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iShares MSCI ACWI ex US ETF

439 hedge funds and large institutions have $3.41B invested in iShares MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-17
Holders Change %
-3.73%
% of All Funds
6.36%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
35
Increased
109
Reduced
164
Closed
46
Calls
Puts
$592K
Net Calls
-$592K
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
326
Guidance Point Advisors
Massachusetts
$251K +$1.34K +25 +0.5%
SW
327
Simplicity Wealth
New Jersey
$251K +$251K +4,692 New
B
328
Bensler
Washington
$250K
AL
329
Aspiriant LLC
California
$249K
UCFA
330
United Capital Financial Advisors
Texas
$248K -$543K -10,166 -69%
WW
331
Westshore Wealth
California
$245K +$245K +4,596 New
IWC
332
Integrated Wealth Concepts
Massachusetts
$243K -$92.5K -1,734 -28%
SPWG
333
Sage Private Wealth Group
Illinois
$243K -$369K -6,911 -60%
NC
334
NovaPoint Capital
Georgia
$240K
TSS
335
Two Sigma Securities
New York
$236K -$1.31M -24,510 -85%
OCFG
336
O'Connor Financial Group
Illinois
$235K -$20K -374 -8%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$235K
QWP
338
Quotient Wealth Partners
Texas
$234K +$234K +4,389 New
JIP
339
Jaffetilchin Investment Partners
Florida
$229K -$8.76K -164 -4%
CA
340
Cetera Advisors
Colorado
$228K +$228K +4,276 New
EFS
341
Essex Financial Services
Connecticut
$228K +$228K +4,265 New
BFG
342
Berger Financial Group
Minnesota
$227K +$14.3K +268 +7%
Citigroup
343
Citigroup
New York
$221K
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$221K +$6.67K +125 +3%
FCM
345
Fogel Capital Management
Florida
$221K +$221K +4,135 New
AFP
346
Alpha Financial Partners
Kentucky
$221K
DWM
347
Dakota Wealth Management
Florida
$219K -$21.4K -400 -9%
LA
348
Legacy Advisors
Pennsylvania
$216K
HPC
349
HM Payson & Co
Maine
$216K
NPF
350
Norris Perne & French
Michigan
$215K