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iShares Global 100 ETF

194 hedge funds and large institutions have $2.73B invested in iShares Global 100 ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

20% more capital invested

Capital invested by funds: $2.28B → $2.73B (+$448M)

16% more funds holding

Funds holding: 167194 (+27)

2.73% more ownership

Funds ownership: 67.93%70.66% (+2.7%)

Holders
194
Holders Change
+27
Holders Change %
+16.17%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
39
Increased
63
Reduced
39
Closed
9
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
51
Zimmermann Investment Management & Planning
Pennsylvania
$2.07M +$2.01M +26,547 New
CAN
52
Cetera Advisor Networks
California
$2.06M -$1.12M -14,739 -36%
QCM
53
Quest Capital Management
Texas
$2.04M +$9.01K +119 +0.5%
SPC
54
Sigma Planning Corp
Michigan
$2.03M -$7.42K -98 -0.4%
CF
55
Clarity Financial
Texas
$2M +$1.94M +25,676 New
CBFP
56
Cedar Brook Financial Partners
Ohio
$1.99M +$170K +2,251 +10%
CFMC
57
Curbstone Financial Management Corp
New Hampshire
$1.89M
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.81M -$42K -555 -2%
Stifel Financial
59
Stifel Financial
Missouri
$1.8M +$745K +9,848 +74%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.78M +$40.9K +540 +2%
AAS
61
Ameritas Advisory Services
Nebraska
$1.74M +$1.69M +22,360 New
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$1.69M +$71.7K +948 +5%
RFN
63
RDA Financial Network
Iowa
$1.67M +$49.6K +656 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$1.63M +$67K +885 +4%
AAS
65
Avantax Advisory Services
Texas
$1.55M +$270K +3,562 +22%
AIA
66
Arcadia Investment Advisors
Idaho
$1.54M
SFS
67
Sowell Financial Services
Arkansas
$1.52M -$180K -2,376 -11%
BA
68
Bluesphere Advisors
Pennsylvania
$1.49M
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.49M +$28.8K +381 +2%
CCFCSB
70
Cape Cod Five Cents Savings Bank
Massachusetts
$1.47M -$11.3K -149 -0.8%
BCM
71
Brookstone Capital Management
Illinois
$1.44M -$321K -4,241 -19%
CA
72
Cetera Advisors
Colorado
$1.37M -$895K -11,822 -40%
BWM
73
Baystate Wealth Management
Massachusetts
$1.35M +$138K +1,820 +12%
GI
74
GAMCO Investors
Connecticut
$1.31M
CWA
75
Consilio Wealth Advisors
Washington
$1.22M +$793K +10,484 New

IOO Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q4 2021, worth a combined $2.73B — up 20% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IOO positions and 9 closed out — a net gain of 30 holders — while 63 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.6M. The largest seller was Private Advisor Group, cutting an estimated $2.94M.

  • 194 institutional investors held iShares Global 100 ETF (IOO) as of Q4 2021, up from 167 in Q3 2021.
  • Funds reported $2.73B of iShares Global 100 ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 39 funds opened new iShares Global 100 ETF positions in Q4 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares Global 100 ETF buyer in Q4 2021 was Morgan Stanley, an estimated $50.6M added.
  • The largest iShares Global 100 ETF seller in Q4 2021 was Private Advisor Group, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2021.