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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
Toronto Dominion Bank
76
Toronto Dominion Bank
Ontario, Canada
$7.38M +$4.92M +100,000 +200%
FNT
77
First National Trust
Pennsylvania
$7.16M +$59.7K +1,212 +0.8%
CAN
78
Cetera Advisor Networks
California
$7.09M -$2.34M -47,583 -25%
Creative Planning
79
Creative Planning
Kansas
$7.08M -$45K -914 -0.6%
CM
80
Castleark Management
Illinois
$6.88M
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$6.66M
AI
82
Ariel Investments
Illinois
$6.61M +$1.09M +22,232 +20%
MGIA
83
Moneta Group Investment Advisors
Missouri
$6.5M +$5.66K +115 +0.1%
MC
84
Martin & Co
Tennessee
$6.5M -$307K -6,227 -5%
WT
85
Whittier Trust
California
$6.47M -$113K -2,289 -2%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$6.08M -$102M -2,079,608 -94%
AC
87
Apella Capital
Connecticut
$5.99M +$5.99M +121,712 New
GIM
88
Goelzer Investment Management
Indiana
$5.92M -$212K -4,302 -3%
LPL Financial
89
LPL Financial
California
$5.83M +$195K +3,964 +3%
Lazard Asset Management
90
Lazard Asset Management
New York
$5.79M -$2.13M -43,186 -27%
FWM
91
FFT Wealth Management
Pennsylvania
$5.52M +$5.53M +112,231 New
AWA
92
Aaron Wealth Advisors
Illinois
$5.4M -$10.9K -222 -0.2%
SHWM
93
Smith & Howard Wealth Management
Georgia
$5.34M +$61.7K +1,253 +1%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$5.18M
SHGA
95
Sand Hill Global Advisors
California
$5M +$591 +12 +0%
CW
96
Connectus Wealth
Ohio
$4.76M -$186K -3,771 -4%
SLT
97
St Louis Trust
Missouri
$4.72M -$868K -17,619 -16%
CA
98
Cumberland Advisors
Florida
$4.67M -$1.14M -23,230 -20%
SQA
99
Simon Quick Advisors
New Jersey
$4.61M -$1.31M -26,620 -22%
D
100
Dentgroup
Louisiana
$4.5M -$958K -19,451 -18%