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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
WLPWM
151
Walled Lake Planning & Wealth Management
Illinois
$740K -$103K -1,039 -13%
AI
152
Atria Investments
North Carolina
$730K -$3.25M -32,716 -83%
AWA
153
Arkadios Wealth Advisors
Georgia
$703K +$647K +6,520 New
LFS
154
Legacy Financial Strategies
Kansas
$703K
MCP
155
Mirador Capital Partners
California
$697K -$12.6K -127 -2%
IFS
156
Ifrah Financial Services
Arkansas
$685K -$267K -2,686 -30%
WS
157
Wedbush Securities
California
$682K +$6.25K +63 +1%
Truist Financial
158
Truist Financial
North Carolina
$664K +$226K +2,273 +58%
FFL
159
Financial Freedom LLC
Ohio
$652K +$143K +1,445 +31%
AWM
160
Avaii Wealth Management
Wisconsin
$645K
GS
161
GTS Securities
New York
$630K +$372K +3,745 +178%
OFS
162
OneAscent Financial Services
Alabama
$609K -$603K -6,077 -52%
NA
163
NewEdge Advisors
Louisiana
$595K -$106K -1,065 -16%
GSC
164
Ground Swell Capital
South Carolina
$593K +$46.3K +466 +9%
NAM
165
NTV Asset Management
West Virginia
$585K
GIM
166
Glenmede Investment Management
Pennsylvania
$582K +$536K +5,399 New
PWM
167
Prosperity Wealth Management
California
$575K -$8.04K -81 -1%
MCM
168
MidAtlantic Capital Management
Virginia
$575K -$18.2K -183 -3%
EWA
169
EP Wealth Advisors
California
$553K +$8.24K +83 +2%
HWA
170
HHM Wealth Advisors
Tennessee
$550K
BWM
171
BigSur Wealth Management
Florida
$547K
CIA
172
Concurrent Investment Advisors
Florida
$539K -$36.9K -372 -7%
WT
173
Whittier Trust
California
$539K
PA
174
Parallel Advisors
California
$535K +$99 +1 +0%
UW
175
Unique Wealth
Florida
$531K -$496 -5 -0.1%

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.