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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
BTI
176
Blue Trust Inc
Georgia
$61K +$55.5K +800 New
TAM
177
Townsend Asset Management
North Carolina
$47K +$625 +9 +1%
SFA
178
Semmax Financial Advisors
North Carolina
$44K +$555 +8 +1%
PFA
179
Professional Financial Advisors
Nebraska
$42K +$21.4K +309 +88%
SWM
180
SeaCrest Wealth Management
New York
$42K +$45.1K +650 New
FPFS
181
First Personal Financial Services
North Carolina
$31K – – –
GWS
182
Glassman Wealth Services
Virginia
$29K – – –
First Manhattan
183
First Manhattan
New York
$28K – – –
Lazard Asset Management
184
Lazard Asset Management
New York
$27K +$27.1K +391 +1,057%
CA
185
CoreCap Advisors
Michigan
$22K +$24K +346 New
MPCG
186
Matrix Private Capital Group
New York
$19K – – –
CIAS
187
Capital Investment Advisory Services
North Carolina
$18K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$15K +$16.4K +236 New
SWM
189
Spire Wealth Management
Virginia
$13K – – –
TFGT
190
TS Financial Group (TSFG)
Illinois
$13K +$208 +3 +2%
AWM
191
Avior Wealth Management
Nebraska
$12K – – –
FRA
192
Front Row Advisors
California
$12K – – –
FCA
193
FinTrust Capital Advisors
South Carolina
$10K – – –
JEST
194
JTC Employer Solutions Trustee
Jersey
$10K – – –
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$6.57K -$406K -5,848 -6%
WOSD
196
WFA of San Diego
California
$5K +$5.48K +79 New
MW
197
Milestone Wealth
New York
$3K – – –
AF
198
Advisornet Financial
Minnesota
$3K +$3.61K +52 New
SIS
199
Sound Income Strategies
Florida
$2K – – –
CAL
200
Capital Analysts LLC
Pennsylvania
$2K +$2.01K +29 New
5 6 7
8
9

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.