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iShares MSCI ACWI ex US ETF

288 hedge funds and large institutions have $1.93B invested in iShares MSCI ACWI ex US ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 57.42%64.79% (+7.4%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

8% less funds holding

Funds holding: 314288 (-26)

21% less capital invested

Capital invested by funds: $2.45B → $1.93B (-$526M)

34% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 65

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 120

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
6.35%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
43
Increased
70
Reduced
120
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Montag & Associates
Georgia
$224K
AIA
227
Avalon Investment & Advisory
Texas
$223K +$11.6K +258 +5%
TC
228
Telemus Capital
Michigan
$222K -$538K -11,964 -69%
GFS
229
GYL Financial Synergies
Connecticut
$222K
AI
230
Ariel Investments
Illinois
$219K -$773K -17,195 -75%
VWM
231
Valley Wealth Managers
New Jersey
$219K
NC
232
NovaPoint Capital
Georgia
$208K
TIM
233
Tortoise Investment Management
New York
$206K
CB
234
CNB Bank
Pennsylvania
$202K
BEC
235
Blue Edge Capital
Virginia
$200K +$239K +5,318 New
BW
236
Bison Wealth
Georgia
$179K -$75.9K -1,690 -26%
William Blair & Company
237
William Blair & Company
Illinois
$169K -$12.6K -280 -6%
VFA
238
Valeo Financial Advisors
Indiana
$162K -$148K -3,295 -44%
BAM
239
Belpointe Asset Management
Nevada
$136K +$8.99K +200 +6%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$132K +$157K +3,500 New
PA
241
Procyon Advisors
Connecticut
$130K
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$120K -$13.4K -298 -9%
IA
243
IFP Advisors
Florida
$119K -$42.5K -947 -23%
RWG
244
Regal Wealth Group
California
$116K
Fidelity Investments
245
Fidelity Investments
Massachusetts
$111K -$707K -15,734 -84%
MA
246
MCF Advisors
Kentucky
$110K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$106K -$15.5K -346 -11%
LWA
248
Lowe Wealth Advisors
Maryland
$91K +$22.5K +500 +26%
GFPC
249
Global Financial Private Client
Florida
$89.6K -$382K -8,512 -77%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$88K +$53.3K +1,186 +102%