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iShares Global 100 ETF

92 hedge funds and large institutions have $252M invested in iShares Global 100 ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 28 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

11% more capital invested

Capital invested by funds: $228M → $252M (+$24.3M)

1.28% more ownership

Funds ownership: 28.66%29.94% (+1.3%)

1% less funds holding

Funds holding: 9392 (-1)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

48% less call options, than puts

Call options by funds: $265K | Put options by funds: $507K

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
28
Closed
9
Calls
$265K
Puts
$507K
Net Calls
-$242K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48M +$17.4M +468,546 +55%
Bank of America
2
Bank of America
North Carolina
$45.3M -$943K -25,424 -2%
Morgan Stanley
3
Morgan Stanley
New York
$22.6M +$1.1M +29,666 +5%
BCI
4
Brinker Capital Investments
Pennsylvania
$20M +$356K +9,600 +2%
Prudential Financial
5
Prudential Financial
New Jersey
$16.7M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$2.39M +64,528 +20%
SC
7
Scotia Capital
Ontario, Canada
$9.11M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.34M +$924K +24,902 +17%
UBS Group
9
UBS Group
Switzerland
$6.09M -$2.93M -78,960 -32%
LPL Financial
10
LPL Financial
California
$4.35M +$2.3M +62,052 +104%
CFA
11
Carroll Financial Associates
North Carolina
$4.34M +$32K +862 +0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.76M +$3.83M +103,134 New
CAN
13
Cetera Advisor Networks
California
$3.01M -$14.8K -398 -0.5%
CCFCSB
14
Cape Cod Five Cents Savings Bank
Massachusetts
$2.6M -$350K -9,440 -12%
Credit Agricole
15
Credit Agricole
France
$2.52M +$222K +5,988 +9%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$2.52M -$198K -5,334 -7%
OLA
17
Oliver Luxxe Assets
New Jersey
$2.34M +$2.52M +67,826 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.26M -$3.52M -94,988 -60%
MFS
19
MSI Financial Services
Massachusetts
$2.24M +$777K +20,950 +52%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.93M -$2.02M -54,400 -51%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.8M +$72.7K +1,960 +4%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$1.75M +$889K +23,950 +99%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.58M -$57.4K -1,546 -3%
CAL
24
Capital Advisors Ltd
Ohio
$1.54M +$710K +19,148 +82%
FAAS
25
First Allied Advisory Services
California
$1.36M -$128K -3,460 -9%

IOO Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q4 2015, worth a combined $252M — up 11% from $228M 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 28 trimmed.

The largest buyer was BlackRock, adding an estimated $17.4M. The largest seller was Susquehanna International Group, cutting an estimated $3.52M.

  • 92 institutional investors held iShares Global 100 ETF (IOO) as of Q4 2015, down from 93 in Q3 2015.
  • Funds reported $252M of iShares Global 100 ETF stock for Q4 2015, up 11% quarter-over-quarter.
  • 10 funds opened new iShares Global 100 ETF positions in Q4 2015 and 9 closed out, a net change of +1 holder.
  • The largest iShares Global 100 ETF buyer in Q4 2015 was BlackRock, an estimated $17.4M added.
  • The largest iShares Global 100 ETF seller in Q4 2015 was Susquehanna International Group, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2015.