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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alternative Investment Advisors, Llc., Hsbc Holdings Plc, Lynch Investment Planning, Llc, Independent Financial Group, Llc, and Barnes Wealth Management Group, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -26 | -1.3% | 1,966 | $674.28K | Q4 2025 | Oct 27, 2026 |
| Dakota Wealth Management | Sell | -1,258 | -9.2% | 12,414 | $4.26M | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Buy | +81 | +5.8% | 1,469 | $504.00 | Q4 2025 | Aug 26, 2026 |
| Verus Capital Partners, Llc | Buy | +943 | +4.5% | 22,083 | $7.57M | Q4 2025 | Jul 09, 2026 |
| Cadia Private Client Llc | Buy | +942 | — | 942 | $323.08K | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +13,633 | +86.2% | 29,443 | $10.10M | Q4 2025 | May 15, 2026 |
| Westco Advisory Services Inc | Buy | +1,095 | — | 1,095 | $375.55K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +623 | — | 623 | $213.74K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +2,854 | — | 2,854 | $978.70K | Q4 2025 | May 07, 2026 |
| Capital Squared Financial Llc | Buy | +3 | +0.3% | 933 | $319.84K | Q4 2025 | Apr 17, 2026 |
| Capital Investment Management, Inc. | Buy | +6,047 | — | 6,047 | $2.07M | Q4 2025 | Apr 10, 2026 |
| Unify Financial Advisors | Buy | +4,990 | — | 4,990 | $1.71M | Q4 2025 | Apr 08, 2026 |
| Capital Asset Managemnet, Llc | Buy | +6,116 | — | 6,116 | $2.16M | Q4 2025 | Apr 07, 2026 |
| Northavenue Llc | Buy | +45 | — | 45 | $15.52K | Q4 2025 | Apr 02, 2026 |
| Beacon Financial Group | Buy | +6,525 | — | 6,525 | $2.24M | Q4 2025 | Apr 01, 2026 |
| Bison Wealth, Llc | Buy | +1,045 | — | 1,045 | $332.01K | Q4 2025 | Mar 24, 2026 |
| Dutch Asset Corp | Buy | +639 | — | 639 | $219.00K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +15,260 | — | 15,260 | $5.23M | Q4 2025 | Mar 06, 2026 |
| Rehmann Capital Advisory Group | Buy | +587 | — | 587 | $201.32K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +132 | — | 132 | $45.37K | Q4 2025 | Mar 04, 2026 |
| Nwf Advisory Services Inc. | Buy | +7,915 | — | 7,915 | $2.71M | Q4 2025 | Mar 03, 2026 |
| Integrated Wealth Management | Buy | +4,735 | — | 4,735 | $1.62M | Q4 2025 | Mar 03, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +691 | — | 691 | $237.20K | Q4 2025 | Feb 27, 2026 |
| Bdfs Capital Llc | Buy | +1,802 | — | 1,802 | $618.15K | Q4 2025 | Feb 26, 2026 |
| Anchor Investment Management, Llc | Buy | +64 | — | 64 | $21.95K | Q4 2025 | Feb 26, 2026 |
| Alternative Investment Advisors, Llc. | Buy | +23,596 | — | 23,596 | $8.09M | Q4 2025 | Feb 24, 2026 |
| Lynch Investment Planning, Llc | Buy | +13,796 | — | 13,796 | $4.73M | Q4 2025 | Feb 24, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +11,916 | — | 11,916 | $4.09M | Q4 2025 | Feb 24, 2026 |
| Stone Wealth Partners | Buy | +1,842 | — | 1,842 | $631.75K | Q4 2025 | Feb 24, 2026 |
| Chelsea Counsel Co | Buy | +3 | — | 3 | $1.03K | Q4 2025 | Feb 24, 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.