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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
SWP
101
Stratos Wealth Partners
Ohio
$1.12M -$60K -784 -5%
OBWG
102
Onyx Bridge Wealth Group
New York
$1.1M +$17.9K +234 +2%
DWT
103
Dorsey & Whitney Trust
South Dakota
$1.1M -$90.6K -1,185 -8%
LAS
104
Legacy Advisory Services
Pennsylvania
$1.07M +$1.02M +13,343 New
AWM
105
Avior Wealth Management
Nebraska
$1.06M -$233K -3,051 -19%
HWM
106
Howard Wealth Management
Connecticut
$1.02M +$1.91K +25 +0.2%
BCM
107
Beaumont Capital Management
Massachusetts
$995K -$81.9K -1,071 -8%
FHA
108
Flagship Harbor Advisors
Massachusetts
$979K -$28.1K -368 -3%
AC
109
Abbrea Capital
California
$969K
CTC
110
Central Trust Company
Missouri
$967K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$946K -$8.34K -109 -0.9%
HighTower Advisors
112
HighTower Advisors
Illinois
$941K +$3.14K +41 +0.4%
EE
113
EWG Elevate
California
$922K +$876K +11,447 New
CFD
114
Creative Financial Designs
Indiana
$918K -$23.9K -313 -3%
PIA
115
Powell Investment Advisors
Florida
$910K +$4.36K +57 +0.5%
OC
116
Oppenheimer & Co
New York
$885K -$19.3K -252 -2%
KIA
117
KCM Investment Advisors
California
$875K +$9.94K +130 +1%
US Bancorp
118
US Bancorp
Minnesota
$823K -$2.12M -27,768 -73%
AA
119
Alesco Advisors
New York
$814K
OFS
120
OneAscent Financial Services
Alabama
$813K -$2.57M -33,571 -77%
IFS
121
Ifrah Financial Services
Arkansas
$789K -$39.1K -511 -5%
WS
122
Wedbush Securities
California
$788K +$748K +9,783 New
FAIM
123
Financial Advocates Investment Management
Washington
$774K +$452K +5,916 +160%
VWA
124
Visionary Wealth Advisors
Illinois
$740K +$60.4K +790 +9%
EWA
125
Evolution Wealth Advisors
Florida
$725K