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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
PTC
251
Philadelphia Trust Company
Pennsylvania
$449K
FFN
252
Focus Financial Network
Minnesota
$444K +$5.32K +108 +1%
CCM
253
Cullen Capital Management
New York
$439K +$439K +8,918 New
DCM
254
Dimension Capital Management
Florida
$438K
SWP
255
Stratos Wealth Partners
Ohio
$429K +$109K +2,210 +34%
MRI
256
Mad River Investors
Massachusetts
$416K +$400K +8,125 New
VIA
257
Vident Investment Advisory
Georgia
$413K -$167K -3,401 -29%
PFM
258
Phillips Financial Management
Indiana
$405K
Fidelity Investments
259
Fidelity Investments
Massachusetts
$402K +$62.7K +1,273 +18%
Empower Advisory Group
260
Empower Advisory Group
Colorado
$401K
QCG
261
Quadrant Capital Group
Ohio
$399K
DWT
262
Dorsey & Whitney Trust
South Dakota
$394K
BPWM
263
Badgley Phelps Wealth Managers
Washington
$393K -$1.67K -34 -0.4%
AWM
264
AllSquare Wealth Management
New York
$392K +$32.2K +653 +9%
CWM
265
Cahaba Wealth Management
Georgia
$388K +$6.25K +127 +2%
BAM
266
Belpointe Asset Management
Nevada
$387K -$103K -2,089 -21%
SPIA
267
Steward Partners Investment Advisory
New York
$381K +$5.66K +115 +2%
NA
268
Nottingham Advisors
New York
$381K +$985 +20 +0.3%
KP
269
Keel Point
Alabama
$377K +$111K +2,247 +41%
RJT
270
Raymond James Trust
Florida
$377K +$27.4K +556 +8%
LIM
271
Loudon Investment Management
New Hampshire
$376K +$11.6K +235 +3%
BPA
272
Beacon Pointe Advisors
California
$361K -$4.68K -95 -1%
RW
273
Regimen Wealth
Georgia
$355K +$5.71K +116 +2%
WIC
274
Woodmont Investment Counsel
Tennessee
$349K
IWC
275
Integrated Wealth Concepts
Massachusetts
$346K +$346K +7,020 New