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iShares Global 100 ETF
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Overview Fund Activity

307 hedge funds and large institutions have $4.75B invested in iShares Global 100 ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+34
Holders Change %
+12.45%
% of All Funds
4.09%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
55
Increased
114
Reduced
71
Closed
12
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$420K

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.73B
2
CFD
2
Creative Financial Designs
Indiana
$37.3M
3
MWM
3
Modern Wealth Management
Kansas
$31.9M
4
LPL Financial
4
LPL Financial
California
$86.7M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$105M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$331M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$38.3M
3
OCM
3
One Capital Management
California
$0
4
BC
4
Bricktown Capital
Michigan
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Beaumont Capital Management
Massachusetts
$292K +$55.7K +553 +24%
WAM
227
WFA Asset Management
Wisconsin
$292K +$76.4K +758 +35%
Lido Advisors
228
Lido Advisors
California
$280K +$280K +2,778 New
AF
229
Atala Financial
California
$280K +$280K +2,776 New
MCWS
230
McKinley Carter Wealth Services
West Virginia
$273K -$11.3K -112 -4%
SC
231
Savant Capital
Illinois
$272K -$171K -1,697 -39%
DC
232
Darrow Company
Massachusetts
$270K +$66.2K +657 +32%
TFF
233
The Family Firm
Maryland
$269K -$1.51K -15 -0.6%
HWM
234
HB Wealth Management
Georgia
$263K +$263K +2,608 New
SAM
235
Silvercrest Asset Management
New York
$259K – – –
CAM
236
Cresset Asset Management
Illinois
$258K – – –
SSWM
237
Strait & Sound Wealth Management
California
$248K -$98K -973 -28%
FFWM
238
Future Financial Wealth Management
Ohio
$247K – – –
CIC
239
Carnegie Investment Counsel
Ohio
$245K – – –
M&T Bank
240
M&T Bank
New York
$238K – – –
JIC
241
Joel Isaacson & Co
New York
$229K +$229K +2,273 New
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$226K – – –
DWM
243
Diversify Wealth Management
Utah
$224K +$224K +2,247 New
WCWM
244
Willow Creek Wealth Management
California
$224K – – –
AF
245
Affiance Financial
Minnesota
$222K – – –
AFA
246
Arlington Financial Advisors
California
$219K +$219K +2,177 New
GVAG
247
Great Valley Advisor Group
Delaware
$218K -$14.4K -143 -6%
GIA
248
Guyasuta Investment Advisors
Pennsylvania
$217K – – –
NFC
249
Northstar Financial Companies
Pennsylvania
$211K +$211K +2,093 New
MCM
250
Mainstay Capital Management
Michigan
$208K +$208K +2,068 New
8 9
10
11 12