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iShares Global 100 ETF

91 hedge funds and large institutions have $281M invested in iShares Global 100 ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $267M → $281M (+$14.6M)

1% more funds holding

Funds holding: 9091 (+1)

0.2% more ownership

Funds ownership: 33.35%33.55% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.45M

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
27
Reduced
22
Closed
7
Calls
Puts
$1.45M
Net Calls
-$1.45M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$48.8M
Bank of America
2
Bank of America
North Carolina
$38.7M -$2.36M -59,510 -6%
Morgan Stanley
3
Morgan Stanley
New York
$36.3M -$657K -16,578 -2%
BWM
4
Baystate Wealth Management
Massachusetts
$30.7M +$1.8M +45,416 +6%
Prudential Financial
5
Prudential Financial
New Jersey
$18M
U
6
UBS
Switzerland
$14.3M +$6.21M +156,728 +76%
BPC
7
Banque Pictet & Cie
Switzerland
$9.19M -$704K -17,760 -7%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$7.37M +$252K +6,356 +4%
B
9
Baird
Wisconsin
$6.7M -$205K -5,172 -3%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$5M +$3.86M +97,410 +328%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.86M +$254K +6,406 +5%
CCFCSB
12
Cape Cod Five Cents Savings Bank
Massachusetts
$4.08M -$32.5K -820 -0.8%
Jane Street
13
Jane Street
New York
$4.07M +$4.1M +103,462 New
CAN
14
Cetera Advisor Networks
California
$3.94M +$112K +2,838 +3%
CFA
15
Carroll Financial Associates
North Carolina
$3.89M +$198K +5,000 +5%
LPL Financial
16
LPL Financial
California
$3.6M -$146K -3,694 -4%
SC
17
Scotia Capital
Ontario, Canada
$3.55M -$10.2K -258 -0.3%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$2.76M
Wells Fargo
19
Wells Fargo
California
$2.49M -$25.9K -654 -1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.31M +$1.43M +36,072 +160%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.23M +$92.4K +2,332 +4%
Canada Life
22
Canada Life
Manitoba, Canada
$1.74M +$149K +3,752 +9%
Ameriprise
23
Ameriprise
Minnesota
$1.56M +$516K +13,024 +49%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.46M +$47.2K +1,190 +3%
OC
25
Oppenheimer & Co
New York
$1.23M -$50.3K -1,270 -4%

IOO Hedge Fund Activity: Q2 2014 in Review

91 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q2 2014, worth a combined $281M — up 5.5% from $267M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IOO positions and 7 closed out — a net gain of 1 holder — while 27 added to existing stakes and 22 trimmed.

The largest buyer was UBS, adding an estimated $6.21M. The largest seller was Stadion Money Management, exiting entirely with an estimated $2.76M sold.

  • 91 institutional investors held iShares Global 100 ETF (IOO) as of Q2 2014, up from 90 in Q1 2014.
  • Funds reported $281M of iShares Global 100 ETF stock for Q2 2014, up 5.5% quarter-over-quarter.
  • 8 funds opened new iShares Global 100 ETF positions in Q2 2014 and 7 closed out, a net change of +1 holder.
  • The largest iShares Global 100 ETF buyer in Q2 2014 was UBS, an estimated $6.21M added.
  • The largest iShares Global 100 ETF seller in Q2 2014 was Stadion Money Management, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2014.