1%0.158%
11/15/2024 Continuum Advisory LLC34,440$9.91M1.2%+1.1%0.071%
11/15/2024 Peloton Wealth Strategists13,333$3.69M1.5%-6.3%0.028%
11/15/2024 MML Investors Services LLC58,649$16.23M0.1%-18.2%0.122%
11/15/2024 Orion Portfolio Solutions LLC8,691$2.41M0.1%-3.7%0.018%
11/15/2024 EP Wealth Advisors LLC32,224$8.92M0.1%+815.5%0.067%
11/15/2024 Kovitz Investment Group Partners LLC375,620$103.38M0.7%+8,529.0%0.779%
11/15/2024 Two Sigma Advisers LP47,800$13.23M0.0%-25.3%0.099%
11/15/2024 Stifel Financial Corp50,083$13.86M0.0%+1.1%0.104%
11/15/2024 Quantinno Capital Management LP13,227$3.66M0.0%+205.2%0.027%
11/15/2024 Redwood Investment Management LLC46,108$12.76M1.1%N/A0.096%
11/15/2024 IHT Wealth Management LLC1,176$325K0.0%+9.1%0.002%
11/15/2024 Integrated Wealth Concepts LLC126,344$34.97M0.4%+20.9%0.262%
11/15/2024 Hollow Brook Wealth Management LLC3,754$1.04M0.3%-5.4%0.008%
11/15/2024 Ascent Group LLC9,249$2.56M0.2%+18.8%0.019%
11/15/2024 Benjamin Edwards Inc.1,985$549K0.0%N/A0.004%
11/14/2024 Flow Traders U.S. LLC3,744$1.04M0.1%-66.0%0.008%
11/14/2024 Rockefeller Capital Management L.P.26,673$7.38M0.0%+13.4%0.055%
11/14/2024 Hantz Financial Services Inc.177$49K0.0%+96.7%0.000%
11/14/2024 Financial Counselors Inc.1,487$412K0.0%N/A0.003%
11/14/2024 Stone House Investment Management LLC3,938$1.09M0.2%+3.9%0.008%
11/14/2024 True Vision MN LLC1,731$479K0.3%+2.8%0.004%
11/14/2024 CreativeOne Wealth LLC5,710$1.58M0.1%+9.3%0.012%
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11/13/2024 Freedom Investment Management Inc.1,162$322K0.0%N/A0.002%
11/13/2024 Townsquare Capital LLC6,296$1.74M0.0%+1.7%0.013%
11/13/2024 FMR LLC170,380$47.15M0.0%-0.3%0.353%
11/13/2024 D.A. Davidson & CO.23,596$6.53M0.1%+2.4%0.049%
11/13/2024 Bank of Montreal Can180,904$49.82M0.0%-1.3%0.375%
11/13/2024 Capital Square LLC836$231K0.1%N/A0.002%
11/13/2024 Private Trust Co. NA388$107K0.0%-60.2%0.001%
11/13/2024 Brown Brothers Harriman & Co.52,778$14.61M0.1%+0.7%0.109%
11/13/2024Fisher Asset Management LLC64,619$17.88M0.0%-5.2%0.134%
11/12/2024 Capital Investment Counsel LLC12,949$3.58M0.6%+252.8%0.027%
11/12/2024 SevenBridge Financial Group LLC776$225K0.0%N/A0.002%
11/12/2024 Centaurus Financial Inc.534$148K0.0%-9.5%0.001%
11/12/2024 Crewe Advisors LLC933$258K0.0%+53.5%0.002%
11/12/2024Larson Financial Group LLC245$68K0.0%-87.8%0.001%
11/12/2024 Kingsview Wealth Management LLC5,515$1.53M0.0%+22.0%0.011%
11/12/2024 Cerity Partners LLC159,901$44.25M0.1%+390.5%0.332%
11/12/2024 Optivise Advisory Services LLC6,086$1.68M0.9%N/A0.013%
11/12/2024 Great Valley Advisor Group Inc.5,845$1.62M0.0%N/A0.012%
11/12/2024 Certified Advisory Corp3,766$1.04M0.1%+68.9%0.008%
11/12/2024 Stonebrook Private Inc.3,882$1.07M0.3%-57.3%0.008%
11/12/2024 Meridian Wealth Management LLC983$272K0.0%N/A0.002%
11/12/2024 Nwam LLC7,730$2.14M0.1%N/A0.016%
11/12/2024 Icon Wealth Advisors LLC34,596$9.58M0.4%+181.2%0.072%
11/12/2024 CFS Investment Advisory Services LLC10,548$2.92M0.2%+23.8%0.022%
11/12/2024 Citigroup Inc.189,592$52.47M0.0%+9.4%0.393%
11/12/2024 Raymond James Trust N.A.1,177$326K0.0%+37.2%0.002%
11/12/2024 Investors Research Corp45,819$12.68M2.8%+6.7%0.095%
11/9/2024 LPL Financial LLC684,864$189.54M0.1%+3.8%1.421%
11/8/2024 Citizens Financial Group Inc. RI2,229$617K0.0%-12.8%0.005%
11/8/2024 Darwin Wealth Management LLC8,186$2.27M0.6%N/A0.017%
11/8/2024 First Horizon Advisors Inc.1,902$527K0.0%+3.1%0.004%
11/8/2024 Commerce Bank12,288$3.40M0.0%-0.3%0.025%
11/8/2024 PNC Financial Services Group Inc.484,616$134.12M0.1%+3.3%1.005%
11/8/2024 Fifth Third Wealth Advisors LLC2,188$606K0.0%+2.6%0.005%
11/8/2024 Prospera Financial Services Inc3,680$1.02M0.0%-1.9%0.008%
11/7/2024 Caprock Group LLC734$203K0.0%-13.0%0.002%
11/7/2024 Elm Partners Management LLC1,960$542K0.0%N/A0.004%
11/7/2024 Wharton Business Group LLC26,689$7.39M0.3%-6.8%0.055%
11/7/2024 Islay Capital Management LLC250$69K0.0%-19.4%0.001%
11/7/2024 MAI Capital Management5,565$1.54M0.0%-7.8%0.012%
11/7/2024 AMG National Trust Bank10,549$2.92M0.1%-13.5%0.022%
11/7/2024 Theory Financial LLC3,366$926K0.3%+26.4%0.007%
11/7/2024 EQ LLC2,165$599K0.3%-3.1%0.004%
11/7/2024 MB Generational Wealth LLC51,532$14.26M10.3%+0.2%0.107%
11/7/2024 Thrivent Financial for Lutherans23,525$6.51M0.0%+71.2%0.049%
11/7/2024 Claro Advisors LLC2,895$801K0.1%+56.5%0.006%
11/6/2024 Mill Creek Capital Advisors LLC3,761$1.04M0.0%-3.0%0.008%
11/6/2024 KPP Advisory Services LLC9,287$2.57M0.6%-18.9%0.019%
11/6/2024 RIA Advisory Group LLC19,758$5.47M1.9%N/A0.041%
11/6/2024 Natixis Advisors LLC27,283$7.55M0.0%+10.4%0.057%
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11/6/2024 TSA Wealth Managment LLC34,695$9.60M3.9%+2.0%0.072%
11/6/2024 KCM Investment Advisors LLC6,764$1.87M0.1%-1.1%0.014%
11/6/2024 Signature Estate & Investment Advisors LLC15,120$4.19M0.1%+2.0%0.031%
11/6/2024 OneDigital Investment Advisors LLC133,267$36.88M0.4%+3.9%0.276%
11/6/2024 MeadowBrook Investment Advisors LLC522$144K0.1%-10.0%0.001%
11/6/2024 Huntington National Bank22,508$6.23M0.0%-6.8%0.047%
11/5/2024 Aptus Capital Advisors LLC963$267K0.0%+111.6%0.002%
11/5/2024 Prime Capital Investment Advisors LLC5,239$1.45M0.0%-1.5%0.011%
11/5/2024 Verus Capital Partners LLC11,548$3.20M0.3%+0.8%0.024%
11/5/2024 GSA Capital Partners LLP808$224K0.0%-51.6%0.002%
(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, 723 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 ($619.20M), Jones Financial Companies Lllp ($421.59M), Sigma Investment Counselors Inc. ($392.31M), JPMorgan Chase & Co. ($353.91M), 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 596 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. ($438.06K).

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

Institutional investors have bought a total of 16,953,199 shares in the last 24 months. This purchase volume represents approximately $3.83B in transactions.

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

Of the 391 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), Park Avenue Securities LLC ($370.79K), Legacy Advisors LLC ($358.65K), Osaic Holdings Inc. ($326.40K), and Oakworth Capital Inc. ($256.01K).

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

Institutional investors have sold a total of 6,475,405 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.



This page (NYSEARCA:OEF) was last updated on 12/22/2024 by MarketBeat.com Staff
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