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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
6.69%
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 %
SB
326
Strategic Blueprint
Georgia
$299K +$299K +5,861 New
BFM
327
Boston Financial Management
Massachusetts
$299K
AWM
328
Axxcess Wealth Management
California
$299K +$299K +5,853 New
FFM
329
Forum Financial Management
Illinois
$292K
SW
330
SlateStone Wealth
Florida
$292K +$292K +5,726 New
FA
331
Flagstar Advisors
New York
$291K -$50.4K -988 -15%
AIP
332
ARS Investment Partners
New York
$277K +$3.06K +60 +1%
JCM
333
Janney Capital Management
Pennsylvania
$275K +$275K +5,391 New
MCP
334
Mirador Capital Partners
California
$274K +$274K +5,375 New
MWP
335
Madison Wealth Partners
Wisconsin
$272K
VFA
336
Valeo Financial Advisors
Indiana
$271K +$271K +5,312 New
TIM
337
Tortoise Investment Management
New York
$271K
TPWA
338
Twin Peaks Wealth Advisors
California
$271K +$271K +5,301 New
BFA
339
Bragg Financial Advisors
North Carolina
$268K +$30.4K +596 +13%
SNB
340
Security National Bank
Nebraska
$266K
ONB
341
Old National Bancorp
Indiana
$263K -$1.94K -38 -0.7%
Lido Advisors
342
Lido Advisors
California
$263K -$28M -548,503 -99%
JSL
343
JT Stratford LLC
Georgia
$261K -$88.3K -1,730 -25%
Capital World Investors
344
Capital World Investors
California
$261K +$261K +5,111 New
CTA
345
Camelot Technology Advisors
California
$258K +$258K +5,064 New
LFAS
346
Level Four Advisory Services
Texas
$258K +$3.32K +65 +1%
SFG
347
Summit Financial Group
West Virginia
$257K -$11.7K -230 -4%
MWM
348
Moran Wealth Management
Florida
$257K +$257K +5,034 New
MWM
349
Meridian Wealth Management
Kentucky
$257K -$234K -4,591 -48%
AWS
350
Atria Wealth Solutions
New York
$248K +$248K +4,858 New