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iShares Global 100 ETF

93 hedge funds and large institutions have $238M invested in iShares Global 100 ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

1% more funds holding

Funds holding: 9293 (+1)

0.64% less ownership

Funds ownership: 29.94%29.31% (-0.64%)

6% less capital invested

Capital invested by funds: $252M → $238M (-$14M)

43% less call options, than puts

Call options by funds: $290K | Put options by funds: $507K

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
34
Closed
8
Calls
$290K
Puts
$507K
Net Calls
-$217K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.5M -$1.86M -53,922 -4%
Bank of America
2
Bank of America
North Carolina
$37.2M -$7.2M -209,174 -17%
BCI
3
Brinker Capital Investments
Pennsylvania
$17.6M -$2.07M -60,072 -11%
Morgan Stanley
4
Morgan Stanley
New York
$17.2M -$4.9M -142,424 -23%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.4M +$5.86M +170,126 +98%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.9M -$1.69M -48,980 -13%
SG Americas Securities
7
SG Americas Securities
New York
$11.4M +$10.9M +317,178 New
SC
8
Scotia Capital
Ontario, Canada
$9.03M +$27.6K +802 +0.3%
Jane Street
9
Jane Street
New York
$6.95M +$6.65M +193,198 New
UBS Group
10
UBS Group
Switzerland
$6.15M +$132K +3,830 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.62M +$3.24M +94,126 +152%
CFA
12
Carroll Financial Associates
North Carolina
$4.17M -$111K -3,214 -3%
OMC
13
Old Mission Capital
Illinois
$3.97M +$3.38M +98,258 +802%
LPL Financial
14
LPL Financial
California
$3.52M -$771K -22,412 -18%
Citadel Advisors
15
Citadel Advisors
Florida
$2.76M +$2.64M +76,672 New
CAN
16
Cetera Advisor Networks
California
$2.62M -$338K -9,820 -12%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$2.61M +$117K +3,386 +5%
CCFCSB
18
Cape Cod Five Cents Savings Bank
Massachusetts
$2.46M -$107K -3,110 -4%
AIG
19
American International Group
New York
$2.41M +$1.29M +37,488 +127%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.97M +$63.9K +1,856 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.73M -$44.7K -1,300 -3%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$1.69M -$37.9K -1,100 -2%
CAL
23
Capital Advisors Ltd
Ohio
$1.57M +$41.6K +1,208 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.55M -$15.1K -440 -1%
AIA
25
Allegis Investment Advisors
Idaho
$1.45M +$615K +17,852 +79%

IOO Hedge Fund Activity: Q1 2016 in Review

93 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q1 2016, worth a combined $238M — down 5.6% from $252M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IOO positions and 8 closed out — a net gain of 3 holders — while 17 added to existing stakes and 34 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $10.9M. The largest seller was Prudential Financial, exiting entirely with an estimated $16.7M sold.

  • 93 institutional investors held iShares Global 100 ETF (IOO) as of Q1 2016, up from 92 in Q4 2015.
  • Funds reported $238M of iShares Global 100 ETF stock for Q1 2016, down 5.6% quarter-over-quarter.
  • 11 funds opened new iShares Global 100 ETF positions in Q1 2016 and 8 closed out, a net change of +3 holders.
  • The largest iShares Global 100 ETF buyer in Q1 2016 was SG Americas Securities, an estimated $10.9M added.
  • The largest iShares Global 100 ETF seller in Q1 2016 was Prudential Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2016.