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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 %
BAM
151
Belpointe Asset Management
Nevada
$792K +$176K +1,742 +28%
WLPWM
152
Walled Lake Planning & Wealth Management
Illinois
$788K +$55.4K +550 +8%
FFO
153
Fortitude Family Office
Arizona
$786K +$786K +7,800 New
Renaissance Technologies
154
Renaissance Technologies
New York
$786K +$786K +7,800 New
TPW
155
Transatlantique Private Wealth
New York
$786K +$102K +1,014 +15%
RA
156
RFG Advisory
Alabama
$777K -$7.46K -74 -1%
BWM
157
BCS Wealth Management
Tennessee
$773K +$773K +7,673 New
AFP
158
Ausdal Financial Partners
Iowa
$748K +$76.6K +760 +11%
CAG
159
Csenge Advisory Group
Florida
$703K -$81.7K -811 -10%
FHC
160
First Heartland Consultants
Missouri
$694K +$65.7K +652 +10%
OWM
161
OneAscent Wealth Management
Alabama
$680K -$95.1K -944 -12%
Polen Capital Management
162
Polen Capital Management
Florida
$676K +$676K +6,708 New
LFS
163
Legacy Financial Strategies
Kansas
$656K – – –
UW
164
Unique Wealth
Florida
$654K +$1.11K +11 +0.2%
MWM
165
Mascagni Wealth Management
Mississippi
$648K +$648K +6,731 New
Corient Private Wealth
166
Corient Private Wealth
Florida
$642K +$77.1K +765 +14%
MA
167
Montag & Associates
Georgia
$630K – – –
GWM
168
Geneos Wealth Management
Colorado
$623K +$40.3K +400 +7%
AWM
169
Avaii Wealth Management
Wisconsin
$616K +$806 +8 +0.1%
MCP
170
Mirador Capital Partners
California
$592K +$7.05K +70 +1%
GT
171
Glenmede Trust
Pennsylvania
$580K – – –
WS
172
Wedbush Securities
California
$565K -$348K -3,456 -38%
MCM
173
MidAtlantic Capital Management
Virginia
$556K – – –
NAM
174
NTV Asset Management
West Virginia
$547K -$42.3K -420 -7%
EWA
175
EP Wealth Advisors
California
$545K +$35.9K +356 +7%
5 6
7
8 9