Who Owns XOEF?
iShares S&P 500 ex S&P 100 ETF — Institutional Ownership & 13F Holdings
$28.31
+0.05 (+0.17%)
Market Cap
$19.0M
Shares Outstanding
671,211
Institutional Holders
2
Total Inst. Value
$1.7M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
0
Closed Positions
0
Increased
1
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ATLAS CAPITAL ADVISORS INC. | $1.7M | 95,497 |
| 2 | Sierra Capital LLC | $35K | 5,387,621 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sierra Capital LLC | +762K | $35K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ATLAS CAPITAL ADVISORS INC. | -345 | $1.7M |
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Frequently Asked Questions
How many institutional investors hold XOEF?
As of Q1 2025, 2 institutional investors report holding XOEF (iShares S&P 500 ex S&P 100 ETF) in their 13F filings.
Which hedge fund owns the most XOEF?
The largest institutional holder of XOEF is ATLAS CAPITAL ADVISORS INC. with $1.7M in shares.
Are institutions buying or selling XOEF?
This quarter, 0 institutions opened new positions in XOEF and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.