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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
TC
401
Trust Company
Kansas
$5.77K -$295 -6 -5%
EWM
402
EPG Wealth Management
Georgia
$5.76K
WT
403
Washington Trust
Rhode Island
$5.51K
FGAM
404
Financial Gravity Asset Management
Texas
$5.49K +$18.8K +382 New
BWL
405
Bogart Wealth LLC
Virginia
$4.63K
CIR
406
Clear Investment Research
Georgia
$4.45K +$49 +1 +1%
ADL
407
Asset Dedication LLC
California
$4K
HI
408
Harbour Investments
Wisconsin
$3.25K
SS
409
Sunbelt Securities
Texas
$3.08K +$49 +1 +2%
GI
410
GS Investments
Minnesota
$3.02K
HI
411
Horizon Investments
North Carolina
$1.62K -$886 -18 -35%
IFAM
412
Institutional & Family Asset Management
Colorado
$1.48K
PK
413
Pflug Koory
Nebraska
$1.23K
CSB
414
City State Bank
Iowa
$1K -$1.08K -22 -50%
NRG
415
Nemes Rush Group
Michigan
$443 +$443 +9 New
KFS
416
Kelly Financial Services
Massachusetts
$345
WC
417
Wexford Capital
Florida
-$7.85M -161,018 Closed
FA
418
FDx Advisors
Illinois
-$4.25M -93,392 Closed
WC
419
Wealth CMT
New Jersey
-$4.47M -91,693 Closed
JWCA
420
J.W. Cole Advisors
Florida
-$2.92M -59,847 Closed
TFCP
421
Twin Focus Capital Partners
Massachusetts
-$798K -16,360 Closed
JPG
422
Jordan Park Group
California
-$556K -11,406 Closed
AWS
423
Atria Wealth Solutions
New York
-$515K -10,563 Closed
AAS
424
Avantax Advisory Services
Texas
-$442K -9,064 Closed
AWE
425
Avidian Wealth Enterprises
Texas
-$378K -7,741 Closed