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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
NFSG
51
Newbridge Financial Services Group
Florida
$6.21M +$409K +4,117 +8%
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.93M -$349K -3,512 -6%
CAL
53
Capital Advisors Ltd
Ohio
$5.43M -$49.6K -500 -1%
AssetMark Inc
54
AssetMark Inc
California
$5.32M -$170K -1,716 -3%
CF
55
Centaurus Financial
California
$5.32M -$6.61M -66,558 -57%
SEIA
56
Signature Estate & Investment Advisors
California
$5.3M -$8.34K -84 -0.2%
SOS
57
Silver Oak Securities
Tennessee
$5.27M -$5.35M -53,909 -52%
BBHC
58
Brown Brothers Harriman & Co
New York
$4.88M
KWA
59
Kingswood Wealth Advisors
California
$4.85M -$221K -2,229 -5%
PAG
60
Private Advisor Group
New Jersey
$4.77M +$159K +1,602 +4%
1WA
61
180 Wealth Advisors
Washington
$4.65M -$94.6K -953 -2%
FA
62
Fagan Associates
New York
$4.43M -$78.8K -794 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$4.35M
JP Morgan Chase
64
JP Morgan Chase
New York
$4.21M -$26.7K -269 -0.7%
MWM
65
Meridian Wealth Management
Kentucky
$4.16M -$1.98M -19,926 -34%
PWM
66
Perigon Wealth Management
California
$4.09M -$43.7K -440 -1%
WF
67
Whelan Financial
California
$4.04M -$804K -8,096 -18%
TPWM
68
Twelve Points Wealth Management
Massachusetts
$4.01M +$3.69M +37,217 New
GIA
69
Gladstone Institutional Advisory
Florida
$3.79M -$3.19M -32,117 -48%
BWAM
70
Boyd Watterson Asset Management
Ohio
$3.74M
CWM
71
Connecticut Wealth Management
Connecticut
$3.72M -$12.7K -128 -0.4%
CKAIS
72
Christensen King & Associates Investment Services
Washington
$3.26M +$34.1K +344 +1%
CFD
73
Creative Financial Designs
Indiana
$3.23M -$35.7M -360,056 -92%
BFG
74
Bleakley Financial Group
New Jersey
$3.18M +$336K +3,381 +13%
PIA
75
Powell Investment Advisors
Florida
$3.17M +$2.04M +20,568 +234%

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.