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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
BlackRock
1
BlackRock
New York
$2.95B -$2.41M -24,304 -0.1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$313M -$5.21M -52,451 -2%
AAS
3
Annex Advisory Services
Wisconsin
$153M +$33.4M +336,185 +31%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$120M -$3.75M -37,731 -3%
Morgan Stanley
5
Morgan Stanley
New York
$99.1M +$1.8M +18,087 +2%
LPL Financial
6
LPL Financial
California
$98.6M -$2.15M -21,676 -2%
Bank of America
7
Bank of America
North Carolina
$89.8M +$1.35M +13,569 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$70.3M +$824K +8,299 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.8M +$4.04M +40,655 +12%
UBS Group
10
UBS Group
Switzerland
$39.3M -$43K -433 -0.1%
AAS
11
Avantax Advisory Services
Texas
$39.1M -$2.01M -20,231 -5%
SI
12
Stephens Inc
Arkansas
$36.5M +$1.53M +15,403 +5%
MWM
13
Modern Wealth Management
Kansas
$34.2M +$4.07K +41 +0%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.3M +$1.68M +16,914 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$29.9M +$24.7M +249,207 +876%
MG
16
Mather Group
Illinois
$29.9M +$266K +2,679 +1%
Ameriprise
17
Ameriprise
Minnesota
$29.7M -$17.9M -179,901 -40%
MML Investors Services
18
MML Investors Services
Massachusetts
$26.3M -$3.48M -35,058 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.4M -$1.55M -15,565 -8%
KCM
20
Kaye Capital Management
California
$19.1M -$226K -2,274 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$17.6M -$2.5M -25,137 -13%
Wells Fargo
22
Wells Fargo
California
$17.2M -$1.66M -16,741 -10%
SC
23
Scotia Capital
Ontario, Canada
$17M +$75.7K +763 +0.5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$16M -$123K -1,238 -0.8%
Citigroup
25
Citigroup
New York
$15.7M -$346K -3,488 -2%

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.