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iShares Global 100 ETF

258 hedge funds and large institutions have $3.47B 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, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

16% more capital invested

Capital invested by funds: $2.99B → $3.47B (+$483M)

9% more funds holding

Funds holding: 237258 (+21)

1.29% more ownership

Funds ownership: 72.64%73.93% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
258
Holders Change
+21
Holders Change %
+8.86%
% of All Funds
3.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
43
Increased
90
Reduced
77
Closed
19
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$413K -5,405 -3%
DA
27
Drake & Associates
Wisconsin
$12.2M +$99.4K +1,299 +0.9%
SC
28
Scotia Capital
Ontario, Canada
$12.1M -$211K -2,755 -2%
TWP
29
Tower Wealth Partners
Pennsylvania
$9.94M -$257K -3,363 -3%
Citigroup
30
Citigroup
New York
$9.23M +$86.6K +1,132 +1%
FPW
31
Flagship Private Wealth
Massachusetts
$9.15M +$408K +5,330 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$8.89M -$3.77M -49,297 -31%
CF
33
Centaurus Financial
California
$8.76M +$110K +1,434 +1%
KPWS
34
Kestra Private Wealth Services
Texas
$8.31M +$847K +11,072 +12%
AAS
35
Ameritas Advisory Services
Nebraska
$8.23M -$625K -8,176 -8%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$8.18M -$55.1K -721 -0.7%
ZIMP
37
Zimmermann Investment Management & Planning
Pennsylvania
$8.03M +$692K +9,053 +10%
CWM
38
Connecticut Wealth Management
Connecticut
$7.72M
MWM
39
Modern Wealth Management
Kansas
$6.94M +$6.59M +86,171 New
SOS
40
Silver Oak Securities
Tennessee
$6.94M +$2.2M +28,762 +50%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$6.91M -$135K -1,768 -2%
TFS
42
Thoroughbred Financial Services
Tennessee
$6.78M +$728K +9,512 +13%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.69M -$295K -3,861 -4%
BA
44
Bluesphere Advisors
Pennsylvania
$6.67M -$1.22K -16 -0%
SPC
45
Sigma Planning Corp
Michigan
$6M +$3.78M +49,485 +198%
CAC
46
Certified Advisory Corp
Florida
$5.76M +$260K +3,398 +5%
EH
47
Equitable Holdings
New York
$5.41M +$398K +5,201 +8%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$5.33M -$14.5K -190 -0.3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4.74M +$416K +5,442 +10%
PAG
50
Private Advisor Group
New Jersey
$4.55M +$34.6K +453 +0.8%