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iShares MSCI ACWI ex US ETF

415 hedge funds and large institutions have $3.26B invested in iShares MSCI ACWI ex US ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,800% more call options, than puts

Call options by funds: $345K | Put options by funds: $5K

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $3.1B → $3.26B (+$156M)

2.51% more ownership

Funds ownership: 70.57%73.08% (+2.5%)

2% more funds holding

Funds holding: 407415 (+8)

2% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 136

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
415
Holders Change
+8
Holders Change %
+1.97%
% of All Funds
6.52%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.36%
New
41
Increased
139
Reduced
136
Closed
29
Calls
$345K
Puts
$5K
Net Calls
+$340K
Net Calls Change
+$320K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
226
NEIRG Wealth Management
Massachusetts
$606K -$308K -6,252 -34%
PWM
227
Perigon Wealth Management
California
$595K +$595K +12,084 New
9WM
228
9258 Wealth Management
Ohio
$589K -$84.8K -1,722 -13%
OFS
229
Oldfather Financial Services
Nebraska
$580K +$20.4K +415 +4%
TWC
230
TD Waterhouse Canada
Ontario, Canada
$574K -$15.4K -313 -3%
IIC
231
Ironwood Investment Counsel
Arizona
$559K
CCB
232
Country Club Bank
Missouri
$554K +$6.16K +125 +1%
AWM
233
AE Wealth Management
Kansas
$553K +$553K +11,226 New
DAS
234
Dynamic Advisor Solutions
Arizona
$550K +$550K +11,166 New
SAG
235
SageView Advisory Group
California
$548K +$15.5K +315 +3%
CFA
236
Cahill Financial Advisors
Minnesota
$524K +$640 +13 +0.1%
CGFA
237
Colton Groome Financial Advisors
North Carolina
$517K +$2.81K +57 +0.5%
AWMNH
238
Arcadia Wealth Management (New Hampshire)
New Hampshire
$515K +$515K +10,459 New
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$513K
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$512K
FNBOO
241
First National Bank of Omaha
Nebraska
$512K -$25.6K -519 -5%
AWA
242
Acorn Wealth Advisors
Michigan
$510K +$7.53K +153 +1%
FA
243
Financial Advisors
Massachusetts
$507K
SWP
244
Strategic Wealth Partners
Ohio
$490K +$21.6K +439 +5%
FNBOH
245
First National Bank of Hutchinson
Kansas
$485K -$37.4K -760 -7%
FCI
246
Financial Counselors Inc
Kansas
$473K
PCIA
247
Prime Capital Investment Advisors
Kansas
$467K +$128K +2,596 +38%
BS
248
Banco Santander
Spain
$464K +$8.08K +164 +2%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$463K
AC
250
Annandale Capital
Texas
$461K +$49 +1 +0%