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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
LDFR
251
Lehman & Derafelo Financial Resources
Pennsylvania
$83K
TFS
252
TrustCore Financial Services
Tennessee
$82K +$16.7K +372 +21%
TF
253
TimeScale Financial
Massachusetts
$79K
HI
254
Hudock Inc
Pennsylvania
$74K -$2.92K -65 -3%
Deutsche Bank
255
Deutsche Bank
Germany
$74K +$87.8K +1,954 New
HFS
256
Hantz Financial Services
Michigan
$56K +$66.5K +1,481 New
LFASL
257
Lugano Financial Advisors SA (LFA)
Switzerland
$54K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$47K
HS
259
Horan Securities
United States
$40K +$47.3K +1,052 New
Citigroup
260
Citigroup
New York
$37K -$22.6K -503 -34%
TRCT
261
Tower Research Capital (TRC)
New York
$34K +$40.8K +907 New
PCG
262
Private Capital Group
Connecticut
$28K
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$22K
APA
264
American Portfolios Advisors
New York
$18.4K -$10.7K -239 -33%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$18K -$584K -12,992 -97%
PA
266
Parallel Advisors
California
$17K -$45 -1 -0.2%
CAL
267
Capital Advisors Ltd
Ohio
$16K
HIM
268
HawsGoodwin Investment Management
Tennessee
$16K
WT
269
Washington Trust
Rhode Island
$15K +$17.4K +387 New
ACA
270
Atlas Capital Advisors
Wyoming
$12.5K -$8.27K -184 -36%
CIR
271
Clear Investment Research
Georgia
$11K
CWM
272
Cranbrook Wealth Management
Michigan
$10K
MA
273
MUFG Americas
New York
$10K
SIAP
274
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
MWM
275
MBE Wealth Management
Wisconsin
$9K +$11.8K +263 New