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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
Citadel Advisors
51
Citadel Advisors
Florida
$12.5M +$5.67M +115,128 +83%
SF
52
Synovus Financial
Georgia
$12.2M +$114K +2,323 +0.9%
CWM
53
CMH Wealth Management
New Hampshire
$11.6M +$5.86K +119 +0.1%
Truist Financial
54
Truist Financial
North Carolina
$11.4M -$4.28M -86,989 -27%
BTI
55
Blue Trust Inc
Georgia
$11.3M -$2.79M -56,691 -20%
P
56
Pitcairn
Pennsylvania
$11.1M +$63.3K +1,286 +0.6%
JP Morgan Chase
57
JP Morgan Chase
New York
$11.1M -$6.31M -128,124 -36%
Osaic Holdings
58
Osaic Holdings
Arizona
$10.9M -$257K -5,210 -2%
B
59
Bailard
California
$10.8M -$14.5K -294 -0.1%
ST
60
Sentinel Trust
Texas
$10.8M -$4.13M -83,962 -28%
HWA
61
Heritage Wealth Advisors
Virginia
$10.6M
CCA
62
Column Capital Advisors
Indiana
$10.6M -$62.2K -1,264 -0.6%
MSWM
63
Mader & Shannon Wealth Management
Missouri
$10.5M +$389K +7,893 +4%
HighTower Advisors
64
HighTower Advisors
Illinois
$10M +$881K +17,885 +10%
OMC
65
Old Mission Capital
Illinois
$9.99M -$4.65M -94,495 -32%
RHP
66
Royal Harbor Partners
Texas
$9.82M +$408K +8,284 +4%
AllianceBernstein
67
AllianceBernstein
Tennessee
$9.76M +$943K +19,158 +11%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$8.84M +$8.84M +179,500 New
COCM
69
Charter Oak Capital Management
New Hampshire
$8.61M -$92K -1,869 -1%
NA
70
NewEdge Advisors
Louisiana
$8.17M +$57.5K +1,168 +0.7%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$8.15M -$1.57M -31,854 -16%
KAS
72
Kestra Advisory Services
Texas
$8.08M +$5.57M +113,142 +222%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.98M +$47.3K +961 +0.6%
JIC
74
Johnson Investment Counsel
Ohio
$7.91M +$256K +5,208 +3%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$7.4M -$617K -12,537 -8%