iShares Global 100 ETF
258 hedge funds and large institutions have $3.42B invested in iShares Global 100 ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 19 closing their positions.
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
18% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 76
14% more capital invested
Capital invested by funds: $2.99B → $3.42B (+$428M)
9% more funds holding
Funds holding: 237 → 258 (+21)
0.12% more ownership
Funds ownership: 72.64% → 72.76% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$19.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.6M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$15.2M |
| 4 |
BlackRock
New York
|
+$15.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$7.54M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$5.4M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.77M |
| 4 |
Jane Street
New York
|
-$3.6M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.57M |
IOO Hedge Fund Activity: Q4 2023 in Review
258 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Global 100 ETF (IOO) for Q4 2023, worth a combined $3.42B — up 14% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IOO positions and 19 closed out — a net gain of 24 holders — while 90 added to existing stakes and 76 trimmed.
The largest buyer was Waddell & Associates, adding an estimated $19.6M. The largest seller was AssetMark Inc, cutting an estimated $7.54M.
- 258 institutional investors held iShares Global 100 ETF (IOO) as of Q4 2023, up from 237 in Q3 2023.
- Funds reported $3.42B of iShares Global 100 ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 43 funds opened new iShares Global 100 ETF positions in Q4 2023 and 19 closed out, a net change of +24 holders.
- The largest iShares Global 100 ETF buyer in Q4 2023 was Waddell & Associates, an estimated $19.6M added.
- The largest iShares Global 100 ETF seller in Q4 2023 was AssetMark Inc, an estimated $7.54M sold.
Based on aggregated 13F filings for Q4 2023.