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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
WDL
301
Well Done LLC
Michigan
$264K -$3.69K -75 -1%
MWP
302
Madison Wealth Partners
Wisconsin
$262K +$262K +5,320 New
TIM
303
Tortoise Investment Management
New York
$261K
DWM
304
Dakota Wealth Management
Florida
$257K -$65.6K -1,333 -20%
ONB
305
Old National Bancorp
Indiana
$256K -$11.5K -233 -4%
SFG
306
Summit Financial Group
West Virginia
$254K -$261K -5,300 -51%
CMI
307
Clare Market Investments
Texas
$253K -$39.4K -800 -13%
WWM
308
Windsor Wealth Management
Indiana
$252K
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$252K -$455K -9,242 -64%
MA
310
Montag & Associates
Georgia
$252K
LFAS
311
Level Four Advisory Services
Texas
$245K
TWI
312
Thomas White International
Illinois
$245K +$245K +4,985 New
FA
313
Flagstar Advisors
New York
$244K -$68.3K -1,387 -22%
M&T Bank
314
M&T Bank
New York
$243K -$31.9K -648 -12%
EP
315
EPIQ Partners
Minnesota
$239K
SNB
316
Security National Bank
Nebraska
$238K +$4.63K +94 +2%
FRA
317
Frank Rimerman Advisors
California
$238K
MWM
318
Meridian Wealth Management
Kentucky
$237K -$137K -2,776 -37%
COI
319
Connable Office Inc
Michigan
$236K +$236K +4,795 New
MWM
320
Mascoma Wealth Management
New Hampshire
$235K
OC
321
Oarsman Capital
Wisconsin
$233K
WC
322
Westwind Capital
New Mexico
$232K
WP
323
WealthShield Partners
North Carolina
$232K -$2.27K -46 -1%
GPA
324
Guidance Point Advisors
Massachusetts
$232K +$4.63K +94 +2%
USCWA
325
U.S. Capital Wealth Advisors
Texas
$231K +$231K +4,691 New