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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
MCM
251
Mainstay Capital Management
Michigan
$208K +$208K +2,068 New
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$202K +$201K +2,000 New
MIM
253
Marco Investment Management
Georgia
$202K +$201K +2,000 New
SCA
254
Stonebridge Capital Advisors
Minnesota
$202K +$201K +2,000 New
BIM
255
Breakwater Investment Management
Washington
$201K
CFB
256
Cullen/Frost Bankers
Texas
$184K +$183K +1,825 New
PS
257
Principal Securities
Iowa
$159K +$2.11K +21 +1%
AF
258
Allworth Financial
California
$152K -$18.7K -186 -11%
TFGT
259
TS Financial Group (TSFG)
Illinois
$151K
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$143K +$5.62K +56 +4%
S
261
SignatureFD
Georgia
$129K +$1.61K +16 +1%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$120K +$402 +4 +0.3%
WTC
263
WhitTier Trust Company
Nevada
$120K
HNW
264
High Note Wealth
Minnesota
$110K +$109K +1,090 New
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$108K +$107K +1,068 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$101K
WI
267
Wintrust Investments
Illinois
$86K +$6.53K +65 +8%
PFA
268
Pillar Financial Advisors
Kentucky
$85.2K +$84.8K +845 New
BTI
269
Blue Trust Inc
Georgia
$80.6K
HNB
270
Huntington National Bank
Ohio
$77.7K
SFA
271
Semmax Financial Advisors
North Carolina
$68.1K +$301 +3 +0.5%
TCM
272
TD Capital Management
Tennessee
$59.6K +$301 +3 +0.5%
PFM
273
Phillips Financial Management
Indiana
$58.5K -$46.4K -462 -44%
IWP
274
IAG Wealth Partners
Wisconsin
$53.5K -$31.6K -315 -37%
GWS
275
Glassman Wealth Services
Virginia
$44.9K

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.