ISHARES S&P 100 ETF (OEF) Institutional Ownership Changes & 13F Activity
ISHARES S&P 100 ETF (OEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Beacon Pointe Advisors, Llc, Integrated Wealth Concepts Llc, Empowered Funds, Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Sell | -315 | -15.5% | 1,712 | $654.00 | Q3 2026 | Oct 02, 2026 |
| Global Wealth Strategies & Associates | Sell | -224 | -2.8% | 7,871 | $3.01M | Q3 2026 | Oct 02, 2026 |
| First Citizens Financial Corp | Sell | -21 | -2.2% | 920 | $351.51K | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -317,295 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -3,232 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,438 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Sell | -25 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,084 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -64 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -980 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -103,797 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -3,046 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Sell | -23,553 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Sell | -38,989 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Sell | -951 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Jackson Wealth Management, Llc | Sell | -4,497 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -70,912 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -28,998 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -7,724 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Resolute Wealth Advisor, Inc. | Sell | -1,542 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -179 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -173,639 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Henson-Edgewater Management, Llc | Sell | -6,009 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -5,252 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -1,831 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -199 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -194 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -133 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -100 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -78,274 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about OEF activity
Which institutional owners are buying OEF?
Institutional owners buying OEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OEF activity?
"Buy" means an investor increased their reported position in OEF compared to the prior reporting period. This reflects growing exposure to ISHARES S&P 100 ETF (OEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OEF increasing?
Institutional interest in OEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.