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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
EA
201
Evolution Advisers
Virginia
$1K – – –
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
– -$7.17M -94,267 Closed
KWM
203
Kingsview Wealth Management
Oregon
– -$1.21M -15,864 Closed
HWM
204
Howard Wealth Management
Connecticut
– -$970K -12,757 Closed
SWM
205
Scissortail Wealth Management
Oklahoma
– -$743K -10,458 Closed
SS
206
Simplicity Solutions
Minnesota
– -$370K -4,868 Closed
CAM
207
Cresset Asset Management
Illinois
– -$304K -4,000 Closed
BHTS
208
Bar Harbor Trust Services
Maine
– -$287K -3,773 Closed
EA
209
Eudaimonia Advisors
Tennessee
– -$268K -3,525 Closed
WI
210
Wintrust Investments
Illinois
– -$258K -3,390 Closed
SWP
211
Summit Wealth Partners
Florida
– -$219K -2,878 Closed
AUB
212
Atlantic Union Bankshares
Virginia
– -$206K -2,710 Closed
LFAS
213
Level Four Advisory Services
Texas
– -$205K -2,692 Closed
SIC
214
Samalin Investment Counsel
New York
– -$204K -2,684 Closed
FFWM
215
Future Financial Wealth Management
Ohio
– -$186K -2,452 Closed
LPIC
216
LeJeune Puetz Investment Counsel
Michigan
– -$106K -1,400 Closed
PCG
217
Private Capital Group
Connecticut
– -$83K -1,096 Closed
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
– -$41.7K -548 Closed
RIM
219
Rockbridge Investment Management
New York
– -$28.7K -376 Closed
MA
220
MUFG Americas
New York
– -$14K -182 Closed
HNWAG
221
High Net Worth Advisory Group
Florida
– -$2K -31 Closed
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.