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iShares Global 100 ETF
IOO

201 hedge funds and large institutions have $2.38B invested in iShares Global 100 ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

5% more funds holding

Funds holding: 191 → 201 (+10)

0.79% more ownership

Funds ownership: 68.92% → 69.71% (+0.79%)

10% less capital invested

Capital invested by funds: $2.65B → $2.38B (-$270M)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
69
Reduced
53
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$60.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.2M
3
EF
Empowered Funds
Pennsylvania
+$19.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.9M
5
BlackRock
BlackRock
New York
+$10.4M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$9.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.17M
3
CPFP
Clear Perspectives Financial Planning
Ohio
-$3.42M
4
Bank of America
Bank of America
North Carolina
-$3.06M
5
PAG
Private Advisor Group
New Jersey
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$5.29M +$2.55M +36,757 +84%
FPW
27
Flagship Private Wealth
Massachusetts
$5.17M +$377K +5,435 +7%
SL
28
Systelligence LLC
Minnesota
$5.01M +$5.43M +78,264 New
Wells Fargo
29
Wells Fargo
California
$4.67M +$511K +7,364 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.3M +$594K +8,552 +15%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$4.3M +$44.2K +637 +1%
CF
32
Centaurus Financial
California
$4.27M +$692K +9,967 +18%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.25M +$1.08M +15,522 +31%
UWM
34
USAdvisors Wealth Management
Minnesota
$4.22M -$480K -6,918 -10%
BFG
35
Barber Financial Group
Kansas
$4.13M +$3.61M +51,970 +413%
1WA
36
180 Wealth Advisors
Washington
$3.8M -$55.6K -801 -1%
AAS
37
Ameritas Advisory Services
Nebraska
$3.75M +$3.5M +50,434 +623%
CAL
38
Capital Advisors Ltd
Ohio
$3.53M -$33.9K -488 -0.9%
ACP
39
Aveo Capital Partners
Colorado
$3.46M +$3.27M +47,073 +678%
MWM
40
MY Wealth Management
Maryland
$3.44M -$28K -403 -0.7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.39M -$2.28M -32,891 -38%
CAC
42
Certified Advisory Corp
Florida
$3.32M +$3.59M +51,797 New
FA
43
Fagan Associates
New York
$3.3M -$67.9K -978 -2%
Creative Planning
44
Creative Planning
Kansas
$2.96M +$133K +1,919 +4%
KAS
45
Kestra Advisory Services
Texas
$2.95M +$26.6K +383 +0.8%
Allianz Asset Management
46
Allianz Asset Management
Germany
$2.93M – – –
ZIMP
47
Zimmermann Investment Management & Planning
Pennsylvania
$2.79M +$782K +11,264 +35%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.74M -$215K -3,094 -7%
HI
49
Harbour Investments
Wisconsin
$2.56M +$2.77M +39,972 New
JMPWA
50
JP Morgan Private Wealth Advisors
California
$2.56M -$14.8K -213 -0.5%
1
2
3 4 5

IOO Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2022, worth a combined $2.38B — down 10% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IOO positions and 20 closed out — a net gain of 10 holders — while 69 added to existing stakes and 53 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $60.9M. The largest seller was Amplius Wealth Advisors, cutting an estimated $9.97M.

  • 201 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2022, up from 191 in Q1 2022.
  • Funds reported $2.38B of iShares Global 100 ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 30 funds opened new iShares Global 100 ETF positions in Q2 2022 and 20 closed out, a net change of +10 holders.
  • The largest iShares Global 100 ETF buyer in Q2 2022 was AssetMark Inc, an estimated $60.9M added.
  • The largest iShares Global 100 ETF seller in Q2 2022 was Amplius Wealth Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q2 2022.