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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
CRCM
101
Corbett Road Capital Management
Virginia
$2.22M +$2.14M +47,694 +427%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$2.21M -$139K -3,100 -5%
SHGA
103
Sand Hill Global Advisors
California
$2.2M
SWP
104
Strategic Wealth Partners
Ohio
$2.16M
WC
105
Wealth CMT
New Jersey
$2.16M -$3.2M -71,238 -55%
JWA
106
JFS Wealth Advisors
Pennsylvania
$2.15M +$1.09M +24,329 +74%
FEG
107
Fund Evaluation Group
Ohio
$2.07M +$355K +7,893 +17%
BIP
108
Brandes Investment Partners
California
$2.03M -$13.1M -291,807 -84%
FA
109
FCG Advisors
New Jersey
$1.99M +$574K +12,780 +32%
CL
110
CIM LLC
New York
$1.97M +$64.5K +1,436 +3%
KIM
111
Karpus Investment Management
New York
$1.87M -$717K -15,962 -24%
ASN
112
Advisory Services Network
Georgia
$1.8M -$389K -8,647 -15%
CCMG
113
Clark Capital Management Group
Pennsylvania
$1.77M +$2.11M +46,903 New
QI
114
QS Investors
New York
$1.74M +$2.08M +46,270 New
HAFS
115
Hapanowicz & Associates Financial Services
Pennsylvania
$1.68M -$109K -2,419 -5%
Prudential Financial
116
Prudential Financial
New Jersey
$1.61M -$597K -13,298 -24%
SBL
117
Sargent Bickham Lagudis
Colorado
$1.61M -$2.94M -65,384 -60%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$1.6M +$1.6M +35,605 +516%
SCA
119
Stonebridge Capital Advisors
Minnesota
$1.59M -$380K -8,450 -17%
EWF
120
Epstein & White Financial
California
$1.57M +$1.65M +36,774 +723%
SCM
121
Shelton Capital Management
Colorado
$1.57M +$393K +8,740 +27%
TWM
122
Tolleson Wealth Management
Texas
$1.55M -$4.76M -105,933 -72%
GRP
123
Global Retirement Partners
California
$1.54M +$1.84M +40,944 New
AFA
124
Atlanta Financial Associates
Georgia
$1.47M +$1.76M +39,065 New
CCA
125
Cobblestone Capital Advisors
New York
$1.45M +$763K +16,981 +79%