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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
EWA
176
EP Wealth Advisors
California
$545K +$35.7K +356 +7%
AG
177
Ascent Group
Virginia
$539K -$287K -2,855 -35%
WCG
178
Weaver Consulting Group
California
$536K
HWA
179
HHM Wealth Advisors
Tennessee
$515K +$513K +5,106 New
BWM
180
BigSur Wealth Management
Florida
$512K
BPA
181
Beacon Pointe Advisors
California
$506K +$201 +2 +0%
WT
182
Whittier Trust
California
$504K
PA
183
Parallel Advisors
California
$500K +$100 +1 +0%
W
184
WPWealth
Texas
$465K
Capital World Investors
185
Capital World Investors
California
$459K +$454K +4,523 New
GWM
186
GSB Wealth Management
Connecticut
$456K -$30.9K -308 -6%
DFA
187
DHK Financial Advisors
New Hampshire
$453K
DWT
188
Dorsey & Whitney Trust
South Dakota
$443K -$31.2K -311 -7%
SS
189
Sunbelt Securities
Texas
$438K +$10.6K +106 +3%
DWP
190
Daymark Wealth Partners
Ohio
$434K -$2.51K -25 -0.6%
FCT
191
First Community Trust
Iowa
$424K
SA
192
Sanctuary Advisors
Indiana
$420K -$17.5K -174 -4%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$417K +$289K +2,883 +229%
ACP
194
Aveo Capital Partners
Colorado
$412K -$582K -5,798 -59%
CFP
195
Catalyst Financial Partners
Massachusetts
$407K
CIA
196
Cape Investment Advisory
Georgia
$401K -$602 -6 -0.2%
MCM
197
MAI Capital Management
Ohio
$399K +$397K +3,957 New
DAS
198
Dynamic Advisor Solutions
Arizona
$394K -$19.6K -195 -5%
OWP
199
Obermeyer Wealth Partners
Colorado
$388K +$183K +1,819 +89%
IP
200
Ignite Planners
California
$382K -$2.51K -25 -0.7%

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.