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iShares Global 100 ETF

89 hedge funds and large institutions have $273M invested in iShares Global 100 ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

18% more capital invested

Capital invested by funds: $231M → $273M (+$41.9M)

17% more funds holding

Funds holding: 7689 (+13)

1% more ownership

Funds ownership: 33.94%34.94% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
33
Reduced
19
Closed
6
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$48.3M +$188K +5,000 +0.4%
Bank of America
2
Bank of America
North Carolina
$43.8M +$6.46M +172,328 +18%
Morgan Stanley
3
Morgan Stanley
New York
$31.7M -$1.78M -47,462 -5%
BWM
4
Baystate Wealth Management
Massachusetts
$27.3M +$2.35M +62,586 +10%
Prudential Financial
5
Prudential Financial
New Jersey
$17.7M
BPC
6
Banque Pictet & Cie
Switzerland
$9.72M +$9.42M +251,280 New
U
7
UBS
Switzerland
$9.3M -$1.11M -29,720 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.53M +$3.38M +90,054 +86%
B
9
Baird
Wisconsin
$7.42M -$2.8M -74,598 -28%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.69M +$862K +22,970 +15%
CCFCSB
11
Cape Cod Five Cents Savings Bank
Massachusetts
$4.21M +$15.5K +412 +0.4%
LPL Financial
12
LPL Financial
California
$4.11M +$467K +12,462 +13%
PI
13
Placemark Investments
Illinois
$3.46M +$76.4K +2,038 +2%
SC
14
Scotia Capital
Ontario, Canada
$3.44M -$10.9K -290 -0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.33M +$3.23M +86,232 New
SMM
16
Stadion Money Management
Georgia
$2.74M +$71.3K +1,900 +3%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$2.7M
CAN
18
Cetera Advisor Networks
California
$2.6M +$2.14M +56,938 +555%
CFA
19
Carroll Financial Associates
North Carolina
$2.48M +$2.4M +63,890 +15,736%
Wells Fargo
20
Wells Fargo
California
$2.4M +$88.7K +2,366 +4%
Invesco
21
Invesco
Georgia
$1.87M -$428K -11,410 -19%
Canada Life
22
Canada Life
Manitoba, Canada
$1.57M +$1.52M +40,504 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.52M +$1.39M +36,986 +1,551%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$1.48M -$783K -20,880 -35%
OC
25
Oppenheimer & Co
New York
$1.25M -$69.2K -1,844 -5%

IOO Hedge Fund Activity: Q4 2013 in Review

89 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q4 2013, worth a combined $273M — up 18% from $231M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IOO positions and 6 closed out — a net gain of 15 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $6.46M. The largest seller was Bank of Nova Scotia, cutting an estimated $3.61M.

  • 89 institutional investors held iShares Global 100 ETF (IOO) as of Q4 2013, up from 76 in Q3 2013.
  • Funds reported $273M of iShares Global 100 ETF stock for Q4 2013, up 18% quarter-over-quarter.
  • 21 funds opened new iShares Global 100 ETF positions in Q4 2013 and 6 closed out, a net change of +15 holders.
  • The largest iShares Global 100 ETF buyer in Q4 2013 was Bank of America, an estimated $6.46M added.
  • The largest iShares Global 100 ETF seller in Q4 2013 was Bank of Nova Scotia, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2013.