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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
BlackRock
1
BlackRock
New York
$2.01B +$15.2M +198,391 +0.8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$260M +$17.6M +229,905 +8%
Morgan Stanley
3
Morgan Stanley
New York
$110M +$54.8M +717,075 +110%
ONB
4
Old National Bancorp
Indiana
$106M +$6.66M +87,100 +7%
AssetMark Inc
5
AssetMark Inc
California
$103M -$7.54M -98,642 -7%
AWA
6
Amplius Wealth Advisors
Pennsylvania
$58.3M +$10.9M +141,995 +24%
Bank of America
7
Bank of America
North Carolina
$54.8M +$2.64M +34,536 +5%
WA
8
Waddell & Associates
Tennessee
$52.2M +$19.6M +256,363 +65%
LPL Financial
9
LPL Financial
California
$34.7M +$2.63M +34,360 +9%
UBS Group
10
UBS Group
Switzerland
$32.4M +$940K +12,290 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$28.1M +$3.87M +50,629 +17%
BFA
12
Beaumont Financial Advisors
Massachusetts
$26.2M -$5.4M -70,629 -18%
SI
13
Stephens Inc
Arkansas
$24.8M -$140K -1,835 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.5M -$368K -4,809 -2%
Ameriprise
15
Ameriprise
Minnesota
$21M +$12.8M +167,094 +178%
RJA
16
Raymond James & Associates
Florida
$20.3M +$4.23M +55,353 +28%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.3M -$1.46M -19,078 -8%
CW
18
Connectus Wealth
Ohio
$17M +$15.2M +199,297 +1,675%
Wells Fargo
19
Wells Fargo
California
$15.2M +$3.95M +51,705 +38%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$14.8M +$1M +13,105 +8%
PSCM
21
Per Stirling Capital Management
Texas
$14.7M +$242K +3,164 +2%
KCM
22
Kaye Capital Management
California
$13.8M -$311K -4,067 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.3M +$684K +8,948 +6%
AAS
24
Avantax Advisory Services
Texas
$12.9M +$2.87M +37,562 +31%
AAS
25
Asset Allocation Strategies
Michigan
$12.8M +$1.94M +25,369 +19%