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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
SWP
126
Stratos Wealth Partners
Ohio
$1.24M +$6.63K +66 +0.5%
FHA
127
Flagship Harbor Advisors
Massachusetts
$1.19M +$2.31K +23 +0.2%
Creative Planning
128
Creative Planning
Kansas
$1.18M -$35.7K -356 -3%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$1.17M +$351K +3,493 +43%
Stifel Financial
130
Stifel Financial
Missouri
$1.17M -$6.22K -62 -0.5%
IFS
131
Ifrah Financial Services
Arkansas
$1.13M +$26K +259 +2%
GRP
132
Global Retirement Partners
California
$1.12M +$254K +2,531 +29%
PIA
133
Powell Investment Advisors
Florida
$1.12M +$4.52K +45 +0.4%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$1.07M -$38.3K -381 -3%
OC
135
Oppenheimer & Co
New York
$1.06M -$31.8K -317 -3%
AA
136
Alesco Advisors
New York
$1.02M
KIA
137
KCM Investment Advisors
California
$1.01M -$81.3K -810 -7%
WIA
138
World Investment Advisors
California
$1.01M -$41.3K -411 -4%
Goldman Sachs
139
Goldman Sachs
New York
$945K -$2.34M -23,332 -71%
NA
140
NewEdge Advisors
Louisiana
$938K +$78.2K +779 +9%
KAS
141
KPP Advisory Services
Kentucky
$933K -$38.6K -384 -4%
AWM
142
Avior Wealth Management
Nebraska
$927K -$38.3K -381 -4%
RSF
143
Rik Saylor Financial
Ohio
$909K +$906K +9,023 New
HAS
144
HBW Advisory Services
California
$872K +$98.9K +985 +13%
AWA
145
Arete Wealth Advisors
Illinois
$868K +$29.7K +296 +4%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$857K +$539K +5,370 +171%
KWM
147
Kingsview Wealth Management
Oregon
$843K -$2.4M -23,896 -74%
FFN
148
Focus Financial Network
Minnesota
$835K +$832K +8,287 New
EWA
149
Evolution Wealth Advisors
Florida
$832K -$25.1K -250 -3%
Comerica Bank
150
Comerica Bank
Texas
$832K +$52.3K +521 +7%

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.