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iShares Global 100 ETF

274 hedge funds and large institutions have $4.35B invested in iShares Global 100 ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

54% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 67

14% more capital invested

Capital invested by funds: $3.82B → $4.35B (+$536M)

6% more funds holding

Funds holding: 258274 (+16)

0.62% more ownership

Funds ownership: 73.2%73.82% (+0.62%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
274
Holders Change
+16
Holders Change %
+6.2%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
103
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$3.2M +$956K +10,423 +46%
KWM
77
Kingsview Wealth Management
Oregon
$3.07M +$2.91M +31,751 New
RJT
78
Raymond James Trust
Florida
$2.82M
CKAIS
79
Christensen King & Associates Investment Services
Washington
$2.64M +$166K +1,812 +7%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$2.63M -$533K -5,816 -18%
GI
81
GLOBALT Investments
Georgia
$2.59M
IC
82
IEQ Capital
California
$2.59M
RFN
83
RDA Financial Network
Iowa
$2.5M +$118K +1,285 +5%
BFG
84
Bleakley Financial Group
New Jersey
$2.49M -$828K -9,032 -26%
SW
85
Simplicity Wealth
New Jersey
$2.49M -$828K -9,032 -26%
NFSG
86
Newbridge Financial Services Group
Florida
$2.47M +$1.07M +11,682 +84%
RG
87
Rathbones Group
United Kingdom
$2.29M -$32.1K -350 -1%
LAS
88
LWM Advisory Services
Florida
$2.22M +$19.5K +213 +0.9%
Capital International Investors
89
Capital International Investors
California
$2.21M +$693K +7,560 +50%
VIA
90
Vickerman Investment Advisors
Washington
$2.16M +$71.5K +780 +4%
CP
91
Creekside Partners
California
$2.02M +$1.92M +20,941 New
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$1.94M
AIA
93
Arcadia Investment Advisors
Idaho
$1.91M
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.81M +$526K +5,732 +44%
SPIA
95
Steward Partners Investment Advisory
New York
$1.8M +$9.9K +108 +0.6%
LAS
96
Legacy Advisory Services
Pennsylvania
$1.78M -$9.63K -105 -0.6%
VWA
97
Visionary Wealth Advisors
Illinois
$1.77M +$811K +8,842 +93%
GI
98
GAMCO Investors
Connecticut
$1.62M
ACP
99
Aveo Capital Partners
Colorado
$1.57M -$1.2M -13,066 -45%
CFD
100
Creative Financial Designs
Indiana
$1.48M -$2.66K -29 -0.2%

IOO Hedge Fund Activity: Q2 2024 in Review

274 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2024, worth a combined $4.35B — up 14% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IOO positions and 19 closed out — a net gain of 21 holders — while 103 added to existing stakes and 67 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $80.4M. The largest seller was Old National Bancorp, cutting an estimated $71.9M.

  • 274 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2024, up from 258 in Q1 2024.
  • Funds reported $4.35B of iShares Global 100 ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 40 funds opened new iShares Global 100 ETF positions in Q2 2024 and 19 closed out, a net change of +21 holders.
  • The largest iShares Global 100 ETF buyer in Q2 2024 was Schroder Investment Management Group, an estimated $80.4M added.
  • The largest iShares Global 100 ETF seller in Q2 2024 was Old National Bancorp, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2024.