iShares Global 100 ETF
140 hedge funds and large institutions have $1.68B invested in iShares Global 100 ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 13 closing their positions.
26% more capital invested
Capital invested by funds: $1.33B → $1.68B (+$347M)
10% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 41
0% more funds holding
Funds holding: 140 → 140 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1.29% less ownership
Funds ownership: 72.16% → 70.87% (-1.3%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$60.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.3M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.59M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.74M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.23M |
| 3 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$3.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.51M |
| 5 |
Morgan Stanley
New York
|
-$2.15M |
IOO Hedge Fund Activity: Q2 2020 in Review
140 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2020, worth a combined $1.68B — up 26% from $1.33B a quarter earlier.
Fund positioning in IOO was balanced in Q2 2020: 13 funds opened new positions, 13 closed out, 45 added to existing stakes and 41 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $60.5M. The largest seller was BlackRock, cutting an estimated $4.74M.
- 140 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $1.68B of iShares Global 100 ETF stock for Q2 2020, up 26% quarter-over-quarter.
- 13 funds opened new iShares Global 100 ETF positions in Q2 2020 and 13 closed out, a net change of 0 holders.
- The largest iShares Global 100 ETF buyer in Q2 2020 was AssetMark Inc, an estimated $60.5M added.
- The largest iShares Global 100 ETF seller in Q2 2020 was BlackRock, an estimated $4.74M sold.
Based on aggregated 13F filings for Q2 2020.