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iShares MSCI ACWI ex US ETF

288 hedge funds and large institutions have $1.93B invested in iShares MSCI ACWI ex US ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 57.42%64.79% (+7.4%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

8% less funds holding

Funds holding: 314288 (-26)

21% less capital invested

Capital invested by funds: $2.45B → $1.93B (-$526M)

34% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 65

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 120

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
6.35%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
43
Increased
70
Reduced
120
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$7.74M +$2.49M +55,485 +37%
W
52
WealthStone
Ohio
$7.65M +$9.13M +203,191 New
MC
53
Martin & Co
Tennessee
$7.48M +$2.46M +54,642 +38%
ST
54
Sageworth Trust
Pennsylvania
$7.05M +$3.17M +70,506 +60%
Creative Planning
55
Creative Planning
Kansas
$7.05M -$519K -11,557 -6%
GAG
56
GM Advisory Group
New York
$7.05M +$1.47M +32,766 +21%
WT
57
Whittier Trust
California
$7.03M -$399K -8,878 -5%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$6.93M -$31.9M -709,136 -79%
JP Morgan Chase
59
JP Morgan Chase
New York
$6.88M -$835K -18,580 -9%
Fidelity International
60
Fidelity International
Bermuda
$6.77M +$8.08M +179,791 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$6.39M +$991K +22,051 +15%
SO
62
STRS Ohio
Ohio
$6.19M +$7.39M +164,471 New
CA
63
Cumberland Advisors
Florida
$5.96M +$1.87M +41,650 +36%
Franklin Resources
64
Franklin Resources
California
$5.86M -$1.44M -32,116 -17%
SQA
65
Simon Quick Advisors
New Jersey
$5.71M -$383K -8,529 -5%
WTC
66
WhitTier Trust Company
Nevada
$5.63M -$1.6M -35,692 -19%
FT
67
Fiduciary Trust
Massachusetts
$5.33M -$3.75M -83,389 -37%
JIC
68
Johnson Investment Counsel
Ohio
$5.25M +$572K +12,729 +10%
CG
69
Colony Group
Massachusetts
$4.84M -$26M -577,663 -82%
QCG
70
Quadrant Capital Group
Ohio
$4.83M
AIM
71
Allen Investment Management
New York
$4.77M +$1.26K +28 +0%
PWLP
72
Prio Wealth Limited Partnership
Massachusetts
$4.74M -$516K -11,490 -8%
KPW
73
Kore Private Wealth
New York
$4.66M +$780K +17,368 +16%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$4.47M -$671K -14,934 -11%
SLT
75
St Louis Trust
Missouri
$4.45M -$3.02M -67,189 -36%