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iShares Global 100 ETF

321 hedge funds and large institutions have $4.49B invested in iShares Global 100 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

4% more funds holding

Funds holding: 308321 (+13)

0.17% less ownership

Funds ownership: 74.13%73.96% (-0.17%)

5% less capital invested

Capital invested by funds: $4.75B → $4.49B (-$260M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 105

88% less call options, than puts

Call options by funds: $318K | Put options by funds: $2.73M

Holders
321
Holders Change
+13
Holders Change %
+4.22%
% of All Funds
4.3%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
38
Increased
84
Reduced
105
Closed
23
Calls
$318K
Puts
$2.73M
Net Calls
-$2.42M
Net Calls Change
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
26
Old National Bancorp
Indiana
$15.6M -$5.13M -50,800 -24%
SC
27
Scotia Capital
Ontario, Canada
$15.2M +$330K +3,270 +2%
Citigroup
28
Citigroup
New York
$14.3M +$615K +6,083 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$14.2M -$645K -6,384 -4%
BFA
30
Beaumont Financial Advisors
Massachusetts
$13.9M -$799K -7,905 -5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$12.6M -$163K -1,613 -1%
EH
32
Equitable Holdings
New York
$12.4M +$1.31M +13,001 +11%
AAS
33
Asset Allocation Strategies
Michigan
$12.2M -$1.9M -18,847 -13%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$11.8M +$799K +7,904 +7%
TCTWM
35
Three Cord True Wealth Management
Pennsylvania
$11.8M +$993K +9,829 +9%
TFS
36
Thoroughbred Financial Services
Tennessee
$11.6M +$967K +9,569 +9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$11.6M +$858K +8,493 +8%
FPW
38
Flagship Private Wealth
Massachusetts
$11.4M -$89K -881 -0.7%
TWP
39
Tower Wealth Partners
Pennsylvania
$11.4M -$1.11K -11 -0%
CF
40
Centaurus Financial
California
$11.2M +$336K +3,326 +3%
KPWS
41
Kestra Private Wealth Services
Texas
$11.1M -$331K -3,272 -3%
SPC
42
Sigma Planning Corp
Michigan
$10.6M -$3.12M -30,836 -22%
SOS
43
Silver Oak Securities
Tennessee
$9.89M +$233K +2,310 +2%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.71M -$60.5K -599 -0.6%
CAC
45
Certified Advisory Corp
Florida
$8.93M +$750K +7,419 +9%
GWS
46
Greykasell Wealth Strategies
California
$8.78M +$173K +1,710 +2%
Mariner
47
Mariner
Kansas
$8.04M +$335K +3,315 +4%
AIP
48
Alexis Investment Partners
Texas
$7.9M +$180K +1,782 +2%
Jane Street
49
Jane Street
New York
$7.86M +$8.25M +81,626 New
BA
50
Bluesphere Advisors
Pennsylvania
$7.53M -$354K -3,508 -4%

IOO Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q1 2025, worth a combined $4.49B — down 5.5% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IOO positions and 23 closed out — a net gain of 15 holders — while 84 added to existing stakes and 105 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $110M. The largest seller was Waddell & Associates, cutting an estimated $68.3M.

  • 321 institutional investors held iShares Global 100 ETF (IOO) as of Q1 2025, up from 308 in Q4 2024.
  • Funds reported $4.49B of iShares Global 100 ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Global 100 ETF positions in Q1 2025 and 23 closed out, a net change of +15 holders.
  • The largest iShares Global 100 ETF buyer in Q1 2025 was Annex Advisory Services, an estimated $110M added.
  • The largest iShares Global 100 ETF seller in Q1 2025 was Waddell & Associates, an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2025.