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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
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$803K +$63.1K +628 +9%
BAM
152
Belpointe Asset Management
Nevada
$792K +$175K +1,742 +28%
WLPWM
153
Walled Lake Planning & Wealth Management
Illinois
$788K +$55.2K +550 +8%
FFO
154
Fortitude Family Office
Arizona
$786K +$783K +7,800 New
Renaissance Technologies
155
Renaissance Technologies
New York
$786K +$783K +7,800 New
TPW
156
Transatlantique Private Wealth
New York
$786K +$102K +1,014 +15%
RA
157
RFG Advisory
Alabama
$777K -$7.43K -74 -1%
BWM
158
BCS Wealth Management
Tennessee
$773K +$770K +7,673 New
AFP
159
Ausdal Financial Partners
Iowa
$748K +$76.3K +760 +11%
CAG
160
Csenge Advisory Group
Florida
$703K -$81.4K -811 -10%
FHC
161
First Heartland Consultants
Missouri
$694K +$65.5K +652 +10%
OWM
162
OneAscent Wealth Management
Alabama
$680K -$94.8K -944 -12%
Polen Capital Management
163
Polen Capital Management
Florida
$676K +$674K +6,708 New
LFS
164
Legacy Financial Strategies
Kansas
$656K
UW
165
Unique Wealth
Florida
$654K +$1.1K +11 +0.2%
MWM
166
Mascagni Wealth Management
Mississippi
$648K +$676K +6,731 New
Corient Private Wealth
167
Corient Private Wealth
Florida
$642K +$76.8K +765 +14%
MA
168
Montag & Associates
Georgia
$630K
GWM
169
Geneos Wealth Management
Colorado
$623K +$40.2K +400 +7%
AWM
170
Avaii Wealth Management
Wisconsin
$616K +$803 +8 +0.1%
MCP
171
Mirador Capital Partners
California
$592K +$7.03K +70 +1%
GT
172
Glenmede Trust
Pennsylvania
$580K
WS
173
Wedbush Securities
California
$565K -$347K -3,456 -38%
MCM
174
MidAtlantic Capital Management
Virginia
$556K
NAM
175
NTV Asset Management
West Virginia
$547K -$42.2K -420 -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.