We are live on ! Find out more
IOO icon

iShares Global 100 ETF

258 hedge funds and large institutions have $3.47B invested in iShares Global 100 ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

16% more capital invested

Capital invested by funds: $2.99B → $3.47B (+$483M)

9% more funds holding

Funds holding: 237258 (+21)

1.29% more ownership

Funds ownership: 72.64%73.93% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
258
Holders Change
+21
Holders Change %
+8.86%
% of All Funds
3.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
43
Increased
90
Reduced
77
Closed
19
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Ignite Planners
California
$442K -$7.34K -96 -2%
MCM
152
MidAtlantic Capital Management
Virginia
$442K +$420K +5,489 New
OWM
153
OneAscent Wealth Management
Alabama
$440K +$418K +5,460 New
Corient Private Wealth
154
Corient Private Wealth
Florida
$439K -$11.3K -148 -3%
GWM
155
GSB Wealth Management
Connecticut
$431K -$47.3K -618 -10%
BCPWM
156
Bradley & Co Private Wealth Management
Florida
$419K +$398K +5,205 New
WLPWM
157
Walled Lake Planning & Wealth Management
Illinois
$412K -$459 -6 -0.1%
BWM
158
BigSur Wealth Management
Florida
$409K
EWA
159
EP Wealth Advisors
California
$407K
WT
160
Whittier Trust
California
$403K
PWM
161
Perigon Wealth Management
California
$403K -$3.6K -47 -0.9%
TNB
162
Thomasville National Bank
Georgia
$388K -$26.5K -346 -7%
HAS
163
HBW Advisory Services
California
$386K +$367K +4,796 New
DWP
164
Daymark Wealth Partners
Ohio
$378K -$22.1K -289 -6%
BRWA
165
B. Riley Wealth Advisors
Florida
$375K +$11.5K +150 +3%
W
166
WPWealth
Texas
$371K
MG
167
Mather Group
Illinois
$370K +$352K +4,596 New
Renaissance Technologies
168
Renaissance Technologies
New York
$354K +$337K +4,400 New
Bank of New York Mellon
169
Bank of New York Mellon
New York
$351K -$306 -4 -0.1%
DAS
170
Dynamic Advisor Solutions
Arizona
$349K +$10.6K +138 +3%
FIS
171
Fischer Investment Strategies
California
$348K +$331K +4,325 New
BPA
172
Beacon Pointe Advisors
California
$336K -$8.11K -106 -2%
HIM
173
Hanlon Investment Management
New Jersey
$333K -$78.5K -1,026 -20%
CA
174
Continuum Advisory
Idaho
$331K -$3.21K -42 -1%
AFP
175
Ausdal Financial Partners
Iowa
$320K +$32.5K +425 +12%