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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
Truist Financial
176
Truist Financial
North Carolina
$298K -$128K -1,678 -31%
AWA
177
Arete Wealth Advisors
Illinois
$298K +$26.5K +346 +10%
CIA
178
Cape Investment Advisory
Georgia
$296K -$23.9K -313 -8%
SSWM
179
Strait & Sound Wealth Management
California
$295K +$9.71K +127 +4%
LA
180
Lane & Associates
New Jersey
$294K
JWCA
181
J.W. Cole Advisors
Florida
$288K -$16K -209 -6%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$287K
DFA
183
DHK Financial Advisors
New Hampshire
$282K -$268K -3,500 -50%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$282K
AHC
185
Adell Harriman & Carpenter
Texas
$270K
EWA
186
Encompass Wealth Advisors
Oregon
$269K
LFAS
187
Level Four Advisory Services
Texas
$266K +$253K +3,303 New
SFG
188
Summit Financial Group
West Virginia
$262K -$3.82K -50 -2%
PAM
189
Palisade Asset Management
Minnesota
$259K
SWA
190
SFMG Wealth Advisors
Texas
$259K +$1.3K +17 +0.5%
MCWS
191
McKinley Carter Wealth Services
West Virginia
$253K
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$252K +$240K +3,134 New
FC
193
Financial Council
Maryland
$251K -$4.59K -60 -2%
IA
194
IFP Advisors
Florida
$244K -$2.22K -29 -0.9%
LL
195
LWMG LLC
Minnesota
$238K +$306 +4 +0.1%
RWM
196
Revisor Wealth Management
Ohio
$237K +$226K +2,949 New
PFG
197
Peterson Financial Group
Iowa
$231K +$219K +2,865 New
CA
198
Calton & Associates
Florida
$230K +$218K +2,851 New
GWM
199
Geneos Wealth Management
Colorado
$229K +$76.1K +995 +54%
GRP
200
Global Retirement Partners
California
$227K +$96.8K +1,265 +81%