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iShares Global 100 ETF

237 hedge funds and large institutions have $2.99B invested in iShares Global 100 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+7
Holders Change %
+3.04%
% of All Funds
3.78%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
27
Increased
85
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$541K
Goldman Sachs
127
Goldman Sachs
New York
$538K
KWA
128
Kingswood Wealth Advisors
California
$518K -$2.46M -33,235 -83%
Stifel Financial
129
Stifel Financial
Missouri
$514K -$623K -8,502 -55%
DFA
130
DHK Financial Advisors
New Hampshire
$512K +$256K +3,500 +100%
LFS
131
Legacy Financial Strategies
Kansas
$493K
BCM
132
Brookstone Capital Management
Illinois
$489K -$620K -8,439 -56%
PA
133
Parallel Advisors
California
$476K +$124K +1,696 +35%
MCP
134
Mirador Capital Partners
California
$464K +$464K +6,329 New
MA
135
Montag & Associates
Georgia
$458K
UW
136
Unique Wealth
Florida
$457K +$1.47K +20 +0.3%
AWM
137
Avaii Wealth Management
Wisconsin
$455K +$1.1K +15 +0.2%
NAM
138
NTV Asset Management
West Virginia
$450K
NFSG
139
Newbridge Financial Services Group
Florida
$447K +$214K +2,927 +92%
FHC
140
First Heartland Consultants
Missouri
$440K +$12.2K +167 +3%
GWM
141
GSB Wealth Management
Connecticut
$437K +$7.25K +99 +2%
GT
142
Glenmede Trust
Pennsylvania
$426K
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$419K -$2.4M -32,819 -85%
IP
144
Ignite Planners
California
$412K +$412K +5,635 New
Corient Private Wealth
145
Corient Private Wealth
Florida
$410K +$6.3K +86 +2%
Truist Financial
146
Truist Financial
North Carolina
$394K -$7.32K -100 -2%
Comerica Bank
147
Comerica Bank
Texas
$387K +$387K +5,288 New
HIM
148
Hanlon Investment Management
New Jersey
$378K +$378K +5,164 New
TNB
149
Thomasville National Bank
Georgia
$378K +$5.79K +79 +2%
WLPWM
150
Walled Lake Planning & Wealth Management
Illinois
$375K +$11.9K +163 +3%