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iShares Global 100 ETF
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Overview Fund Activity

320 hedge funds and large institutions have $4.9B invested in iShares Global 100 ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.11%
New
31
Increased
86
Reduced
125
Closed
23
Calls
–
Puts
$3.07M
Net Calls
-$3.07M
Net Calls Change
-$656K

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
+$36.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$26.9M
3
MCC
Money Concepts Capital
Florida
+$9.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.38M

Top Sellers

1
CFD
Creative Financial Designs
Indiana
-$38.8M
2
Ameriprise
Ameriprise
Minnesota
-$19.4M
3
DA
Drake & Associates
Wisconsin
-$16.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$13.9M
5
TCTWM
Three Cord True Wealth Management
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$6.21M +$444K +4,117 +8%
IWC
52
Integrated Wealth Concepts
Massachusetts
$5.93M -$379K -3,512 -6%
CAL
53
Capital Advisors Ltd
Ohio
$5.44M -$53.9K -500 -1%
AssetMark Inc
54
AssetMark Inc
California
$5.32M -$185K -1,716 -3%
CF
55
Centaurus Financial
California
$5.32M -$7.18M -66,558 -57%
SEIA
56
Signature Estate & Investment Advisors
California
$5.3M -$9.06K -84 -0.2%
SOS
57
Silver Oak Securities
Tennessee
$5.27M -$5.81M -53,909 -52%
BBHC
58
Brown Brothers Harriman & Co
New York
$4.88M – – –
KWA
59
Kingswood Wealth Advisors
California
$4.85M -$240K -2,229 -5%
PAG
60
Private Advisor Group
New Jersey
$4.77M +$173K +1,602 +4%
1WA
61
180 Wealth Advisors
Washington
$4.65M -$103K -953 -2%
FA
62
Fagan Associates
New York
$4.43M -$85.6K -794 -2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$4.35M – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$4.21M -$29K -269 -0.7%
MWM
65
Meridian Wealth Management
Kentucky
$4.16M -$2.15M -19,926 -34%
PWM
66
Perigon Wealth Management
California
$4.09M -$47.4K -440 -1%
WF
67
Whelan Financial
California
$4.04M -$873K -8,096 -18%
TPWM
68
Twelve Points Wealth Management
Massachusetts
$4.01M +$4.01M +37,217 New
GIA
69
Gladstone Institutional Advisory
Florida
$3.79M -$3.46M -32,117 -48%
BWAM
70
Boyd Watterson Asset Management
Ohio
$3.74M – – –
CWM
71
Connecticut Wealth Management
Connecticut
$3.72M -$13.8K -128 -0.4%
CKAIS
72
Christensen King & Associates Investment Services
Washington
$3.26M +$37.1K +344 +1%
CFD
73
Creative Financial Designs
Indiana
$3.23M -$38.8M -360,056 -92%
BFG
74
Bleakley Financial Group
New Jersey
$3.18M +$365K +3,381 +13%
PIA
75
Powell Investment Advisors
Florida
$3.17M +$2.22M +20,568 +234%
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