Marshall Wace
IOO icon

Marshall Wace’s iShares Global 100 ETF IOO Stock Holding History

Marshall Wace’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,575
Closed -$2M – 3120
2025
Q2 		$2M Buy
+18,575
New +$1.84M ﹤0.01% 1567
2024
Q3 		– Sell
-6,840
Closed -$661K – 2723
2024
Q2 		$661K Sell
6,840
-16,960
-71% -$1.56M ﹤0.01% 1859
2024
Q1 		$2.13M Buy
+23,800
New +$2.02M ﹤0.01% 1334
2023
Q4 		– Sell
-5,000
Closed -$366K – 2377
2023
Q3 		$366K Sell
5,000
-4,303
-46% -$326K ﹤0.01% 1816
2023
Q2 		$708K Buy
+9,303
New +$679K ﹤0.01% 1860
2022
Q4 		– Sell
-8,216
Closed -$490K – 3166
2022
Q3 		$490K Buy
8,216
+3,516
+75% +$233K ﹤0.01% 2746
2022
Q2 		$301K Buy
+4,700
New +$326K ﹤0.01% 3029
2022
Q1 		– Sell
-1,702
Closed -$133K – 3653
2021
Q4 		$133K Buy
+1,702
New +$129K ﹤0.01% 3303

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's IOO Position: Q3 2025 in Review

Marshall Wace sold out of iShares Global 100 ETF (IOO) in Q3 2025, closing a stake of 18,575 shares — an estimated $2M sold.

Marshall Wace first reported a position in IOO in Q4 2021 and held it in 8 quarters. The position peaked at $2.13M in Q1 2024. 318 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • Marshall Wace reported no remaining iShares Global 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 18,575 iShares Global 100 ETF shares in Q3 2025, an estimated $2M.
  • Marshall Wace first reported a position in iShares Global 100 ETF in Q4 2021 and held it in 8 quarters.
  • Marshall Wace's iShares Global 100 ETF position peaked at $2.13M in Q1 2024.
  • 318 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.