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iShares Global 100 ETF
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Overview Fund Activity

273 hedge funds and large institutions have $4.54B invested in iShares Global 100 ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 94 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
3.95%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
21
Increased
94
Reduced
77
Closed
17
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.63B
2
AssetMark Inc
2
AssetMark Inc
California
$63.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$375M
4
Morgan Stanley
4
Morgan Stanley
New York
$87M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ONB
2
Old National Bancorp
Indiana
$25.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$70.9M
4
UBS Group
4
UBS Group
Switzerland
$36M
5
MG
5
Mather Group
Illinois
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
126
Aveo Capital Partners
Colorado
$980K -$631K -6,364 -39%
KAS
127
KPP Advisory Services
Kentucky
$956K -$37.9K -382 -4%
AWM
128
Avior Wealth Management
Nebraska
$950K -$80.3K -810 -8%
WS
129
Wedbush Securities
California
$899K -$4.18M -42,188 -82%
ASFA
130
All Season Financial Advisors
Colorado
$892K -$3.97K -40 -0.4%
VA
131
Valmark Advisers
Ohio
$855K +$5.65K +57 +0.7%
GRP
132
Global Retirement Partners
California
$854K +$297K +2,997 +53%
NA
133
NewEdge Advisors
Louisiana
$846K -$241K -2,434 -22%
EWA
134
Evolution Wealth Advisors
Florida
$843K -$24.8K -250 -3%
AWA
135
Arete Wealth Advisors
Illinois
$825K -$9.13K -92 -1%
AG
136
Ascent Group
Virginia
$813K +$813K +8,200 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$803K +$803K +8,102 New
CAG
138
Csenge Advisory Group
Florida
$779K +$779K +7,791 New
RA
139
RFG Advisory
Alabama
$772K +$33.2K +335 +4%
Comerica Bank
140
Comerica Bank
Texas
$767K +$20.5K +207 +3%
OWM
141
OneAscent Wealth Management
Alabama
$763K +$763K +7,693 New
HAS
142
HBW Advisory Services
California
$760K +$192K +1,934 +34%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$740K +$2.82K +28 +0.4%
WLPWM
144
Walled Lake Planning & Wealth Management
Illinois
$721K +$30.6K +309 +4%
TPW
145
Transatlantique Private Wealth
New York
$673K +$90.8K +916 +16%
AFP
146
Ausdal Financial Partners
Iowa
$661K +$206K +2,075 +45%
LFS
147
Legacy Financial Strategies
Kansas
$646K – – –
UW
148
Unique Wealth
Florida
$642K – – –
MA
149
Montag & Associates
Georgia
$620K – – –
FHC
150
First Heartland Consultants
Missouri
$618K +$18K +182 +3%
4 5
6
7 8