iShares S&P 500 ex S&P 100 ETF
XOEF
3 hedge funds and large institutions have $10.4M invested in iShares S&P 500 ex S&P 100 ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less capital invested
Capital invested by funds: $11.1M → $10.4M (-$727K)
10.4% less ownership
Funds ownership: 77.31% → 66.91% (-10%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$7.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$811K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $10.3M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $31.1K | -$811K | -31,671 | -96% |
|
|
CWP
3
Concord Wealth Partners
Abingdon,
Virginia
| $7.13K | +$7.07K | +276 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$1.36K | -53 | Closed |
|
XOEF Hedge Fund Activity: Q4 2025 in Review
3 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 ex S&P 100 ETF (XOEF) for Q4 2025, worth a combined $10.4M — down 6.5% from $11.1M a quarter earlier.
Fund positioning in XOEF was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Concord Wealth Partners, opening a new position worth an estimated $7.07K. The largest seller was Tower Research Capital (TRC), cutting an estimated $811K.
- 3 institutional investors held iShares S&P 500 ex S&P 100 ETF (XOEF) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $10.4M of iShares S&P 500 ex S&P 100 ETF stock for Q4 2025, down 6.5% quarter-over-quarter.
- 1 fund opened new iShares S&P 500 ex S&P 100 ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest iShares S&P 500 ex S&P 100 ETF buyer in Q4 2025 was Concord Wealth Partners, an estimated $7.07K added.
- The largest iShares S&P 500 ex S&P 100 ETF seller in Q4 2025 was Tower Research Capital (TRC), an estimated $811K sold.
Based on aggregated 13F filings for Q4 2025.