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iShares Global 100 ETF
IOO

230 hedge funds and large institutions have $2.85B invested in iShares Global 100 ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

13% more capital invested

Capital invested by funds: $2.52B → $2.85B (+$336M)

8% more funds holding

Funds holding: 212 → 230 (+18)

0.34% more ownership

Funds ownership: 71.21% → 71.55% (+0.34%)

Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.61%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
36
Increased
74
Reduced
65
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ONB
Old National Bancorp
Indiana
+$75.7M
2
Bank of America
Bank of America
North Carolina
+$8.88M
3
AAS
Asset Allocation Strategies
Michigan
+$7.82M
4
Morgan Stanley
Morgan Stanley
New York
+$7.74M
5
MG
Mather Group
Illinois
+$7.13M

Top Sellers

1
BlackRock
BlackRock
New York
-$22M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.59M
3
AAS
Ameritas Advisory Services
Nebraska
-$5.22M
4
Deutsche Bank
Deutsche Bank
Germany
-$2.35M
5
CA
Cetera Advisors
Colorado
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
226
WFA of San Diego
California
$6.13K +$5.92K +81 New
SIS
227
Sound Income Strategies
Florida
$2.59K – – –
CAL
228
Capital Analysts LLC
Pennsylvania
$1K – – –
EA
229
Evolution Advisers
Virginia
$1K – – –
EWA
230
EP Wealth Advisors
California
– -$12.3K -555,898 Closed
OFS
231
OneAscent Financial Services
Alabama
– -$1.78M -25,343 Closed
Northern Trust
232
Northern Trust
Illinois
– -$999K -14,261 Closed
KWM
233
Kingsview Wealth Management
Oregon
– -$983K -14,030 Closed
MCC
234
Money Concepts Capital
Florida
– -$306K -8,819 Closed
BWM
235
BCS Wealth Management
Tennessee
– -$538K -7,673 Closed
GM
236
GeoWealth Management
Illinois
– -$529K -7,556 Closed
TSS
237
Two Sigma Securities
New York
– -$234K -3,346 Closed
AWM
238
Apollon Wealth Management
South Carolina
– -$232K -3,317 Closed
SFS
239
Sowell Financial Services
Arkansas
– -$203K -2,896 Closed
GIA
240
GHP Investment Advisors
Colorado
– -$109K -1,561 Closed
BAAM
241
Baker Avenue Asset Management
California
– -$70.1K -1,000 Closed
TWA
242
TCI Wealth Advisors
Arizona
– -$35K -500 Closed
AWM
243
Ameliora Wealth Management
Switzerland
– -$28.5K -407 Closed
BAM
244
Belpointe Asset Management
Nevada
– -$17.5K -250 Closed
Lazard Asset Management
245
Lazard Asset Management
New York
– +$73 +1 New
6 7 8 9
10

IOO Hedge Fund Activity: Q2 2023 in Review

230 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2023, worth a combined $2.85B — up 13% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IOO positions and 15 closed out — a net gain of 21 holders — while 74 added to existing stakes and 65 trimmed.

The largest buyer was Old National Bancorp, opening a new position worth an estimated $75.7M. The largest seller was BlackRock, cutting an estimated $22M.

  • 230 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2023, up from 212 in Q1 2023.
  • Funds reported $2.85B of iShares Global 100 ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 36 funds opened new iShares Global 100 ETF positions in Q2 2023 and 15 closed out, a net change of +21 holders.
  • The largest iShares Global 100 ETF buyer in Q2 2023 was Old National Bancorp, an estimated $75.7M added.
  • The largest iShares Global 100 ETF seller in Q2 2023 was BlackRock, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2023.