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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.17M -$45.2K -450 -1%
JP Morgan Chase
77
JP Morgan Chase
New York
$3.97M +$2.94M +29,310 +292%
PWM
78
Perigon Wealth Management
California
$3.9M +$37.9K +377 +1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$3.68M -$232K -2,311 -6%
BWAM
80
Boyd Watterson Asset Management
Ohio
$3.5M -$468K -4,662 -12%
BBHC
81
Brown Brothers Harriman & Co
New York
$3.43M +$3.42M +34,039 New
CKAIS
82
Christensen King & Associates Investment Services
Washington
$2.97M +$62K +617 +2%
RG
83
Rathbones Group
United Kingdom
$2.76M +$378K +3,760 +16%
RFN
84
RDA Financial Network
Iowa
$2.73M +$438K +4,364 +19%
IC
85
IEQ Capital
California
$2.7M
GI
86
GLOBALT Investments
Georgia
$2.69M
BFG
87
Bleakley Financial Group
New Jersey
$2.64M +$27.3K +272 +1%
LAS
88
LWM Advisory Services
Florida
$2.61M +$199K +1,978 +8%
HI
89
Harbour Investments
Wisconsin
$2.41M +$978K +9,740 +68%
HighTower Advisors
90
HighTower Advisors
Illinois
$2.36M +$1.16M +11,558 +98%
VIA
91
Vickerman Investment Advisors
Washington
$2.35M +$18.6K +185 +0.8%
CCM
92
Cullen Capital Management
New York
$2.21M +$2.2M +21,889 New
KIM
93
Kane Investment Management
California
$2.15M +$2.15M +21,373 New
AWS
94
Atria Wealth Solutions
New York
$2.12M -$998K -9,942 -32%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$2.11M +$1.61K +16 +0.1%
VWA
96
Visionary Wealth Advisors
Illinois
$2.06M -$8.43K -84 -0.4%
CFMC
97
Curbstone Financial Management Corp
New Hampshire
$2.03M -$20.1K -200 -1%
AIA
98
Arcadia Investment Advisors
Idaho
$1.99M
CIG
99
CHB Investment Group
Pennsylvania
$1.99M -$250K -2,485 -11%
FIS
100
Fischer Investment Strategies
California
$1.99M +$568K +5,658 +40%

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.