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iShares Global 100 ETF

93 hedge funds and large institutions have $228M invested in iShares Global 100 ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1.19% more ownership

Funds ownership: 27.48%28.66% (+1.2%)

6% more call options, than puts

Call options by funds: $748K | Put options by funds: $706K

0% more funds holding

Funds holding: 9393 (0)

4% less capital invested

Capital invested by funds: $238M → $228M (-$9.94M)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
32
Closed
9
Calls
$748K
Puts
$706K
Net Calls
+$42K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43.9M -$1.85M -50,380 -4%
BlackRock
2
BlackRock
New York
$29.4M +$18.1M +493,640 +138%
Morgan Stanley
3
Morgan Stanley
New York
$20.5M -$7.57M -206,362 -26%
BCI
4
Brinker Capital Investments
Pennsylvania
$18.7M -$1.1M -29,928 -5%
Prudential Financial
5
Prudential Financial
New Jersey
$15.8M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$385K +10,490 +3%
SC
7
Scotia Capital
Ontario, Canada
$8.64M +$367K +9,990 +4%
UBS Group
8
UBS Group
Switzerland
$8.52M +$1.61M +43,880 +22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.43M +$3.66M +99,736 +174%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.16M +$217K +5,914 +4%
CFA
11
Carroll Financial Associates
North Carolina
$4.35M -$449K -12,244 -9%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$3.72M +$3.94M +107,400 New
Citadel Advisors
13
Citadel Advisors
Florida
$3.24M +$874K +23,808 +34%
CAN
14
Cetera Advisor Networks
California
$2.88M -$533K -14,532 -15%
CCFCSB
15
Cape Cod Five Cents Savings Bank
Massachusetts
$2.8M -$260K -7,090 -8%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$2.58M +$2.73M +74,498 New
Jane Street
17
Jane Street
New York
$2.3M +$2.44M +66,498 New
Credit Agricole
18
Credit Agricole
France
$2.19M +$551K +15,010 +31%
LPL Financial
19
LPL Financial
California
$2.14M +$173K +4,712 +9%
SG Americas Securities
20
SG Americas Securities
New York
$1.93M +$2.04M +55,720 New
M&T Bank
21
M&T Bank
New York
$1.7M -$1.94M -52,748 -52%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.64M -$20.4K -556 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.56M -$8.81M -239,954 -84%
MFS
24
MSI Financial Services
Massachusetts
$1.41M -$532K -14,496 -26%
FAAS
25
First Allied Advisory Services
California
$1.4M -$608K -16,568 -29%

IOO Hedge Fund Activity: Q3 2015 in Review

93 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q3 2015, worth a combined $228M — down 4.2% from $238M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IOO positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $18.1M. The largest seller was Envestnet Asset Management, cutting an estimated $8.81M.

  • 93 institutional investors held iShares Global 100 ETF (IOO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $228M of iShares Global 100 ETF stock for Q3 2015, down 4.2% quarter-over-quarter.
  • 10 funds opened new iShares Global 100 ETF positions in Q3 2015 and 9 closed out, a net change of +1 holder.
  • The largest iShares Global 100 ETF buyer in Q3 2015 was BlackRock, an estimated $18.1M added.
  • The largest iShares Global 100 ETF seller in Q3 2015 was Envestnet Asset Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q3 2015.