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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
Osaic Holdings
26
Osaic Holdings
Arizona
$17.3M +$1.54M +15,377 +10%
KCM
27
Kaye Capital Management
California
$16.9M -$10K -100 -0.1%
AAS
28
Ameritas Advisory Services
Nebraska
$16.8M +$502K +4,999 +3%
DA
29
Drake & Associates
Wisconsin
$16.8M +$495K +4,925 +3%
SC
30
Scotia Capital
Ontario, Canada
$15.5M -$72.2K -719 -0.5%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$140K +1,396 +0.9%
BFA
32
Beaumont Financial Advisors
Massachusetts
$15.3M -$8.55M -85,123 -36%
AAS
33
Asset Allocation Strategies
Michigan
$15M -$364K -3,629 -2%
Citigroup
34
Citigroup
New York
$14.4M +$1.42M +14,158 +11%
SPC
35
Sigma Planning Corp
Michigan
$14.2M -$2.27M -22,640 -14%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$13.4M +$1.36M +13,556 +11%
FPW
37
Flagship Private Wealth
Massachusetts
$12.1M -$116K -1,158 -1%
KPWS
38
Kestra Private Wealth Services
Texas
$12M +$6.13M +61,050 +106%
TWP
39
Tower Wealth Partners
Pennsylvania
$11.9M -$448K -4,459 -4%
EH
40
Equitable Holdings
New York
$11.7M +$2.12M +21,116 +22%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$11.6M +$825K +8,212 +8%
TCTWM
42
Three Cord True Wealth Management
Pennsylvania
$11.4M +$11.3M +112,664 New
CF
43
Centaurus Financial
California
$11.3M -$29.5K -294 -0.3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$11.2M +$171K +1,705 +2%
TFS
45
Thoroughbred Financial Services
Tennessee
$11.2M +$449K +4,472 +4%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2M +$869K +8,651 +9%
SOS
47
Silver Oak Securities
Tennessee
$10.2M +$2.09M +20,812 +26%
GWS
48
Greykasell Wealth Strategies
California
$9.01M +$8.98M +89,428 New
KWA
49
Kingswood Wealth Advisors
California
$8.97M +$4.19M +41,697 +88%
CAC
50
Certified Advisory Corp
Florida
$8.6M +$144K +1,430 +2%

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.