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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
B
326
Bensler
Washington
$230K +$98 +2 +0%
AL
327
Aspiriant LLC
California
$230K
BFA
328
Bragg Financial Advisors
North Carolina
$230K -$16.1K -327 -7%
NC
329
NovaPoint Capital
Georgia
$222K +$3.5K +71 +2%
ACM
330
Advance Capital Management
Michigan
$220K +$220K +4,467 New
LPAM
331
Lodestar Private Asset Management
California
$219K -$2.86K -58 -1%
RCAG
332
Rehmann Capital Advisory Group
Michigan
$217K -$4.58K -93 -2%
OA
333
Operose Advisors
Wisconsin
$215K
JIP
334
Jaffetilchin Investment Partners
Florida
$212K +$3.4K +69 +2%
RC
335
Roundview Capital
New Jersey
$212K
Citigroup
336
Citigroup
New York
$205K -$33K -670 -14%
NL
337
NWAM LLC
Washington
$200K +$201K +4,072 New
HPC
338
HM Payson & Co
Maine
$199K
OCFG
339
O'Connor Financial Group
Illinois
$198K +$198K +4,024 New
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$192K -$12.2K -247 -6%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$187K +$155K +3,153 +483%
NCM
342
Northwest Capital Management
Oregon
$172K +$172K +3,486 New
MBFW
343
Morton Brown Family Wealth
Pennsylvania
$171K
AAP
344
Arax Advisory Partners
Colorado
$142K -$21.6K -438 -13%
LWA
345
Lowe Wealth Advisors
Maryland
$141K
PTC
346
Private Trust Company
Ohio
$135K
BAAM
347
Baker Avenue Asset Management
California
$129K
MA
348
MCF Advisors
Kentucky
$128K
HCA
349
Heck Capital Advisors
Wisconsin
$112K
CHC
350
City Holding Co
West Virginia
$100K -$21.4K -435 -18%