We are live on ! Find out more
IOO icon

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
SW
201
SkyOak Wealth
Michigan
$379K +$2.38K +24 +0.7%
JWCA
202
J.W. Cole Advisors
Florida
$375K -$12.2K -123 -3%
SAM
203
Secure Asset Management
Michigan
$368K -$8.24K -83 -2%
HH
204
Hilltop Holdings
Texas
$366K +$337K +3,395 New
AF
205
Atala Financial
California
$365K +$153K +1,540 +83%
BWM
206
BlackDiamond Wealth Management
New York
$364K +$97.9K +986 +41%
PSCM
207
Per Stirling Capital Management
Texas
$361K -$29.7K -299 -8%
DAS
208
Dynamic Advisor Solutions
Arizona
$361K -$2.88K -29 -0.9%
BHWM
209
Bar Harbor Wealth Management
New Hampshire
$358K
BCI
210
Brinker Capital Investments
Pennsylvania
$356K -$61.5K -620 -16%
SA
211
Sanctuary Advisors
Indiana
$355K +$1.29K +13 +0.4%
LFAS
212
Level Four Advisory Services
Texas
$354K
SWA
213
SFMG Wealth Advisors
Texas
$353K +$2.28K +23 +0.7%
BHBT
214
Burke & Herbert Bank & Trust
Virginia
$348K
PAM
215
Palisade Asset Management
Minnesota
$347K
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$346K -$23.3K -235 -7%
LWM
217
LongView Wealth Management
Georgia
$344K +$39.5K +398 +14%
CAM
218
Cozad Asset Management
Illinois
$341K +$314K +3,160 New
FC
219
Financial Council
Maryland
$336K
AHC
220
Adell Harriman & Carpenter
Texas
$334K
IA
221
IFP Advisors
Florida
$330K +$3.47K +35 +1%
VA
222
Valmark Advisers
Ohio
$330K -$6.57M -66,200 -96%
OWM
223
OneAscent Wealth Management
Alabama
$326K -$233K -2,349 -44%
RWM
224
Revisor Wealth Management
Ohio
$323K
SS
225
SBI Securities
Japan
$323K -$8.34K -84 -3%

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.