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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 %
BWM
151
BigSur Wealth Management
Florida
$372K
EWA
152
EP Wealth Advisors
California
$370K +$370K +5,050 New
PWM
153
Perigon Wealth Management
California
$370K +$15.7K +214 +4%
Marshall Wace
154
Marshall Wace
United Kingdom
$366K -$315K -4,303 -46%
WT
155
Whittier Trust
California
$366K
DWP
156
Daymark Wealth Partners
Ohio
$365K +$54.1K +739 +17%
WCG
157
Weaver Consulting Group
California
$361K
Citadel Advisors
158
Citadel Advisors
Florida
$348K +$348K +4,757 New
GS
159
GTS Securities
New York
$344K +$344K +4,697 New
W
160
WPWealth
Texas
$338K
BRWA
161
B. Riley Wealth Advisors
Florida
$330K
Bank of New York Mellon
162
Bank of New York Mellon
New York
$320K -$20.4K -279 -6%
BPA
163
Beacon Pointe Advisors
California
$314K +$7.76K +106 +3%
DAS
164
Dynamic Advisor Solutions
Arizona
$313K
CA
165
Continuum Advisory
Idaho
$304K +$304K +4,146 New
CIA
166
Cape Investment Advisory
Georgia
$292K +$11.9K +162 +4%
JWCA
167
J.W. Cole Advisors
Florida
$277K -$68.2K -931 -20%
FAIM
168
Financial Advocates Investment Management
Washington
$271K +$17.1K +234 +7%
MF
169
Montis Financial
Massachusetts
$271K
NA
170
NewEdge Advisors
Louisiana
$269K +$37K +505 +16%
LA
171
Lane & Associates
New Jersey
$268K
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$267K +$45.7K +624 +21%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$261K
SSWM
174
Strait & Sound Wealth Management
California
$260K
AFP
175
Ausdal Financial Partners
Iowa
$260K +$260K +3,544 New