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iShares MSCI ACWI ex US ETF

293 hedge funds and large institutions have $1.89B invested in iShares MSCI ACWI ex US ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

5% more funds holding

Funds holding: 278293 (+15)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$36.2M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1.64% less ownership

Funds ownership: 64.2%62.57% (-1.6%)

30% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 111

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
5.91%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
34
Increased
78
Reduced
111
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SignatureFD
Georgia
$6.95M -$895K -19,433 -11%
WT
52
Whittier Trust
California
$6.86M -$85.8K -1,862 -1%
ST
53
Sageworth Trust
Pennsylvania
$6.82M -$164K -3,570 -2%
OMC
54
Old Mission Capital
Illinois
$6.76M +$6.77M +146,969 New
FT
55
Fiduciary Trust
Massachusetts
$6.52M -$220K -4,783 -3%
WTC
56
WhitTier Trust Company
Nevada
$6.22M -$104K -2,253 -2%
CWG
57
Cornerstone Wealth Group
North Carolina
$6.11M +$364K +7,902 +6%
SLT
58
St Louis Trust
Missouri
$5.66M +$86.3K +1,872 +2%
KPW
59
Kore Private Wealth
New York
$5.32M +$1.42M +30,784 +36%
Osaic Holdings
60
Osaic Holdings
Arizona
$5.29M +$618K +13,414 +13%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$5.11M -$768K -16,661 -13%
P
62
Pitcairn
Pennsylvania
$5.1M -$380K -8,251 -7%
AC
63
Apella Capital
Connecticut
$5.04M -$51.4K -1,116 -1%
Lazard Asset Management
64
Lazard Asset Management
New York
$4.88M +$280K +6,073 +6%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$4.82M -$253K -5,490 -5%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$4.73M -$703K -15,247 -13%
PWLP
67
Prio Wealth Limited Partnership
Massachusetts
$4.41M -$48.6K -1,055 -1%
SHIM
68
Stone House Investment Management
Pennsylvania
$4.4M +$1.27M +27,664 +41%
HAFS
69
Hapanowicz & Associates Financial Services
Pennsylvania
$4.19M +$45.1K +978 +1%
VWA
70
VERITY Wealth Advisors
United States
$4.17M
SHWM
71
Smith & Howard Wealth Management
Georgia
$3.84M -$288K -6,257 -7%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.83M -$284K -6,174 -7%
FWCM
73
Ferguson Wellman Capital Management
Oregon
$3.71M +$278K +6,032 +8%
WB
74
WesBanco Bank
West Virginia
$3.7M +$147K +3,195 +4%
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$3.59M -$13.8K -300 -0.4%