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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
LAS
101
Legacy Advisory Services
Pennsylvania
$1.91M +$4.92K +49 +0.3%
SPIA
102
Steward Partners Investment Advisory
New York
$1.89M -$5.92K -59 -0.3%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$1.83M +$233K +2,323 +15%
Jennison Associates
104
Jennison Associates
New York
$1.79M +$1.78M +17,748 New
Cerity Partners
105
Cerity Partners
New York
$1.77M +$98.2K +978 +6%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.7M +$113K +1,124 +7%
GI
107
GAMCO Investors
Connecticut
$1.69M
RA
108
RiverTree Advisors
Florida
$1.6M +$353K +3,511 +28%
SWP
109
Sagespring Wealth Partners
Tennessee
$1.59M +$1.59M +15,795 New
WA
110
Waverly Advisors
Alabama
$1.59M +$1.36M +13,530 +611%
US Bancorp
111
US Bancorp
Minnesota
$1.54M +$151K +1,508 +11%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$1.52M -$26.8K -267 -2%
FTS
113
Fifth Third Securities
Ohio
$1.46M +$1.08M +10,729 +285%
OBWG
114
Onyx Bridge Wealth Group
New York
$1.45M +$35.8K +357 +3%
IAA
115
Independent Advisor Alliance
North Carolina
$1.45M +$1.44M +14,358 New
FGA
116
Fortis Group Advisors
New Jersey
$1.38M +$1.16M +11,589 +554%
CP
117
Creekside Partners
California
$1.35M
CPIG
118
Chicago Partners Investment Group
Illinois
$1.32M -$268K -2,665 -17%
HWM
119
Howard Wealth Management
Connecticut
$1.31M -$8.73K -87 -0.7%
ISWM
120
Independent Solutions Wealth Management
New York
$1.31M +$1.3M +12,965 New
OFS
121
OneAscent Financial Services
Alabama
$1.29M +$1.29M +12,818 New
MF
122
Montis Financial
Massachusetts
$1.29M
FAIM
123
Financial Advocates Investment Management
Washington
$1.27M +$99.5K +991 +9%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.26M -$286K -2,847 -19%
CCFCSB
125
Cape Cod Five Cents Savings Bank
Massachusetts
$1.24M

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.