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iShares Global 100 ETF

308 hedge funds and large institutions have $4.75B invested in iShares Global 100 ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 71

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

12% more funds holding

Funds holding: 274308 (+34)

1.44% more ownership

Funds ownership: 72.69%74.13% (+1.4%)

5% more capital invested

Capital invested by funds: $4.54B → $4.75B (+$208M)

Holders
308
Holders Change
+34
Holders Change %
+12.41%
% of All Funds
4.06%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.22%
New
55
Increased
115
Reduced
71
Closed
12
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
226
Compass Capital Corp
Massachusetts
$294K +$288K +2,865 New
BCM
227
Beaumont Capital Management
Massachusetts
$292K +$55.5K +553 +24%
WAM
228
WFA Asset Management
Wisconsin
$292K +$76.1K +758 +35%
Lido Advisors
229
Lido Advisors
California
$280K +$279K +2,778 New
AF
230
Atala Financial
California
$280K +$279K +2,776 New
MCWS
231
McKinley Carter Wealth Services
West Virginia
$273K -$11.2K -112 -4%
SC
232
Savant Capital
Illinois
$272K -$170K -1,697 -39%
DC
233
Darrow Company
Massachusetts
$270K +$66K +657 +32%
TFF
234
The Family Firm
Maryland
$269K -$1.51K -15 -0.6%
HWM
235
HB Wealth Management
Georgia
$263K +$262K +2,608 New
SAM
236
Silvercrest Asset Management
New York
$259K
CAM
237
Cresset Asset Management
Illinois
$258K
SSWM
238
Strait & Sound Wealth Management
California
$248K -$97.7K -973 -28%
FFWM
239
Future Financial Wealth Management
Ohio
$247K
CIC
240
Carnegie Investment Counsel
Ohio
$245K
M&T Bank
241
M&T Bank
New York
$238K
JIC
242
Joel Isaacson & Co
New York
$229K +$228K +2,273 New
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$226K
DWM
244
Diversify Wealth Management
Utah
$224K +$226K +2,247 New
WCWM
245
Willow Creek Wealth Management
California
$224K
AF
246
Affiance Financial
Minnesota
$222K
AFA
247
Arlington Financial Advisors
California
$219K +$219K +2,177 New
GVAG
248
Great Valley Advisor Group
Delaware
$218K -$14.4K -143 -6%
GIA
249
Guyasuta Investment Advisors
Pennsylvania
$217K
NFC
250
Northstar Financial Companies
Pennsylvania
$211K +$210K +2,093 New

IOO Hedge Fund Activity: Q4 2024 in Review

308 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q4 2024, worth a combined $4.75B — up 4.6% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IOO positions and 12 closed out — a net gain of 43 holders — while 115 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $57.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $49.4M.

  • 308 institutional investors held iShares Global 100 ETF (IOO) as of Q4 2024, up from 274 in Q3 2024.
  • Funds reported $4.75B of iShares Global 100 ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
  • 55 funds opened new iShares Global 100 ETF positions in Q4 2024 and 12 closed out, a net change of +43 holders.
  • The largest iShares Global 100 ETF buyer in Q4 2024 was BlackRock, an estimated $57.6M added.
  • The largest iShares Global 100 ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2024.