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iShares Global 100 ETF
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Overview Fund Activity

307 hedge funds and large institutions have $4.75B invested in iShares Global 100 ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+34
Holders Change %
+12.45%
% of All Funds
4.09%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
55
Increased
114
Reduced
71
Closed
12
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$420K

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.73B
2
CFD
2
Creative Financial Designs
Indiana
$37.3M
3
MWM
3
Modern Wealth Management
Kansas
$31.9M
4
LPL Financial
4
LPL Financial
California
$86.7M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$105M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$331M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$38.3M
3
OCM
3
One Capital Management
California
$0
4
BC
4
Bricktown Capital
Michigan
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$1.19M +$2.32K +23 +0.2%
Creative Planning
127
Creative Planning
Kansas
$1.18M -$35.9K -356 -3%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$1.17M +$352K +3,493 +43%
Stifel Financial
129
Stifel Financial
Missouri
$1.17M -$6.25K -62 -0.5%
IFS
130
Ifrah Financial Services
Arkansas
$1.13M +$26.1K +259 +2%
GRP
131
Global Retirement Partners
California
$1.12M +$255K +2,531 +29%
PIA
132
Powell Investment Advisors
Florida
$1.12M +$4.54K +45 +0.4%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$1.07M -$38.4K -381 -3%
OC
134
Oppenheimer & Co
New York
$1.06M -$31.9K -317 -3%
AA
135
Alesco Advisors
New York
$1.02M – – –
KIA
136
KCM Investment Advisors
California
$1.01M -$81.6K -810 -7%
WIA
137
World Investment Advisors
California
$1.01M -$41.4K -411 -4%
Goldman Sachs
138
Goldman Sachs
New York
$945K -$2.35M -23,332 -71%
NA
139
NewEdge Advisors
Louisiana
$938K +$78.5K +779 +9%
KAS
140
KPP Advisory Services
Kentucky
$933K -$38.7K -384 -4%
AWM
141
Avior Wealth Management
Nebraska
$927K -$38.4K -381 -4%
RSF
142
Rik Saylor Financial
Ohio
$909K +$909K +9,023 New
HAS
143
HBW Advisory Services
California
$872K +$99.3K +985 +13%
AWA
144
Arete Wealth Advisors
Illinois
$868K +$29.8K +296 +4%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$857K +$541K +5,370 +171%
KWM
146
Kingsview Wealth Management
Oregon
$843K -$2.41M -23,896 -74%
FFN
147
Focus Financial Network
Minnesota
$835K +$835K +8,287 New
EWA
148
Evolution Wealth Advisors
Florida
$832K -$25.2K -250 -3%
Comerica Bank
149
Comerica Bank
Texas
$832K +$52.5K +521 +7%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$803K +$63.3K +628 +9%
4 5
6
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