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iShares MSCI ACWI ex US ETF

339 hedge funds and large institutions have $2.86B invested in iShares MSCI ACWI ex US ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

15% more capital invested

Capital invested by funds: $2.48B → $2.86B (+$378M)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

3.2% more ownership

Funds ownership: 66.27%69.47% (+3.2%)

1% more funds holding

Funds holding: 334339 (+5)

4% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 99

Holders
339
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
5.95%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
42
Increased
103
Reduced
99
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
51
Haverford Trust Company
Pennsylvania
$9.63M -$226K -4,094 -2%
JIC
52
Johnson Investment Counsel
Ohio
$9.21M -$395K -7,150 -4%
Creative Planning
53
Creative Planning
Kansas
$8.99M -$107K -1,943 -1%
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$8.53M
SQA
55
Simon Quick Advisors
New Jersey
$8.53M -$3.62M -65,558 -30%
EWM
56
Executive Wealth Management
Michigan
$8.51M +$8.52M +154,197 New
HW
57
Hancock Whitney
Mississippi
$8.26M -$32.4K -586 -0.4%
COCM
58
Charter Oak Capital Management
New Hampshire
$8.11M -$230K -4,159 -3%
WT
59
Whittier Trust
California
$8.03M -$112K -2,019 -1%
ST
60
Sageworth Trust
Pennsylvania
$8.01M -$181K -3,277 -2%
MC
61
Martin & Co
Tennessee
$7.4M -$3.8M -68,841 -34%
SLT
62
St Louis Trust
Missouri
$7.39M +$417K +7,541 +6%
Citigroup
63
Citigroup
New York
$7.28M +$4.23M +76,564 +138%
AWA
64
Aaron Wealth Advisors
Illinois
$7.27M
Osaic Holdings
65
Osaic Holdings
Arizona
$7.14M +$98.5K +1,782 +1%
S
66
SignatureFD
Georgia
$7M -$449K -8,120 -6%
WTC
67
WhitTier Trust Company
Nevada
$6.97M -$521K -9,422 -7%
FEG
68
Fund Evaluation Group
Ohio
$6.93M +$2.11M +38,100 +44%
FT
69
Fiduciary Trust
Massachusetts
$6.78M -$61.7K -1,117 -0.9%
WSTAM
70
Wilbanks Smith & Thomas Asset Management
Virginia
$6.76M +$5.78M +104,677 +586%
CWG
71
Cornerstone Wealth Group
North Carolina
$6.6M +$15.8K +286 +0.2%
KPW
72
Kore Private Wealth
New York
$6.49M -$148K -2,686 -2%
Northern Trust
73
Northern Trust
Illinois
$6.31M
ARG
74
Advisory Resource Group
Oklahoma
$6.26M +$3.41M +61,781 +119%
P
75
Pitcairn
Pennsylvania
$6.21M +$90.4K +1,635 +1%