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iShares Global 100 ETF

257 hedge funds and large institutions have $3.81B invested in iShares Global 100 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.17%
New
33
Increased
91
Reduced
75
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$487K
WCG
152
Weaver Consulting Group
California
$475K -$21.1K -236 -4%
GRP
153
Global Retirement Partners
California
$474K +$221K +2,476 +88%
Truist Financial
154
Truist Financial
North Carolina
$458K +$127K +1,419 +38%
BWM
155
BigSur Wealth Management
Florida
$454K
EWA
156
EP Wealth Advisors
California
$454K +$2.15K +24 +0.5%
WT
157
Whittier Trust
California
$447K
PA
158
Parallel Advisors
California
$443K -$84.7K -947 -16%
GWM
159
GSB Wealth Management
Connecticut
$440K -$39.2K -438 -8%
BPA
160
Beacon Pointe Advisors
California
$438K +$64.4K +720 +17%
PWM
161
Perigon Wealth Management
California
$427K -$19.8K -221 -4%
MCP
162
Mirador Capital Partners
California
$417K -$114K -1,278 -21%
W
163
WPWealth
Texas
$412K
TNB
164
Thomasville National Bank
Georgia
$402K -$28.3K -316 -7%
DWP
165
Daymark Wealth Partners
Ohio
$401K -$19.2K -215 -5%
DAS
166
Dynamic Advisor Solutions
Arizona
$394K
AFP
167
Ausdal Financial Partners
Iowa
$391K +$36.6K +409 +10%
HAS
168
HBW Advisory Services
California
$386K
Bank of New York Mellon
169
Bank of New York Mellon
New York
$377K -$13.1K -146 -3%
GWM
170
Geneos Wealth Management
Colorado
$375K +$121K +1,350 +47%
CIA
171
Cape Investment Advisory
Georgia
$355K +$25.9K +290 +8%
BRWA
172
B. Riley Wealth Advisors
Florida
$330K -$11K -150 -3%
LA
173
Lane & Associates
New Jersey
$327K
FTS
174
Fifth Third Securities
Ohio
$325K +$325K +3,635 New
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$321K