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iShares Global 100 ETF

257 hedge funds and large institutions have $3.81B invested in iShares Global 100 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
33
Increased
91
Reduced
75
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$802K -$442K -4,947 -36%
MG
127
Mather Group
Illinois
$800K +$430K +5,338 +116%
EWA
128
Evolution Wealth Advisors
Florida
$783K -$21.9K -245 -3%
VA
129
Valmark Advisers
Ohio
$774K -$5.1K -57 -0.7%
NA
130
NewEdge Advisors
Louisiana
$751K +$48.1K +538 +7%
MSFS
131
Main Street Financial Solutions
Pennsylvania
$740K +$740K +8,282 New
WI
132
Wintrust Investments
Illinois
$694K +$13.4K +150 +2%
BWM
133
BCS Wealth Management
Tennessee
$686K
Comerica Bank
134
Comerica Bank
Texas
$662K +$19K +213 +3%
RA
135
RFG Advisory
Alabama
$662K -$9.93K -111 -1%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$650K -$10K -112 -2%
NMG
137
New Millennium Group
Utah
$611K +$47.5K +531 +8%
MF
138
Montis Financial
Massachusetts
$605K
LFS
139
Legacy Financial Strategies
Kansas
$583K
UW
140
Unique Wealth
Florida
$573K +$13.9K +155 +2%
MA
141
Montag & Associates
Georgia
$559K
AWM
142
Avaii Wealth Management
Wisconsin
$547K -$2.59K -29 -0.5%
FIS
143
Fischer Investment Strategies
California
$543K +$157K +1,751 +40%
WLPWM
144
Walled Lake Planning & Wealth Management
Illinois
$539K +$81.6K +913 +18%
FHC
145
First Heartland Consultants
Missouri
$536K +$22K +246 +4%
NAM
146
NTV Asset Management
West Virginia
$532K -$17.9K -200 -3%
GT
147
Glenmede Trust
Pennsylvania
$514K -$6.26K -70 -1%
OWM
148
OneAscent Wealth Management
Alabama
$501K +$12.4K +139 +3%
Cerity Partners
149
Cerity Partners
New York
$494K -$228K -2,591 -32%
MCM
150
MidAtlantic Capital Management
Virginia
$493K +$2.24K +25 +0.5%