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iShares Global 100 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $2.3B invested in iShares Global 100 ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
37
Increased
53
Reduced
67
Closed
20
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$479K

Top Buyers

1
WA
Waddell & Associates
Tennessee
$22.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.86M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$9.89M
4
Wells Fargo
Wells Fargo
California
$7.97M
5
KPWS
Kestra Private Wealth Services
Texas
$3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$52.3K
2
BlackRock
BlackRock
New York
$1.61B
3
AWA
Amplius Wealth Advisors
Pennsylvania
$34.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$4.43M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$214K -$10.4K -162 -5%
GJIC
152
Gamble Jones Investment Counsel
California
$214K – – –
EWA
153
Encompass Wealth Advisors
Oregon
$214K +$214K +3,340 New
SFG
154
Summit Financial Group
West Virginia
$212K +$212K +3,305 New
PAM
155
Palisade Asset Management
Minnesota
$206K +$206K +3,220 New
FC
156
Financial Council
Maryland
$203K +$203K +3,176 New
SWA
157
SFMG Wealth Advisors
Texas
$203K +$203K +3,164 New
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$203K -$28.8K -450 -12%
AF
159
Affiance Financial
Minnesota
$191K +$105K +1,640 +122%
MCC
160
Money Concepts Capital
Florida
$176K +$101K +1,581 +135%
KTC
161
Kistler-Tiffany Companies
Pennsylvania
$168K – – –
NA
162
NewEdge Advisors
Louisiana
$160K +$160K +2,607 New
Lazard Asset Management
163
Lazard Asset Management
New York
$154K +$154K +2,405 +40,083%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$153K -$81.9K -1,276 -35%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$149K +$576 +9 +0.4%
SCA
166
Stonebridge Capital Advisors
Minnesota
$128K – – –
Allianz Asset Management
167
Allianz Asset Management
Germany
$112K -$2.82M -44,000 -96%
TFGT
168
TS Financial Group (TSFG)
Illinois
$109K +$96.2K +1,501 +751%
GWM
169
Geneos Wealth Management
Colorado
$108K – – –
GIA
170
GHP Investment Advisors
Colorado
$100K – – –
PFM
171
Phillips Financial Management
Indiana
$97.7K – – –
ACA
172
Aptus Capital Advisors
Alabama
$96.8K -$5.25K -82 -5%
NFSG
173
Newbridge Financial Services Group
Florida
$93.6K +$59.7K +932 +176%
TCA
174
Trifecta Capital Advisors
Illinois
$81.6K +$81.6K +1,274 New
William Blair & Company
175
William Blair & Company
Illinois
$79K -$15.6K -243 -16%
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7
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