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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
Cerity Partners
26
Cerity Partners
New York
$29.5M +$4.27M +86,763 +17%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$28.9M +$16.7M +340,000 +138%
Franklin Resources
28
Franklin Resources
California
$27.4M -$12.1K -246 -0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$26.6M +$752K +15,274 +3%
GAG
30
GM Advisory Group
New York
$25.9M +$2.69M +54,725 +12%
CIA
31
Capital Investment Advisors
Georgia
$25.9M -$1.5M -30,453 -5%
Mariner
32
Mariner
Kansas
$23.8M -$436K -8,856 -2%
WB
33
WesBanco Bank
West Virginia
$22.7M +$1.1M +22,396 +5%
LPT
34
Legacy Private Trust
Wisconsin
$21.7M -$2.62M -53,229 -11%
CB
35
Cadence Bank
Mississippi
$20.6M -$218K -4,433 -1%
FSA
36
Financial Services Advisory
Maryland
$20.3M +$5.97M +121,331 +42%
SW
37
SVB Wealth
Massachusetts
$20.1M -$3.34M -67,773 -14%
Lido Advisors
38
Lido Advisors
California
$19.8M +$169K +3,441 +0.9%
OPCM
39
Osborne Partners Capital Management
California
$19.4M -$6.89K -140 -0%
Corient Private Wealth
40
Corient Private Wealth
Florida
$18.9M +$862K +17,514 +5%
SWM
41
Spire Wealth Management
Virginia
$18.9M +$1.2M +24,377 +7%
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
$18.4M +$241K +4,900 +1%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$18M +$3.33M +67,609 +23%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$17.7M -$9.39M -190,749 -35%
Wells Fargo
45
Wells Fargo
California
$16.5M +$1.17M +23,831 +8%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$13.9M +$15.6K +317 +0.1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$13.9M +$6.37M +129,257 +85%
SFA
48
Sequoia Financial Advisors
Ohio
$13.5M +$13.5M +274,354 New
FH
49
FWG Holdings
Florida
$13.2M +$468K +9,511 +4%
William Blair & Company
50
William Blair & Company
Illinois
$13.1M +$1.05M +21,222 +9%