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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
BlackRock
1
BlackRock
New York
$2.73B +$57.6M +573,936 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$331M -$49.4M -492,095 -13%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$105M +$12.7M +126,863 +14%
Morgan Stanley
4
Morgan Stanley
New York
$95.5M +$7.07M +70,427 +8%
LPL Financial
5
LPL Financial
California
$86.7M +$13.8M +137,780 +19%
Bank of America
6
Bank of America
North Carolina
$84.4M +$3.74M +37,255 +5%
WA
7
Waddell & Associates
Tennessee
$68.6M +$170K +1,694 +0.2%
Raymond James Financial
8
Raymond James Financial
Florida
$63M +$62.8M +625,128 New
AssetMark Inc
9
AssetMark Inc
California
$58.1M -$6.41M -63,872 -10%
Ameriprise
10
Ameriprise
Minnesota
$45.5M -$1.56M -15,494 -3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$38.3M -$34M -338,938 -47%
SI
12
Stephens Inc
Arkansas
$38.3M +$2.14M +21,271 +6%
AAS
13
Avantax Advisory Services
Texas
$37.4M +$1.74M +17,329 +5%
CFD
14
Creative Financial Designs
Indiana
$37.3M +$36M +358,171 +2,967%
UBS Group
15
UBS Group
Switzerland
$35.9M -$732K -7,293 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$34.1M +$802K +7,987 +2%
MWM
17
Modern Wealth Management
Kansas
$31.9M +$21.2M +211,222 +201%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28.4M -$615K -6,128 -2%
MG
19
Mather Group
Illinois
$27.6M +$687K +6,842 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$25.1M +$561K +5,585 +2%
Wells Fargo
21
Wells Fargo
California
$23.8M +$300K +2,985 +1%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$22.7M +$300K +2,986 +1%
ONB
23
Old National Bancorp
Indiana
$21.4M -$4.72M -46,973 -18%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$19.4M +$2.24M +22,340 +13%
PSCM
25
Per Stirling Capital Management
Texas
$18.9M +$259K +2,581 +1%

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.