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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
NEIRG
76
New England Investment & Retirement Group
Massachusetts
$6.07M -$13M -235,532 -68%
AC
77
Apella Capital
Connecticut
$6.02M -$221K -3,996 -4%
OMC
78
Old Mission Capital
Illinois
$5.89M +$4.69M +84,845 +388%
HAFS
79
Hapanowicz & Associates Financial Services
Pennsylvania
$5.68M -$119K -2,157 -2%
Jennison Associates
80
Jennison Associates
New York
$5M +$3.46M +62,535 +222%
GI
81
Glovista Investments
New Jersey
$4.98M +$4.56M +82,476 +1,041%
VWA
82
VERITY Wealth Advisors
United States
$4.93M -$76.4K -1,383 -2%
NFG
83
Northeast Financial Group
Pennsylvania
$4.93M +$4.94M +89,342 New
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$4.77M -$88.4K -1,600 -2%
LPL Financial
85
LPL Financial
California
$4.68M +$352K +6,367 +8%
SIM
86
SSI Investment Management
California
$4.61M +$1.08M +19,478 +30%
SHWM
87
Smith & Howard Wealth Management
Georgia
$4.55M -$79.7K -1,442 -2%
WB
88
WesBanco Bank
West Virginia
$4.28M +$4.28M +77,496 New
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$4.24M -$123K -2,217 -3%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$4.17M -$2.1M -38,064 -33%
Bessemer Group
91
Bessemer Group
New Jersey
$4.07M -$168K -3,034 -4%
SWPG
92
Strategic Wealth Partners Group
Illinois
$3.98M +$156K +2,828 +4%
M&T Bank
93
M&T Bank
New York
$3.95M +$3.96M +71,600 New
JWA
94
JFS Wealth Advisors
Pennsylvania
$3.85M +$207K +3,746 +6%
NAM
95
NTV Asset Management
West Virginia
$3.82M +$63.3K +1,146 +2%
CF
96
Corrigan Financial
Rhode Island
$3.78M -$136K -2,466 -3%
SHGA
97
Sand Hill Global Advisors
California
$3.6M
Brown Advisory
98
Brown Advisory
Maryland
$3.59M -$295K -5,330 -8%
SC
99
Sierra Capital
Florida
$3.48M +$3.49M +63,123 New
GLLW
100
Graves Light Lenhart Wealth
Virginia
$3.41M +$22.1K +400 +0.7%