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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
AF
201
Apexium Financial
Texas
$227K +$215K +2,815 New
DWM
202
Dogwood Wealth Management
Kansas
$222K +$211K +2,760 New
WEG
203
World Equity Group
Illinois
$220K -$1.78M -23,255 -89%
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$220K
TFF
205
The Family Firm
Maryland
$220K +$209K +2,729 New
William Blair & Company
206
William Blair & Company
Illinois
$208K -$3.21K -42 -2%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$208K +$459 +6 +0.2%
SAM
208
Silvercrest Asset Management
New York
$207K +$197K +2,570 New
GCP
209
GSA Capital Partners
United Kingdom
$204K -$72.4K -947 -27%
CAS
210
Coppell Advisory Solutions
Texas
$155K +$147K +1,925 New
AF
211
Allworth Financial
California
$145K
TFGT
212
TS Financial Group (TSFG)
Illinois
$137K +$76 +1 +0.1%
PS
213
Principal Securities
Iowa
$132K +$126K +1,644 New
ASN
214
Advisory Services Network
Georgia
$123K +$117K +1,526 New
S
215
SignatureFD
Georgia
$101K +$96.4K +1,260 New
WTC
216
WhitTier Trust Company
Nevada
$95.8K
PFM
217
Phillips Financial Management
Indiana
$95.2K -$11.8K -154 -12%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$95K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$95K +$26.6K +348 +42%
SA
220
Scarborough Advisors
Maryland
$72.7K +$69.1K +903 New
BTI
221
Blue Trust Inc
Georgia
$59K
TCM
222
TD Capital Management
Tennessee
$55.1K +$52.3K +684 New
SFA
223
Semmax Financial Advisors
North Carolina
$54.5K +$306 +4 +0.6%
AP
224
Advisors Preferred
Maryland
$45.4K
Lazard Asset Management
225
Lazard Asset Management
New York
$39K +$31.4K +411 +514%