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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
BWAM
51
Boyd Watterson Asset Management
Ohio
$2.55M -$62.5K -900 -2%
Deutsche Bank
52
Deutsche Bank
Germany
$2.29M – – –
RA
53
RFG Advisory
Alabama
$2.29M +$1.45M +20,921 +172%
AFP
54
Ausdal Financial Partners
Iowa
$2.24M -$19.8K -286 -0.8%
TFS
55
Thoroughbred Financial Services
Tennessee
$2.22M +$1.27M +18,324 +112%
Goldman Sachs
56
Goldman Sachs
New York
$2.13M +$1.8M +25,953 +353%
RG
57
Rathbones Group
United Kingdom
$2.08M -$50.2K -724 -2%
OC
58
Oppenheimer & Co
New York
$2.02M +$1.4M +20,121 +178%
CBFP
59
Cedar Brook Financial Partners
Ohio
$2.01M +$283K +4,083 +15%
AI
60
Atria Investments
North Carolina
$1.92M +$40.7K +587 +2%
CA
61
Cetera Advisors
Colorado
$1.91M +$392K +5,646 +23%
TWC
62
TD Waterhouse Canada
Ontario, Canada
$1.84M +$608K +8,754 +49%
IC
63
IEQ Capital
California
$1.79M – – –
SF
64
Synovus Financial
Georgia
$1.72M -$12.8K -185 -0.7%
SPC
65
Sigma Planning Corp
Michigan
$1.72M +$386K +5,564 +26%
CAN
66
Cetera Advisor Networks
California
$1.69M -$6.94K -100 -0.4%
CPIG
67
Chicago Partners Investment Group
Illinois
$1.61M +$98.9K +1,425 +7%
AG
68
Ascent Group
Virginia
$1.54M +$1.55M +22,296 New
OPOWM
69
One Plus One Wealth Management
Florida
$1.53M +$1.65M +23,822 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.5M -$10.3K -149 -0.6%
RFN
71
RDA Financial Network
Iowa
$1.41M +$11.4K +164 +0.8%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.37M -$111K -1,605 -7%
SPIA
73
Steward Partners Investment Advisory
New York
$1.34M -$5.83K -84 -0.4%
CFMC
74
Curbstone Financial Management Corp
New Hampshire
$1.29M -$288K -4,150 -17%
AIA
75
Arcadia Investment Advisors
Idaho
$1.27M – – –
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.