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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
LA
201
Lane & Associates
New Jersey
$374K
SO
202
Sierra Ocean
California
$372K +$370K +3,687 New
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$366K +$301 +3 +0.1%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$356K
SW
205
SkyOak Wealth
Michigan
$352K +$350K +3,489 New
SAM
206
Secure Asset Management
Michigan
$351K +$54.4K +542 +18%
BHWM
207
Bar Harbor Wealth Management
New Hampshire
$350K
William Blair & Company
208
William Blair & Company
Illinois
$346K +$502 +5 +0.1%
Lazard Asset Management
209
Lazard Asset Management
New York
$343K +$337K +3,360 +6,462%
SWA
210
SFMG Wealth Advisors
Texas
$338K +$11.4K +114 +4%
LFAS
211
Level Four Advisory Services
Texas
$336K +$58.3K +581 +21%
TNB
212
Thomasville National Bank
Georgia
$333K -$68.1K -678 -17%
SS
213
SBI Securities
Japan
$328K +$327K +3,253 New
SL
214
SFM LLC
New Hampshire
$327K +$326K +3,242 New
GCA
215
Gallagher Capital Advisors
Texas
$326K +$325K +3,233 New
BHBT
216
Burke & Herbert Bank & Trust
Virginia
$325K
PAM
217
Palisade Asset Management
Minnesota
$324K
Truist Financial
218
Truist Financial
North Carolina
$319K -$259K -2,579 -45%
FC
219
Financial Council
Maryland
$314K
AHC
220
Adell Harriman & Carpenter
Texas
$312K
JWCA
221
J.W. Cole Advisors
Florida
$307K
BCI
222
Brinker Capital Investments
Pennsylvania
$305K +$304K +3,029 New
OPS
223
Orion Portfolio Solutions
Nebraska
$305K +$304K +3,029 New
TW
224
TritonPoint Wealth
Maryland
$301K
IA
225
IFP Advisors
Florida
$298K +$100 +1 +0%

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.