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iShares MSCI ACWI ex US ETF

339 hedge funds and large institutions have $2.86B invested in iShares MSCI ACWI ex US ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
5.97%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
42
Increased
103
Reduced
99
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
226
Aspiriant LLC
California
$349K
RBC
227
Roble Belko & Company
Pennsylvania
$345K -$13.6K -247 -4%
FCFC
228
First Commonwealth Financial Corp
Pennsylvania
$338K
APP
229
Avantax Planning Partners
Iowa
$336K
FCBT
230
First Citizens Bank & Trust
North Carolina
$333K +$30.2K +548 +10%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$325K
LIM
232
Loudon Investment Management
New Hampshire
$316K +$53.9K +975 +21%
PA
233
Procyon Advisors
Connecticut
$315K -$73.6K -1,333 -19%
WDL
234
Well Done LLC
Michigan
$314K
SPC
235
Sigma Planning Corp
Michigan
$308K +$69.3K +1,257 +29%
DCM
236
Dimension Capital Management
Florida
$305K
TIM
237
Tortoise Investment Management
New York
$300K
CGFA
238
Colton Groome Financial Advisors
North Carolina
$300K +$300K +5,430 New
BEC
239
Blue Edge Capital
Virginia
$296K
RWM
240
Reston Wealth Management
Virginia
$293K +$293K +5,306 New
RCAG
241
Rehmann Capital Advisory Group
Michigan
$292K +$1.16K +21 +0.4%
WWM
242
Windsor Wealth Management
Indiana
$284K
FRA
243
Frank Rimerman Advisors
California
$279K
CWM
244
Calamos Wealth Management
Illinois
$279K -$99K -1,796 -26%
BW
245
Bison Wealth
Georgia
$279K +$3.75K +68 +1%
RC
246
Roundview Capital
New Jersey
$278K
FBFS
247
First Business Financial Services
Wisconsin
$275K
GGS
248
Galvin Gaustad & Stein
Arizona
$274K -$23.6K -428 -8%
BCI
249
Brinker Capital Investments
Pennsylvania
$274K
ECG
250
Edge Capital Group
Georgia
$268K