iShares Global 100 ETF
212 hedge funds and large institutions have $2.53B invested in iShares Global 100 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
10% more capital invested
Capital invested by funds: $2.3B → $2.53B (+$226M)
4% more funds holding
Funds holding: 204 → 212 (+8)
1.84% more ownership
Funds ownership: 69.37% → 71.21% (+1.8%)
19% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$37M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$29.4M |
| 3 |
Jane Street
New York
|
+$7.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.18M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$23M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$8.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.62M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.69M |
| 5 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$5.39M |
IOO Hedge Fund Activity: Q1 2023 in Review
212 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q1 2023, worth a combined $2.53B — up 9.8% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IOO positions and 14 closed out — a net gain of 13 holders — while 55 added to existing stakes and 68 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $37M. The largest seller was BlackRock, cutting an estimated $23M.
- 212 institutional investors held iShares Global 100 ETF (IOO) as of Q1 2023, up from 204 in Q4 2022.
- Funds reported $2.53B of iShares Global 100 ETF stock for Q1 2023, up 9.8% quarter-over-quarter.
- 27 funds opened new iShares Global 100 ETF positions in Q1 2023 and 14 closed out, a net change of +13 holders.
- The largest iShares Global 100 ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $37M added.
- The largest iShares Global 100 ETF seller in Q1 2023 was BlackRock, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2023.