Vault-13

ISHARES INC PICK

MSCI GBL ETF NEW · ETP · CUSIP 46434G848

223 institutional holders +39 vs Q4 2025
16,226,38316.2m shares reported held*
$917.7mreported value*
63 new 79 added 40 reduced 21 sold out net bought ≈ $175.9m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.55. Options: 2 managers hold calls ($4.4m notional), 1 hold puts ($769.6k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 138Q4 22: 168Q1 23: 164Q2 23: 155Q3 23: 160Q4 23: 174Q1 24: 171Q2 24: 171Q3 24: 159Q4 24: 154Q1 25: 147Q2 25: 145Q3 25: 150Q4 25: 184Q1 26: 223223Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022138
Q4 2022168
Q1 2023164
Q2 2023155
Q3 2023160
Q4 2023174
Q1 2024171
Q2 2024171
Q3 2024159
Q4 2024154
Q1 2025147
Q2 2025145
Q3 2025150
Q4 2025184
Q1 2026223

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 70 bought or addedQ2 24: 79 cut or sold outQ3 24: 58 bought or addedQ3 24: 91 cut or sold outQ3 24Q4 24: 62 bought or addedQ4 24: 72 cut or sold outQ1 25: 54 bought or addedQ1 25: 69 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 68 cut or sold outQ3 25: 62 bought or addedQ3 25: 62 cut or sold outQ3 25Q4 25: 96 bought or addedQ4 25: 60 cut or sold outQ1 26: 142 bought or addedQ1 26: 61 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247079
Q3 20245891
Q4 20246272
Q1 20255469
Q2 20255768
Q3 20256262
Q4 20259660
Q1 202614261

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ2 25 calls: $2.1mQ2 25 puts: $552.7kQ2 25P/C 0.26Q3 25 calls: $6.2mQ3 25 puts: $912.2kQ3 25P/C 0.15Q4 25 calls: $3.0mQ4 25 puts: $657.2kQ4 25P/C 0.22Q1 26 calls: $4.4mQ1 26 puts: $769.6kQ1 26P/C 0.18
Numbers
QuarterCallsPutsP/C
Q2 2025$2.1m$552.7k0.26
Q3 2025$6.2m$912.2k0.15
Q4 2025$3.0m$657.2k0.22
Q1 2026$4.4m$769.6k0.18

Biggest buyers

Woodline Partners LP New +638,738+638.7k
BANK OF AMERICA CORP /DE/ Added +575,197+575.2k
STIFEL FINANCIAL CORP Added +442,670+442.7k
BENJAMIN EDWARDS INC New +373,274+373.3k
Bank Julius Baer & Co. Ltd, Zurich New +370,221+370.2k
Kestra Advisory Services, LLC Added +284,930+284.9k
VESTOR CAPITAL, LLC New +206,992+207.0k
JPMORGAN CHASE & CO Added +180,851+180.9k
CONFLUENCE INVESTMENT MANAGEMENT LLC New +143,972+144.0k
OLD MISSION CAPITAL LLC New +139,779+139.8k

Biggest sellers

Municipal Employees' Retirement System of Michigan Reduced -890,994-891.0k
PRUDENTIAL PLC Sold out -341,200-341.2k
Cartenna Capital, LP Sold out -300,000-300.0k
JANE STREET GROUP, LLC Reduced -148,241-148.2k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -106,450-106.5k
Tidal Investments LLC Sold out -95,286-95.3k
Fisher Asset Management, LLC Reduced -87,017-87.0k
First Trust Bank, Ltd. Reduced -69,348-69.3k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -46,480-46.5k
Corient Private Wealth LP Reduced -44,264-44.3k

Biggest calls

CITADEL ADVISORS LLC Added $3.8m67.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $565.9k10.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $769.6k13.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.06% of their portfolio PLANO, TX 3,030,7003.0m $171.5m $171.5m 0.06% Reduced -87.0k -87,017
2 Municipal Employees' Retirement System of Michigan 1.14% of their portfolio LANSING, MI 1,767,8621.8m $100.0m $100.0m 1.14% Reduced -891.0k -890,994
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,062,7221.1m $60.1m $60.1m 0.00% Added +575.2k +575,197
4 Woodline Partners LP 0.14% of their portfolio San Francisco, CA 638,738638.7k $36.1m $36.1m 0.14% New
5 New Harbor Financial Group, LLC 5.80% of their portfolio WORCESTER, MA 564,600564.6k $32.0m $32.0m 5.80% Added +30.1k +30,093
6 Greenline Partners, LLC 3.09% of their portfolio NEW YORK, NY 507,961508.0k $28.7m $28.7m 3.09% Added +45 +45
7 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 467,918467.9k $26.5m $26.5m 0.02% Added +442.7k +442,670
8 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 401,759401.8k $22.7m $22.7m 0.02% Reduced -148.2k -148,241
9 BENJAMIN EDWARDS INC 0.21% of their portfolio Clayton, MO 373,274373.3k $21.1m $21.1m 0.21% New
10 Bank Julius Baer & Co. Ltd, Zurich 0.06% of their portfolio ZURICH, V8 370,221370.2k $21.0m $21.0m 0.06% New
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 323,780323.8k $18.3m $18.3m 0.00% Added +36.0k +35,973
12 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 288,950288.9k $16.4m $16.4m 0.06% Added +284.9k +284,930
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 277,111277.1k $15.7m $15.7m 0.00% Added +102.7k +102,694
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 262,118262.1k $14.8m $14.8m 0.00% Added +102.5k +102,473
15 Proficio Capital Partners LLC 0.78% of their portfolio NEWTON, MA 257,117257.1k $14.6m $14.6m 0.78% Added +102.0k +102,032
16 Almanack Investment Partners, LLC. 2.34% of their portfolio WAYNE, PA 244,668244.7k $13.8m $13.8m 2.34% Added +10.0k +10,011
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 230,130230.1k $13.0m $13.0m 0.00% Added +47.1k +47,137
18 VESTOR CAPITAL, LLC 0.85% of their portfolio CHICAGO, IL 206,992207.0k $11.7m $11.7m 0.85% New
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 188,563188.6k $10.2m $10.2m 0.00% Added +180.9k +180,851
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 184,524184.5k $10.4m $10.4m 0.00% Added +67.9k +67,853
21 Ackerman Capital Advisors, LLC 2.10% of their portfolio DALLAS, TX 180,822180.8k $10.2m $10.2m 2.10% Reduced -1.5k -1,452
22 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.13% of their portfolio ST. LOUIS, MO 143,972144.0k $8.1m $8.1m 0.13% New
23 OLD MISSION CAPITAL LLC 0.19% of their portfolio CHICAGO, IL 139,779139.8k $7.9m $7.9m 0.19% New
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 138,194138.2k $7.8m $7.8m 0.00% Reduced -39.0k -39,039
25 EDMOND DE ROTHSCHILD HOLDING S.A. 0.11% of their portfolio CHAMBESY, V8 136,050136.1k $7.7m $7.7m 0.11% New
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 135,827135.8k $7.7m $7.7m 0.00% Added +88.5k +88,511
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 123,112123.1k $7.0m $7.0m 0.01% Added +93.0k +93,003
28 Retirement Management Systems Inc. 1.59% of their portfolio STEVENSVILLE, MD 116,694116.7k $6.6m $6.6m 1.59% New
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 110,871110.9k $6.3m $6.3m 0.00% Added +22.5k +22,455
30 First Trust Bank, Ltd. 11.97% of their portfolio NASSAU, C5 107,602107.6k $6.1m $6.1m 11.97% Reduced -69.3k -69,348
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 105,356105.4k $6.0m $6.0m 0.01% Added +72.7k +72,689
32 Trilogy Capital Inc. 0.26% of their portfolio IRVINE, CA 105,087105.1k $5.9m $5.9m 0.26% New
33 THEORY FINANCIAL LLC 2.03% of their portfolio FORT COLLINS, CO 102,094102.1k $5.8m $5.8m 2.03% Added +55.2k +55,172
34 TLS Advisors LLC 13.56% of their portfolio MIAMI, FL 100,994101.0k $5.7m $5.7m 13.56% Unchanged
35 Barry Investment Advisors, LLC 1.19% of their portfolio NEW BEDFORD, MA 95,04995.0k $5.4m $5.4m 1.19% Reduced -595 -595
36 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 92,83692.8k $5.3m $5.3m 0.01% Added +1.5k +1,494
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 91,80991.8k $5.2m $5.2m 0.00% Reduced -41.7k -41,675
38 BlueCrest Capital Management Ltd 0.48% of their portfolio ST HELIER, Y9 90,00090.0k $5.1m $5.1m 0.48% New
39 Bedell Frazier Investment Counselling, LLC 0.98% of their portfolio Walnut Creek, CA 86,01986.0k $4.9m $4.9m 0.98% Added +7.7k +7,714
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 80,77780.8k $4.6m $4.6m 0.00% Added +22.0k +21,965
41 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 80,13480.1k $4.5m $4.5m 0.01% Added +30.3k +30,298
42 Refined Wealth Management 2.77% of their portfolio SALT LAKE CITY, UT 77,68277.7k $4.4m $4.4m 2.77% New
43 Allied Investment Advisors, LLC 0.57% of their portfolio BILLINGS, MT 70,37470.4k $4.0m $4.0m 0.57% Unchanged
44 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 66,51766.5k $3.8m $3.8m 0.03% Added +859 +859
45 BANQUE PICTET & CIE SA 0.04% of their portfolio GENEVA 73, V8 64,97165.0k $3.7m $3.7m 0.04% Reduced -9.7k -9,683
46 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 64,18364.2k $3.6m $3.6m 0.02% New
47 CoreCap Advisors, LLC 0.11% of their portfolio SOUTHFIELD, MI 59,61459.6k $3.4m $3.4m 0.11% Reduced -13.4k -13,421
48 Tepp RIA, LLC 2.62% of their portfolio WESTFIELD, NJ 59,12159.1k $3.3m $3.3m 2.62% New
49 GTS SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 57,66457.7k $3.3m $3.3m 0.12% New
50 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 56,57356.6k $3.2m $3.2m 0.01% Added +26.7k +26,747
51 Principia Wealth Advisory, LLC 1.80% of their portfolio DALLAS, TX 56,28256.3k $3.2m $3.2m 1.80% Added +24.8k +24,839
52 Consolidated Investment Group LLC 0.34% of their portfolio ENGLEWOOD, CO 54,60054.6k $3.1m $3.1m 0.34% New
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,20753.2k $3.0m $3.0m 0.00% Added +15.2k +15,160
54 Clear Harbor Asset Management, LLC 0.20% of their portfolio Stamford, CT 51,42851.4k $2.9m $2.9m 0.20% Added +1.6k +1,590
55 Bank Pictet & Cie (Europe) AG 0.06% of their portfolio FRANKFURT AM MAIN, 2M 48,98949.0k $2.8m $2.8m 0.06% Reduced -11.5k -11,544
56 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 45,81945.8k $2.6m $2.6m 0.00% Reduced -44.3k -44,264
57 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 41,80041.8k $2.4m $2.4m 0.01% Added +16.8k +16,800
58 Mesirow Financial Investment Management, Inc. 0.04% of their portfolio CHICAGO, IL 40,53140.5k $2.3m $2.3m 0.04% Added +970 +970
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,93539.9k $2.3m $2.3m 0.00% Added +30.4k +30,407
60 WMS Group LLC 3.00% of their portfolio FOLSOM, LA 36,51336.5k $2.1m $2.1m 3.00% New
61 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 35,00035.0k $1.9m $1.9m 0.00% Reduced -106.5k -106,450
62 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 32,03632.0k $1.8m $1.8m 0.00% Reduced -7.4k -7,372
63 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,66631.7k $1.8m $1.8m 0.00% Added +4.7k +4,749
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 30,26130.3k $1.6m $1.6m 0.00% Added +18.9k +18,936
65 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 27,96228.0k $1.6m $1.6m 0.01% Added +3.7k +3,744
66 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 26,70026.7k $1.5m $1.5m 0.00% New
67 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 25,70825.7k $1.5m $1.5m 0.04% Reduced -3.3k -3,349
68 Comprehensive Money Management Services LLC 0.88% of their portfolio CORAL GABLES, FL 23,81223.8k $1.3m $1.3m 0.88% Reduced -807 -807
69 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,26523.3k $1.3m $1.3m 0.00% Added +4.4k +4,393
70 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 23,06323.1k $1.3m $1.3m 0.03% Reduced -3.9k -3,911
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22,73022.7k $1.3m $1.3m 0.00% New
72 Vermillion Wealth Management, Inc. 0.49% of their portfolio ROSEMOUNT, MN 21,94121.9k $1.2m $1.2m 0.49% Added +3.9k +3,867
73 FIDELIS CAPITAL PARTNERS, LLC 0.09% of their portfolio TAMPA, FL 21,14921.1k $1.2m $1.2m 0.09% New
74 Forum Finance Group S.A. 0.52% of their portfolio GENEVA, V8 21,07021.1k $968.0k $968.0k 0.52% First filing
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,70420.7k $1.2m $1.2m 0.00% Added +4.0k +4,038
76 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,66120.7k $1.2m $1.2m 0.01% Reduced -11.1k -11,112
77 WESPAC Advisors SoCal, LLC 0.24% of their portfolio Pasadena, CA 19,77019.8k $1.1m $1.1m 0.24% New
78 AGF MANAGEMENT LTD 0.00% of their portfolio TORONTO, A6 18,70018.7k $1.1m $1.1m 0.00% Added +12.9k +12,950
79 Miller Global Investments, LLC 0.96% of their portfolio DALLAS, TX 18,50918.5k $1.0m $1.0m 0.96% Reduced -1.0k -1,036
80 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 18,18318.2k $1.0m $1.0m 0.00% Added +6.2k +6,213
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,54917.5k $993.0k $993.0k 0.00% Added +8.0k +7,984
82 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,28517.3k $978.2k $978.2k 0.00% Unchanged
83 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 16,94416.9k $958.8k $958.8k 0.03% Reduced -35 -35
84 SeaCrest Wealth Management, LLC 0.10% of their portfolio PURCHASE, NY 16,82516.8k $952.1k $952.1k 0.10% New
85 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 16,10016.1k $911.1k $911.1k 0.00% Reduced -1.6k -1,600
86 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 15,52315.5k $878.4k $878.4k 0.00% Unchanged
87 LEUTHOLD GROUP, LLC 0.09% of their portfolio MINNEAPOLIS, MN 15,51915.5k $878.2k $878.2k 0.09% Reduced -2.7k -2,722
88 BFI Infinity Ltd. 0.45% of their portfolio ZURICH, V8 14,25014.2k $806.4k $806.4k 0.45% Added +3.9k +3,908
89 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 13,96514.0k $790.3k $790.3k 0.06% New
90 RETIREMENT PLANNING GROUP, LLC / NY 0.49% of their portfolio MALTA, NY 13,38513.4k $757.4k $757.4k 0.49% Reduced -1.9k -1,941
91 Advisor Resource Council 0.29% of their portfolio DALLAS, TX 13,10413.1k $741.5k $741.5k 0.29% Added +1.1k +1,123
92 Elwood & Goetz Wealth Advisory Group, LLC 0.13% of their portfolio ATHENS, GA 13,07213.1k $739.7k $739.7k 0.13% Reduced -3.9k -3,925
93 Synergy Asset Management, LLC 0.08% of their portfolio VANCOUVER, WA 13,02813.0k $737.3k $737.3k 0.08% Added +903 +903
94 Mayflower Financial Advisors, LLC 0.09% of their portfolio BOSTON, MA 12,73012.7k $720.4k $720.4k 0.09% Added +768 +768
95 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 12,38012.4k $701.1k $701.1k 0.00% New
96 Stamos Capital Partners, L.P. 0.11% of their portfolio Menlo Park, CA 12,31912.3k $697.1k $697.1k 0.11% Reduced -11.9k -11,873
97 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 12,29512.3k $695.8k $695.8k 0.00% Unchanged
98 ABBINGTON INVESTMENT GROUP 0.40% of their portfolio WESTPORT, CT 12,21012.2k $690.9k $690.9k 0.40% Unchanged
99 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,17812.2k $689.1k $689.1k 0.00% Reduced -11.8k -11,805
100 SAXON INTERESTS, INC. 0.23% of their portfolio HOUSTON, TX 12,00412.0k $679.3k $679.3k 0.23% New