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iShares MSCI ACWI ex US ETF

456 hedge funds and large institutions have $3.45B invested in iShares MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+35
Holders Change %
+8.31%
% of All Funds
6.68%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
70
Increased
145
Reduced
139
Closed
26
Calls
Puts
$35.1M
Net Calls
-$35.1M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
276
WBH Advisory
Maryland
$456K +$456K +8,927 New
DCM
277
Dimension Capital Management
Florida
$455K
CP
278
Canopy Partners
Ohio
$453K +$453K +8,869 New
SWP
279
Stratos Wealth Partners
Ohio
$450K +$5.51K +108 +1%
CW
280
Connectus Wealth
Ohio
$443K -$5.03M -98,595 -92%
SS
281
Simplicity Solutions
Minnesota
$437K -$386K -7,562 -47%
BFG
282
Bleakley Financial Group
New Jersey
$437K -$386K -7,562 -47%
NEPPG
283
New England Professional Planning Group
Rhode Island
$435K -$210K -4,109 -33%
LIM
284
Loudon Investment Management
New Hampshire
$433K +$82.2K +1,610 +23%
VA
285
Vident Advisory
Georgia
$428K +$51 +1 +0%
PA
286
Parallel Advisors
California
$426K -$35.9K -703 -8%
Empower Advisory Group
287
Empower Advisory Group
Colorado
$416K
MRI
288
Mad River Investors
Massachusetts
$415K
AWM
289
AllSquare Wealth Management
New York
$409K
DWT
290
Dorsey & Whitney Trust
South Dakota
$408K
CWM
291
Cahaba Wealth Management
Georgia
$408K +$5.72K +112 +1%
9WM
292
9258 Wealth Management
Ohio
$408K -$203K -3,969 -33%
PFM
293
Phillips Financial Management
Indiana
$406K -$14.1K -277 -3%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$405K +$53.4K +1,046 +15%
MCM
295
Maple Capital Management
Vermont
$400K +$23.9K +468 +6%
WAG
296
Winthrop Advisory Group
Massachusetts
$400K +$400K +7,827 New
CFA
297
Cahill Financial Advisors
Minnesota
$398K
PTC
298
Private Trust Company
Ohio
$397K +$257K +5,030 +183%
SPIA
299
Steward Partners Investment Advisory
New York
$397K +$2.5K +49 +0.6%
BHPW
300
Beverly Hills Private Wealth
California
$394K +$394K +7,716 New