Inst. Holders
50 funds
OE
OEF
ISHARES TR
$384.88 ▲ +0.87%
Prev close $381.5515 New Institutional Positions16 Institutional Exits
Snapshot
The big-picture read on OEF right now — valuation, ownership and activity at a glance.
Inst. Value
$9.8B
Inst. Activity
15 buys / 16 sells
SEC Reports
1
Price chart 30d +1.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: OEF — 0.2M shares, 6,028 trades
Week starting 2026-09-07. Total ATS volume: 198,066 shares across 6,028 trades.
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
1,838,021 shares ($672.5M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Focus Partners Wealth — TRIM
429,435 shares ($157.1M)
Six major institutional investors accumulated a net $2.33B in OEF (iShares S&P 100 ETF) during Q3 2025, driven overwhelm
INST-CLUSTER — Impact 5/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: OEF — 0.2M shares, 6,028 trades
Week starting 2026-09-07. Total ATS volume: 198,066 shares across 6,028 trades.
Aug 31, 2026
dark_pool
Dark Pool: OEF — 0.2M shares, 6,792 trades
Week starting 2026-08-31. Total ATS volume: 209,440 shares across 6,792 trades.
Aug 24, 2026
dark_pool
Dark Pool: OEF — 0.3M shares, 7,371 trades
Week starting 2026-08-24. Total ATS volume: 274,713 shares across 7,371 trades.
Aug 17, 2026
dark_pool
Dark Pool: OEF — 0.2M shares, 7,158 trades
Week starting 2026-08-17. Total ATS volume: 233,901 shares across 7,158 trades.
Aug 14, 2026
ftd
FTD: OEF — 5,589 shares ($2.1M) failed to deliver
Settlement: 20260814, Price: $383.80, FTD Value: $2,145,058.2, ISHARES S&P 100 ETF
Institutional ownership
Which big funds own OEF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.8B total value (26,754,750 shares) as of 2026-Q2. Top holders: BANK, FIFTH, JONES. Net selling activity: 16 institutions trimmed/exited vs 15 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6,905,297 | $2.5B | 25.9% | — |
| FIFTH THIRD BANCORP | 2,568,553 | $939.8M | 9.6% | — |
| JONES FINANCIAL COMPANIES LLLP | 2,381,659 | $851.7M | 8.7% | — |
| MORGAN STANLEY | 1,838,021 | $672.5M | 6.9% | ADD +43.3% |
| JPMORGAN CHASE & CO | 1,610,763 | $583.9M | 6.0% | TRIM -40.7% |
| GOLDMAN SACHS GROUP INC | 1,131,870 | $414.1M | 4.2% | — |
| LPL Financial LLC | 1,010,763 | $369.8M | 3.8% | TRIM -73.2% |
| WELLS FARGO & COMPANY/MN | 823,462 | $301.3M | 3.1% | — |
| Cresset Asset Management, LLC | 796,223 | $291.3M | 3.0% | — |
| UBS Group AG | 660,714 | $241.7M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,282,727 | 1,838,021 | +43.3% | $672.5M |
| Focus Partners Wealth | TRIM | 1,039,893 | 429,435 | -58.7% | $157.1M |
| MAI Capital Management | DOUBLED | 9,925 | 411,508 | +4046.2% | $150.6M |
| AMERIPRISE FINANCIAL INC | TRIM | 366,926 | 266,483 | -27.4% | $97.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 275,763 | 188,118 | -31.8% | $68.8M |
| Beacon Pointe Advisors, LLC | DOUBLED | 15,183 | 173,639 | +1043.6% | $63.5M |
| ROYAL BANK OF CANADA | TRIM | 226,754 | 149,836 | -33.9% | $54.8M |
| NewEdge Advisors, LLC | TRIM | 94,356 | 50,754 | -46.2% | $18.6M |
| Pinnacle Financial Partners, Inc. | ADD | 25,509 | 42,881 | +68.1% | $15.7M |
| STIFEL FINANCIAL CORP | ADD | 24,459 | 40,223 | +64.5% | $14.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OEF.
Shares short
62,193
Settlement Sep 15, 2026
Change vs prior
+24.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All OEF filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026