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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
AAS
26
Asset Allocation Strategies
Michigan
$14.7M +$1.02M +10,308 +8%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$14.4M +$220K +2,220 +2%
EH
28
Equitable Holdings
New York
$12.7M -$1.1M -11,067 -9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$12.7M +$8.16M +82,154 +231%
FPW
30
Flagship Private Wealth
Massachusetts
$12.7M -$122K -1,224 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$12.6M -$529K -5,327 -4%
TFS
32
Thoroughbred Financial Services
Tennessee
$11.5M -$1.44M -14,523 -12%
SPC
33
Sigma Planning Corp
Michigan
$11.1M -$674K -6,789 -6%
HI
34
Hudock Inc
Pennsylvania
$11.1M +$2.47M +24,854 +32%
KPWS
35
Kestra Private Wealth Services
Texas
$10.8M -$1.47M -14,788 -13%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8M -$41.5K -418 -0.4%
AAS
37
Ameritas Advisory Services
Nebraska
$10.7M -$6.19M -62,403 -39%
CAC
38
Certified Advisory Corp
Florida
$10.4M +$355K +3,575 +4%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$10.2M -$9.87M -99,394 -51%
KAS
40
Kestra Advisory Services
Texas
$10.2M +$3.15M +31,698 +51%
GWS
41
Greykasell Wealth Strategies
California
$10.1M +$262K +2,641 +3%
ONB
42
Old National Bancorp
Indiana
$10.1M -$6.76M -68,059 -42%
MCC
43
Money Concepts Capital
Florida
$9.5M +$8.75M +88,161 New
Jones Financial Companies
44
Jones Financial Companies
Missouri
$9.25M +$1.17M +11,799 +16%
Mariner
45
Mariner
Kansas
$9.17M +$163K +1,641 +2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$9.08M -$3.54M -35,698 -30%
AIP
47
Alexis Investment Partners
Texas
$9.06M +$213K +2,142 +3%
BA
48
Bluesphere Advisors
Pennsylvania
$8.33M -$90.6K -913 -1%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$7.22M -$82K -826 -1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$7.21M -$52.6K -530 -0.8%

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.