iShares Global 100 ETF
258 hedge funds and large institutions have $3.82B invested in iShares Global 100 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 29 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 75
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
10% more capital invested
Capital invested by funds: $3.47B → $3.82B (+$344M)
0% more funds holding
Funds holding: 258 → 258 (0)
0.74% less ownership
Funds ownership: 73.93% → 73.2% (-0.74%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$28.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$16.8M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$15M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$109M |
| 2 |
Morgan Stanley
New York
|
-$61.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.3M |
| 4 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$8.45M |
| 5 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$3.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
276
Scarborough Advisors
Annapolis,
Maryland
| – | -$72.7K | -903 | Closed |
|
|
AP
277
Advisors Preferred
Rockville,
Maryland
| – | -$45.4K | -569 | Closed |
|
278
Lazard Asset Management
New York
| – | -$41.5K | -489 | -100% |
|
|
PA
279
Pineridge Advisors
St. Charles,
Missouri
| – | -$32.8K | -407 | Closed |
|
|
GI
280
Gradient Investments
Arden Hills,
Minnesota
| – | -$17.6K | -218 | Closed |
|
|
GIA
281
GHP Investment Advisors
Denver,
Colorado
| – | -$12.2K | -152 | Closed |
|
|
CG
282
Cutler Group
San Francisco,
California
| – | -$8K | -100 | Closed |
|
|
AIC
283
Archer Investment Corporation
Carmel,
Indiana
| – | -$7.25K | -90 | Closed |
|
284
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -74 | Closed |
|
|
WA
285
WestEnd Advisors
Charlotte,
North Carolina
| – | -$5.23K | -65 | Closed |
|
|
MGI
286
MayTech Global Investments
New York
| – | -$4.38K | -54 | Closed |
|
|
HR
287
Howe & Rusling
Rochester,
New York
| – | -$2.17K | -27 | Closed |
|
IOO Hedge Fund Activity: Q1 2024 in Review
258 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q1 2024, worth a combined $3.82B — up 9.9% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IOO positions and 29 closed out — a net gain of 4 holders — while 92 added to existing stakes and 75 trimmed.
The largest buyer was BlackRock, adding an estimated $28.5M. The largest seller was AssetMark Inc, cutting an estimated $109M.
- 258 institutional investors held iShares Global 100 ETF (IOO) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $3.82B of iShares Global 100 ETF stock for Q1 2024, up 9.9% quarter-over-quarter.
- 33 funds opened new iShares Global 100 ETF positions in Q1 2024 and 29 closed out, a net change of +4 holders.
- The largest iShares Global 100 ETF buyer in Q1 2024 was BlackRock, an estimated $28.5M added.
- The largest iShares Global 100 ETF seller in Q1 2024 was AssetMark Inc, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2024.