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iShares MSCI ACWI ex US ETF

293 hedge funds and large institutions have $1.89B invested in iShares MSCI ACWI ex US ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

5% more funds holding

Funds holding: 278293 (+15)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$36.2M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1.64% less ownership

Funds ownership: 64.2%62.57% (-1.6%)

30% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 111

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
5.91%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
34
Increased
78
Reduced
111
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MDSL
101
M.D. Sass LLC
New York
$2.14M -$203K -4,400 -9%
V
102
Veritable
Delaware
$2.11M -$483K -10,493 -19%
CL
103
CIM LLC
New York
$2.1M -$489K -10,619 -20%
CAN
104
Cetera Advisor Networks
California
$2.07M -$614K -13,336 -23%
Prudential Financial
105
Prudential Financial
New Jersey
$2.02M +$40.3K +874 +2%
KIM
106
Karpus Investment Management
New York
$1.92M -$178K -3,870 -8%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.86M +$3.09K +67 +0.2%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$1.84M +$11.9K +258 +0.6%
SCA
109
Stonebridge Capital Advisors
Minnesota
$1.84M -$69.1K -1,500 -4%
Citigroup
110
Citigroup
New York
$1.81M +$1.79M +38,884 +10,314%
MGIA
111
Moneta Group Investment Advisors
Missouri
$1.7M +$1.09M +23,650 +179%
RHP
112
Royal Harbor Partners
Texas
$1.63M +$1.64M +35,520 New
CS
113
Comerica Securities
Michigan
$1.63M +$126K +2,739 +8%
TIM
114
Thornburg Investment Management
New Mexico
$1.59M -$926K -20,103 -37%
AI
115
Atria Investments
North Carolina
$1.57M +$1.57M +34,151 New
SBL
116
Sargent Bickham Lagudis
Colorado
$1.5M -$157K -3,398 -9%
Jennison Associates
117
Jennison Associates
New York
$1.44M +$1.44M +31,328 New
JWCA
118
J.W. Cole Advisors
Florida
$1.41M +$320K +6,954 +29%
DY
119
Dowling & Yahnke
California
$1.41M +$230K +5,000 +19%
ASN
120
Advisory Services Network
Georgia
$1.38M +$23.5K +509 +2%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$1.34M -$53K -1,150 -4%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M -$12M -259,481 -91%
BCA
123
Berman Capital Advisors
Georgia
$1.17M
AWM
124
AE Wealth Management
Kansas
$1.16M -$18.5K -401 -2%
SS
125
Simplicity Solutions
Minnesota
$1.15M +$461 +10 +0%