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iShares Global 100 ETF
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Overview Fund Activity

319 hedge funds and large institutions have $4.49B invested in iShares Global 100 ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
38
Increased
84
Reduced
103
Closed
23
Calls
$318K
Puts
$2.74M
Net Calls
-$2.42M
Net Calls Change
-$2.62M

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$105M
2
BlackRock
BlackRock
New York
+$35M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$10.7M
4
Jane Street
Jane Street
New York
+$7.86M
5
LPL Financial
LPL Financial
California
+$7.31M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$65.1M
2
AssetMark Inc
AssetMark Inc
California
-$50.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$31.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
5
PSCM
Per Stirling Capital Management
Texas
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Hudock Inc
Pennsylvania
$7.51M +$2.31M +23,982 +44%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$7.14M +$2.92M +30,394 +69%
VA
53
Valmark Advisers
Ohio
$6.67M -$230K -2,386 -3%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$6.52M -$432K -4,486 -6%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$6.5M -$29.9M -310,697 -82%
GIA
56
Gladstone Institutional Advisory
Florida
$6.48M -$740K -7,685 -10%
KAS
57
Kestra Advisory Services
Texas
$6.04M -$1.15M -11,948 -16%
DWM
58
Dogwood Wealth Management
Kansas
$5.81M +$126K +1,311 +2%
IWC
59
Integrated Wealth Concepts
Massachusetts
$5.64M +$655K +6,802 +13%
MWM
60
Meridian Wealth Management
Kentucky
$5.63M +$563K +5,843 +11%
HCWM
61
Hidden Cove Wealth Management
Washington
$5.55M +$343K +3,559 +7%
NFSG
62
Newbridge Financial Services Group
Florida
$5.15M +$1,000K +10,383 +24%
AssetMark Inc
63
AssetMark Inc
California
$4.91M -$50.6M -525,181 -91%
CAL
64
Capital Advisors Ltd
Ohio
$4.9M -$89.3K -927 -2%
SEIA
65
Signature Estate & Investment Advisors
California
$4.74M +$77.9K +809 +2%
MFG
66
Merit Financial Group
Georgia
$4.73M +$35.3K +367 +0.8%
KWA
67
Kingswood Wealth Advisors
California
$4.56M -$4.05M -41,861 -47%
WF
68
Whelan Financial
California
$4.39M -$1.44K -15 -0%
BBHC
69
Brown Brothers Harriman & Co
New York
$4.36M +$1.08M +11,206 +33%
1WA
70
180 Wealth Advisors
Washington
$4.24M -$155K -1,613 -4%
PAG
71
Private Advisor Group
New Jersey
$4.11M -$565K -5,866 -12%
FA
72
Fagan Associates
New York
$4.04M -$84.6K -879 -2%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.89M -$102K -1,063 -3%
AI
74
Atria Investments
North Carolina
$3.8M -$304K -3,154 -7%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$3.79M -$1.73K -18 -0%
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