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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
BA
51
Bluesphere Advisors
Pennsylvania
$8.24M -$72.3K -720 -0.9%
AIP
52
Alexis Investment Partners
Texas
$8.13M +$8.06M +80,297 New
Mariner
53
Mariner
Kansas
$8.08M +$151K +1,507 +2%
GIA
54
Gladstone Institutional Advisory
Florida
$7.56M +$4.78M +47,578 +174%
KAS
55
Kestra Advisory Services
Texas
$7.53M +$3.2M +31,903 +75%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$7.28M +$953K +9,496 +15%
VA
57
Valmark Advisers
Ohio
$7.22M +$6.33M +63,022 +731%
CWM
58
Connecticut Wealth Management
Connecticut
$7.13M -$53.5K -533 -0.7%
UWM
59
USAdvisors Wealth Management
Minnesota
$6.8M -$292K -2,909 -7%
DWM
60
Dogwood Wealth Management
Kansas
$5.95M +$1.05M +10,469 +22%
Capital International Investors
61
Capital International Investors
California
$5.61M +$3.4M +33,873 +158%
HCWM
62
Hidden Cove Wealth Management
Washington
$5.44M +$5.42M +54,029 New
HI
63
Hudock Inc
Pennsylvania
$5.44M +$54.6K +544 +1%
MWM
64
Meridian Wealth Management
Kentucky
$5.31M +$1.16M +11,595 +28%
CAL
65
Capital Advisors Ltd
Ohio
$5.22M -$12K -120 -0.2%
IWC
66
Integrated Wealth Concepts
Massachusetts
$5.21M +$780K +7,767 +18%
MFG
67
Merit Financial Group
Georgia
$4.91M +$4.89M +48,725 New
PAG
68
Private Advisor Group
New Jersey
$4.89M -$407K -4,057 -8%
SEIA
69
Signature Estate & Investment Advisors
California
$4.88M +$100K +1,000 +2%
1WA
70
180 Wealth Advisors
Washington
$4.6M -$59.7K -595 -1%
WF
71
Whelan Financial
California
$4.59M +$110K +1,096 +2%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.42M +$1.96M +19,517 +80%
NFSG
73
Newbridge Financial Services Group
Florida
$4.34M +$564K +5,619 +15%
FA
74
Fagan Associates
New York
$4.31M -$32.5K -324 -0.8%
AI
75
Atria Investments
North Carolina
$4.3M +$91.8K +914 +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.