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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
VHAM
301
Van Hulzen Asset Management
California
$7.56K +$7.53K +75 New
DF
302
Dunhill Financial
United Kingdom
$4.8K
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.22K
SIS
304
Sound Income Strategies
Florida
$3.43K
DRP
305
Decker Retirement Planning
Utah
$1.61K +$1.61K +16 New
GWSG
306
GPS Wealth Strategies Group
Colorado
$1.31K
CAL
307
Capital Analysts LLC
Pennsylvania
$1K
EA
308
Evolution Advisers
Virginia
$1K
SAM
309
Synergy Asset Management
Washington
$496 +$502 +5 New
OCM
310
One Capital Management
California
-$22.8M -229,864 Closed
BC
311
Bricktown Capital
Michigan
-$8.85M -89,206 Closed
IAIM
312
International Assets Investment Management
Florida
-$535 -53,051 Closed
ZIMP
313
Zimmermann Investment Management & Planning
Pennsylvania
-$5.1M -51,422 Closed
ACM
314
AlphaStar Capital Management
North Carolina
-$371K -3,737 Closed
EWA
315
Encompass Wealth Advisors
Oregon
-$331K -3,340 Closed
OIA
316
OneDigital Investment Advisors
Kansas
-$290K -2,922 Closed
CPWA
317
Cerro Pacific Wealth Advisors
California
-$257K -2,665 Closed
DAS
318
Diversify Advisory Services
Utah
-$226K -2,237 Closed
NS
319
NBC Securities
Alabama
-$28K -285 Closed
FCAS
320
First Command Advisory Services
Texas
-$7.83K -79 Closed
RDFA
321
Ritter Daniher Financial Advisory
Ohio
-$298 -3 Closed

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.