We are live on ! Find out more
IOO icon

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
Mariner
51
Mariner
Kansas
$4.38M +$409K +5,353 +11%
AI
52
Atria Investments
North Carolina
$4.21M -$1.4M -18,239 -26%
CAL
53
Capital Advisors Ltd
Ohio
$4.21M -$147K -1,920 -4%
HI
54
Hudock Inc
Pennsylvania
$4.03M +$80.8K +1,057 +2%
UWM
55
USAdvisors Wealth Management
Minnesota
$4M -$1.12M -14,588 -23%
1WA
56
180 Wealth Advisors
Washington
$4M -$151K -1,970 -4%
HI
57
Harbour Investments
Wisconsin
$3.95M +$977K +12,777 +35%
Creative Planning
58
Creative Planning
Kansas
$3.84M +$38.1K +498 +1%
FA
59
Fagan Associates
New York
$3.64M -$91.9K -1,201 -3%
ACP
60
Aveo Capital Partners
Colorado
$3.6M -$148K -1,934 -4%
CBFP
61
Cedar Brook Financial Partners
Ohio
$3.44M +$166K +2,172 +5%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$3.38M +$43.8K +573 +1%
KWA
63
Kingswood Wealth Advisors
California
$3.26M +$2.56M +33,500 +479%
BWAM
64
Boyd Watterson Asset Management
Ohio
$3.25M
WF
65
Whelan Financial
California
$3.17M +$463K +6,052 +18%
KAS
66
Kestra Advisory Services
Texas
$2.96M -$324K -4,232 -10%
BFG
67
Bleakley Financial Group
New Jersey
$2.83M -$86.6K -1,132 -3%
SS
68
Simplicity Solutions
Minnesota
$2.83M -$86.6K -1,132 -3%
JP Morgan Chase
69
JP Morgan Chase
New York
$2.82M +$2.4M +31,426 +861%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$2.59M +$205K +2,685 +9%
CAN
71
Cetera Advisor Networks
California
$2.51M -$98.3K -1,285 -4%
AWM
72
AE Wealth Management
Kansas
$2.39M +$2.2M +28,701 New
RJT
73
Raymond James Trust
Florida
$2.35M +$734K +9,593 +49%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$2.34M -$26.1K -341 -1%
Capital International Investors
75
Capital International Investors
California
$2.32M +$1.24M +16,205 +129%