Vault-13

ISHARES INC PICK

MSCI GBL ETF NEW · ETP · CUSIP 46434G848

256 institutional holders +33 vs Q1 2026
22,878,59722.9m shares reported held*
$1.3bnreported value*
57 new 99 added 51 reduced 23 sold out net bought ≈ $385.7m (+6.8m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.84. Options: 3 managers hold calls ($3.3m notional), 3 hold puts ($6.3m).

Trends to Q2 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: 223Q2 26: 256256Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026256

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 58 bought or addedQ3 24: 91 cut or sold outQ4 24: 62 bought or addedQ4 24: 72 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 69 cut or sold outQ2 25: 57 bought or addedQ2 25: 68 cut or sold outQ2 25Q3 25: 62 bought or addedQ3 25: 62 cut or sold outQ4 25: 96 bought or addedQ4 25: 60 cut or sold outQ4 25Q1 26: 142 bought or addedQ1 26: 61 cut or sold outQ2 26: 156 bought or addedQ2 26: 74 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245891
Q4 20246272
Q1 20255469
Q2 20255768
Q3 20256262
Q4 20259660
Q1 202614261
Q2 202615674

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 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 0.18Q2 26 calls: $3.3mQ2 26 puts: $6.3mQ2 26P/C 1.93
Numbers
QuarterCallsPutsP/C
Q3 2025$6.2m$912.2k0.15
Q4 2025$3.0m$657.2k0.22
Q1 2026$4.4m$769.6k0.18
Q2 2026$3.3m$6.3m1.93

Biggest buyers

SCHRODER INVESTMENT MANAGEMENT GROUP Added +3,601,013+3.6m
BANK OF AMERICA CORP /DE/ Added +720,579+720.6k
Quadrature Capital Ltd New +326,845+326.8k
D. E. Shaw & Co., Inc. Added +280,738+280.7k
UBS Group AG Added +258,656+258.7k
Bluespring Wealth Management, LLC New +246,919+246.9k
EQUITABLE TRUST CO New +182,823+182.8k
HENGEHOLD CAPITAL MANAGEMENT LLC New +181,034+181.0k
Proficio Capital Partners LLC Added +161,648+161.6k
MORGAN STANLEY Added +149,743+149.7k

Biggest sellers

VESTOR CAPITAL, LLC Reduced -202,004-202.0k
Woodline Partners LP Reduced -147,801-147.8k
Almanack Investment Partners, LLC. Reduced -109,698-109.7k
Fisher Asset Management, LLC Reduced -92,211-92.2k
JPMORGAN CHASE & CO Reduced -81,764-81.8k
BANQUE PICTET & CIE SA Sold out -64,971-65.0k
Bank Pictet & Cie (Europe) AG Sold out -48,989-49.0k
RAYMOND JAMES FINANCIAL INC Reduced -41,472-41.5k
TLS Advisors LLC Reduced -32,379-32.4k
JANE STREET GROUP, LLC Reduced -27,402-27.4k

Biggest calls

CITADEL ADVISORS LLC Reduced $2.3m40.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $924.6k15.9k shares
Belvedere Trading LLC New $5.8k100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.5m95.0k shares
CITADEL ADVISORS LLC New $511.7k8.8k shares
JANE STREET GROUP, LLC New $250.0k4.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SCHRODER INVESTMENT MANAGEMENT GROUP 0.15% of their portfolio London, X0 3,636,0133.6m $210.5m $210.5m 0.15% Added +3.6m +3,601,013
2 Fisher Asset Management, LLC 0.05% of their portfolio PLANO, TX 2,938,4892.9m $170.9m $170.9m 0.05% Reduced -92.2k -92,211
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,783,3011.8m $103.7m $103.7m 0.01% Added +720.6k +720,579
4 Municipal Employees' Retirement System of Michigan 1.14% of their portfolio LANSING, MI 1,767,8621.8m $102.8m $102.8m 1.14% Unchanged
5 New Harbor Financial Group, LLC 5.43% of their portfolio WORCESTER, MA 586,820586.8k $34.1m $34.1m 5.43% Added +22.2k +22,220
6 Greenline Partners, LLC 3.00% of their portfolio NEW YORK, NY 506,542506.5k $29.5m $29.5m 3.00% Reduced -1.4k -1,419
7 Woodline Partners LP 0.09% of their portfolio San Francisco, CA 490,937490.9k $28.5m $28.5m 0.09% Reduced -147.8k -147,801
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 473,523473.5k $27.5m $27.5m 0.00% Added +149.7k +149,743
9 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 444,722444.7k $25.9m $25.9m 0.02% Reduced -23.2k -23,196
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 443,180443.2k $25.8m $25.8m 0.00% Added +258.7k +258,656
11 Proficio Capital Partners LLC 0.87% of their portfolio NEWTON, MA 418,765418.8k $24.4m $24.4m 0.87% Added +161.6k +161,648
12 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 374,357374.4k $21.8m $21.8m 0.01% Reduced -27.4k -27,402
13 Bank Julius Baer & Co. Ltd, Zurich 0.05% of their portfolio ZURICH, V8 364,653364.7k $21.2m $21.2m 0.05% Reduced -5.6k -5,568
14 BENJAMIN EDWARDS INC 0.19% of their portfolio Clayton, MO 359,876359.9k $20.9m $20.9m 0.19% Reduced -13.4k -13,398
15 Quadrature Capital Ltd 0.16% of their portfolio LONDON, X0 326,845326.8k $19.0m $19.0m 0.16% New
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 324,340324.3k $18.9m $18.9m 0.00% Added +62.2k +62,222
17 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 299,868299.9k $17.4m $17.4m 0.06% Added +10.9k +10,918
18 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 293,118293.1k $17.0m $17.0m 0.01% Added +280.7k +280,738
19 Bluespring Wealth Management, LLC 0.28% of their portfolio AUSTIN, TX 246,919246.9k $14.4m $14.4m 0.28% New
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 235,639235.6k $13.7m $13.7m 0.00% Reduced -41.5k -41,472
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 223,530223.5k $13.0m $13.0m 0.00% Reduced -6.6k -6,600
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 194,189194.2k $11.3m $11.3m 0.00% Added +83.3k +83,318
23 GTS SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 187,698187.7k $10.9m $10.9m 0.23% Added +130.0k +130,034
24 EQUITABLE TRUST CO 0.44% of their portfolio NASHVILLE, TN 182,823182.8k $10.6m $10.6m 0.44% New
25 HENGEHOLD CAPITAL MANAGEMENT LLC 0.82% of their portfolio CINCINNATI, OH 181,034181.0k $10.5m $10.5m 0.82% New
26 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 168,833168.8k $9.8m $9.8m 0.01% Added +112.3k +112,260
27 Ackerman Capital Advisors, LLC 1.93% of their portfolio DALLAS, TX 164,244164.2k $9.6m $9.6m 1.93% Reduced -16.6k -16,578
28 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 157,101157.1k $9.1m $9.1m 0.01% Added +34.0k +33,989
29 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.14% of their portfolio ST. LOUIS, MO 152,199152.2k $8.9m $8.9m 0.14% Added +8.2k +8,227
30 OLD MISSION CAPITAL LLC 0.22% of their portfolio CHICAGO, IL 150,347150.3k $8.7m $8.7m 0.22% Added +10.6k +10,568
31 GFS Advisors, LLC 0.01% of their portfolio HOUSTON, TX 146,915146.9k $125.1k $125.1k 0.01% Added +137.5k +137,530
32 Talisman Wealth Advisors LLC 8.30% of their portfolio MOUNTAINSIDE, NJ 146,346146.3k $11.2m $11.2m 8.30% New
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 136,900136.9k $8.0m $8.0m 0.00% Added +1.1k +1,073
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 136,889136.9k $8.0m $8.0m 0.00% Reduced -1.3k -1,305
35 EDMOND DE ROTHSCHILD HOLDING S.A. 0.10% of their portfolio CHAMBESY, V8 136,050136.1k $7.9m $7.9m 0.10% Unchanged
36 Almanack Investment Partners, LLC. 1.00% of their portfolio WAYNE, PA 134,970135.0k $7.8m $7.8m 1.00% Reduced -109.7k -109,698
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 129,818129.8k $7.5m $7.5m 0.01% Added +24.5k +24,462
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 128,362128.4k $7.5m $7.5m 0.00% Added +36.6k +36,553
39 THEORY FINANCIAL LLC 2.34% of their portfolio FORT COLLINS, CO 127,586127.6k $7.4m $7.4m 2.34% Added +25.5k +25,492
40 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 124,984125.0k $7.3m $7.3m 0.01% Added +32.1k +32,148
41 Retirement Management Systems Inc. 1.47% of their portfolio STEVENSVILLE, MD 123,859123.9k $7.2m $7.2m 1.47% Added +7.2k +7,165
42 First Trust Bank, Ltd. 14.30% of their portfolio NASSAU, C5 122,546122.5k $7.1m $7.1m 14.30% Added +14.9k +14,944
43 Trilogy Capital Inc. 0.27% of their portfolio IRVINE, CA 118,144118.1k $6.9m $6.9m 0.27% Added +13.1k +13,057
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 106,799106.8k $6.2m $6.2m 0.00% Reduced -81.8k -81,764
45 Barry Investment Advisors, LLC 1.13% of their portfolio NEW BEDFORD, MA 92,74392.7k $5.4m $5.4m 1.13% Reduced -2.3k -2,306
46 Tepp RIA, LLC 3.56% of their portfolio WESTFIELD, NJ 90,27590.3k $5.2m $5.2m 3.56% Added +31.2k +31,154
47 BlueCrest Capital Management Ltd 0.22% of their portfolio ST HELIER, Y9 90,00090.0k $5.2m $5.2m 0.22% Unchanged
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 89,70089.7k $5.1m $5.1m 0.00% New
49 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 86,34286.3k $5.0m $5.0m 0.01% Added +6.2k +6,208
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 84,79784.8k $4.9m $4.9m 0.00% Added +4.0k +4,020
51 CoreCap Advisors, LLC 0.14% of their portfolio SOUTHFIELD, MI 81,24281.2k $4.7m $4.7m 0.14% Added +21.6k +21,628
52 Refined Wealth Management 2.78% of their portfolio SALT LAKE CITY, UT 79,14179.1k $4.6m $4.6m 2.78% Added +1.5k +1,459
53 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 75,02675.0k $4.4m $4.4m 0.01% Added +21.8k +21,819
54 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 71,78571.8k $4.2m $4.2m 0.02% Added +7.6k +7,602
55 Allied Investment Advisors, LLC 0.51% of their portfolio BILLINGS, MT 70,11470.1k $4.1m $4.1m 0.51% Reduced -260 -260
56 TLS Advisors LLC 11.73% of their portfolio MIAMI, FL 68,61568.6k $4.0m $4.0m 11.73% Reduced -32.4k -32,379
57 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 66,52466.5k $3.9m $3.9m 0.03% Added +7 +7
58 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 61,65661.7k $3.6m $3.6m 0.00% New
59 Consolidated Investment Group LLC 0.28% of their portfolio ENGLEWOOD, CO 54,60054.6k $3.2m $3.2m 0.28% Unchanged
60 Clear Harbor Asset Management, LLC 0.19% of their portfolio Stamford, CT 51,11051.1k $3.0m $3.0m 0.19% Reduced -318 -318
61 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 50,33350.3k $2.9m $2.9m 0.03% New
62 Principia Wealth Advisory, LLC 1.40% of their portfolio DALLAS, TX 48,19648.2k $2.8m $2.8m 1.40% Reduced -8.1k -8,086
63 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 47,13947.1k $2.7m $2.7m 0.00% Added +1.3k +1,320
64 Mesirow Financial Investment Management, Inc. 0.04% of their portfolio CHICAGO, IL 40,53740.5k $2.4m $2.4m 0.04% Added +6 +6
65 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 36,80036.8k $2.1m $2.1m 0.01% Reduced -5.0k -5,000
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 36,66236.7k $2.1m $2.1m 0.00% Added +6.4k +6,401
67 WMS Group LLC 2.70% of their portfolio FOLSOM, LA 36,05336.1k $2.1m $2.1m 2.70% Reduced -460 -460
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,62033.6k $2.0m $2.0m 0.00% Added +2.0k +1,954
69 Forum Finance Group S.A. 0.55% of their portfolio GENEVA, V8 32,60032.6k $1.5m $1.5m 0.55% Added +11.5k +11,530
70 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 32,56432.6k $1.9m $1.9m 0.01% Added +31.5k +31,521
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,61931.6k $1.8m $1.8m 0.00% Added +19.4k +19,441
72 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 30,76330.8k $1.8m $1.8m 0.03% New
73 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 29,65829.7k $1.7m $1.7m 0.00% Reduced -2.4k -2,378
74 FIDELIS CAPITAL PARTNERS, LLC 0.10% of their portfolio TAMPA, FL 28,38128.4k $1.7m $1.7m 0.10% Added +7.2k +7,232
75 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 27,90027.9k $1.6m $1.6m 0.01% Reduced -62 -62
76 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 26,12726.1k $1.5m $1.5m 0.03% Added +419 +419
77 Vermillion Wealth Management, Inc. 0.34% of their portfolio ROSEMOUNT, MN 24,71224.7k $1.4m $1.4m 0.34% Added +2.8k +2,771
78 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 24,38224.4k $1.4m $1.4m 0.01% Added +23.8k +23,827
79 Comprehensive Money Management Services LLC 0.89% of their portfolio CORAL GABLES, FL 24,20324.2k $1.4m $1.4m 0.89% Added +391 +391
80 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,05924.1k $1.4m $1.4m 0.00% Added +794 +794
81 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 23,99024.0k $1.4m $1.4m 0.01% Added +18.5k +18,547
82 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 23,01423.0k $1.3m $1.3m 0.00% New
83 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22,73022.7k $1.3m $1.3m 0.00% Unchanged
84 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,71121.7k $1.3m $1.3m 0.00% Reduced -18.2k -18,224
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,81420.8k $1.2m $1.2m 0.00% Added +110 +110
86 WT Wealth Management 0.32% of their portfolio SCOTTSDALE, AZ 19,99820.0k $1.2m $1.2m 0.32% New
87 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,83419.8k $1.2m $1.2m 0.00% Added +2.3k +2,285
88 WESPAC Advisors SoCal, LLC 0.21% of their portfolio Pasadena, CA 19,73819.7k $1.1m $1.1m 0.21% Reduced -32 -32
89 Evelyn Partners Group Ltd 0.02% of their portfolio LONDON, X0 19,62319.6k $1.1m $1.1m 0.02% First filing
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 19,41319.4k $1.1m $1.1m 0.00% Added +1.2k +1,230
91 MARSHALL INVESTMENT MANAGEMENT, LLC 0.47% of their portfolio LITTLETON, CO 19,36619.4k $1.1m $1.1m 0.47% Added +18.8k +18,797
92 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 19,17919.2k $1.1m $1.1m 0.01% Reduced -1.5k -1,482
93 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 18,24418.2k $1.1m $1.1m 0.00% Added +959 +959
94 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 18,03418.0k $1.0m $1.0m 0.00% Added +17.9k +17,912
95 Miller Global Investments, LLC 0.86% of their portfolio DALLAS, TX 17,93617.9k $1.0m $1.0m 0.86% Reduced -573 -573
96 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 17,31117.3k $1.0m $1.0m 0.03% Added +367 +367
97 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 17,30017.3k $1.0m $1.0m 0.01% Added +8.8k +8,750
98 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 17,10017.1k $994.0k $994.0k 0.00% Added +9.2k +9,192
99 Elwood & Goetz Wealth Advisory Group, LLC 0.15% of their portfolio ATHENS, GA 16,91416.9k $983.5k $983.5k 0.15% Added +3.8k +3,842
100 Advisor Resource Council 0.32% of their portfolio DALLAS, TX 16,49716.5k $966.6k $966.6k 0.32% Added +3.4k +3,393