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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
Bessemer Group
76
Bessemer Group
New Jersey
$4.14M -$8.99K -200 -0.2%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$3.89M -$888K -19,758 -16%
Osaic Holdings
78
Osaic Holdings
Arizona
$3.78M +$4.51M +100,373 New
SWPG
79
Strategic Wealth Partners Group
Illinois
$3.69M -$2.74M -60,895 -38%
SCCM
80
Schafer Cullen Capital Management
New York
$3.42M -$7.58M -168,660 -65%
VWA
81
VERITY Wealth Advisors
United States
$3.41M -$89.6K -1,994 -2%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$3.39M +$2.61K +58 +0.1%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$3.37M +$186K +4,130 +5%
S
84
SignatureFD
Georgia
$3.29M -$1.18M -26,171 -23%
AC
85
Apella Capital
Connecticut
$3.27M +$3.9M +86,745 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$3.16M -$2.31M -51,497 -38%
HL
87
Harding Loevner
New Jersey
$3.09M -$11.7M -259,983 -76%
Brown Advisory
88
Brown Advisory
Maryland
$3.06M -$7M -155,882 -66%
CF
89
Corrigan Financial
Rhode Island
$2.99M -$772K -17,176 -18%
FWCM
90
Ferguson Wellman Capital Management
Oregon
$2.92M +$354K +7,874 +11%
WB
91
WesBanco Bank
West Virginia
$2.92M +$193K +4,290 +6%
Ameriprise
92
Ameriprise
Minnesota
$2.92M -$914K -20,333 -21%
MSAGDF
93
Moneda SA Administradora General de Fondos
Chile
$2.9M +$1.9M +42,356 +122%
CAN
94
Cetera Advisor Networks
California
$2.88M +$3.43M +76,376 New
NAM
95
NTV Asset Management
West Virginia
$2.82M -$306K -6,800 -8%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$2.75M -$663K -14,756 -17%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$2.55M -$73.9K -1,645 -2%
LPL Financial
98
LPL Financial
California
$2.55M -$658K -14,638 -18%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$2.43M +$2.5M +55,591 +624%
ARG
100
Advisory Resource Group
Oklahoma
$2.26M -$1.32M -29,481 -33%