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iShares Global 100 ETF

323 hedge funds and large institutions have $4.9B invested in iShares Global 100 ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 125 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $4.49B → $4.9B (+$409M)

1% more funds holding

Funds holding: 321323 (+2)

0.3% more ownership

Funds ownership: 73.96%74.26% (+0.3%)

31% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 125

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.07M

Holders
323
Holders Change
+2
Holders Change %
+0.62%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
31
Increased
86
Reduced
125
Closed
24
Calls
Puts
$3.07M
Net Calls
-$3.07M
Net Calls Change
-$656K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
301
JNBA Financial Advisors
Minnesota
$19.2K
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.7K +$16.3K +164 New
AUB
303
Atlantic Union Bankshares
Virginia
$16.8K +$15.5K +156 New
NEWAS
304
N.E.W. Advisory Services
Wisconsin
$16.8K
DJSG
305
D.J. St. Germain
Massachusetts
$15.1K +$8.14K +82 +141%
IWP
306
IAG Wealth Partners
Wisconsin
$12.4K -$41.3K -416 -78%
AP
307
Atwood & Palmer
Missouri
$11.9K
Lazard Asset Management
308
Lazard Asset Management
New York
$11K -$94.4K -951 -90%
TCOT
309
Trust Company of Toledo
Ohio
$10.7K +$9.83K +99 New
IBOK
310
Independence Bank of Kentucky
Kentucky
$9.7K
CWM
311
Copia Wealth Management
Oregon
$9.49K
CPBTD
312
Central Pacific Bank - Trust Division
Hawaii
$8.63K
WOSD
313
WFA of San Diego
California
$7.81K +$7.15K +72 New
HWP
314
Highline Wealth Partners
California
$6.04K +$5.56K +56 New
MSG
315
Main Street Group
Virginia
$5.54K
NMG
316
New Millennium Group
Utah
$5.5K -$893 -9 -15%
DF
317
Dunhill Financial
United Kingdom
$5.14K -$99 -1 -2%
FFC
318
First Financial Corp
Indiana
$4.53K -$8.24K -83 -66%
IWM
319
Inlight Wealth Management
Georgia
$2.37K
EA
320
Evolution Advisers
Virginia
$2K
DRP
321
Decker Retirement Planning
Utah
$1.73K
Simplex Trading
322
Simplex Trading
Illinois
$1K +$993 +10 New
CAL
323
Capital Analysts LLC
Pennsylvania
$1K +$1.19K +12 New
TRCT
324
Tower Research Capital (TRC)
New York
$539 -$695 -7 -58%
BFA
325
Beaumont Financial Advisors
Massachusetts
-$13.9M -144,213 Closed

IOO Hedge Fund Activity: Q2 2025 in Review

323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2025, worth a combined $4.9B — up 9.1% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IOO positions and 24 closed out — a net gain of 7 holders — while 86 added to existing stakes and 125 trimmed.

The largest buyer was Annex Advisory Services, adding an estimated $33.4M. The largest seller was Creative Financial Designs, cutting an estimated $35.7M.

  • 323 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $4.9B of iShares Global 100 ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 31 funds opened new iShares Global 100 ETF positions in Q2 2025 and 24 closed out, a net change of +7 holders.
  • The largest iShares Global 100 ETF buyer in Q2 2025 was Annex Advisory Services, an estimated $33.4M added.
  • The largest iShares Global 100 ETF seller in Q2 2025 was Creative Financial Designs, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2025.