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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
SMF
101
Sterling Manor Financial
New York
$3.41M +$1.12M +20,213 +49%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$3.39M +$106K +1,918 +3%
SFG
103
Sage Financial Group
Pennsylvania
$3.28M +$2.87K +52 +0.1%
CG
104
Colony Group
Massachusetts
$3.21M -$303K -5,490 -9%
HCM
105
Hollencrest Capital Management
California
$3.2M +$3.21M +58,000 New
CCA
106
Cobblestone Capital Advisors
New York
$3.13M -$71.2K -1,289 -2%
Prudential Financial
107
Prudential Financial
New Jersey
$2.81M +$11.2K +203 +0.4%
Comerica Bank
108
Comerica Bank
Texas
$2.81M -$65.6K -1,187 -2%
BWG
109
Beta Wealth Group
California
$2.7M -$91.4K -1,654 -3%
KAS
110
Kestra Advisory Services
Texas
$2.59M -$538K -9,733 -17%
MDSL
111
M.D. Sass LLC
New York
$2.57M
ASN
112
Advisory Services Network
Georgia
$2.56M +$243K +4,394 +10%
ACI
113
Alpha Cubed Investments
California
$2.53M +$1.39M +25,209 +122%
AI
114
Ariel Investments
Illinois
$2.51M -$713K -12,899 -22%
CL
115
CIM LLC
New York
$2.43M -$43.2K -782 -2%
SBL
116
Sargent Bickham Lagudis
Colorado
$2.27M +$287K +5,197 +14%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$2.24M +$1.66K +30 +0.1%
HCMT
118
Highland Capital Management (Tennessee)
Tennessee
$2.23M -$177K -3,199 -7%
V
119
Veritable
Delaware
$2.2M -$101K -1,835 -4%
SCA
120
Stonebridge Capital Advisors
Minnesota
$2.2M -$4.42K -80 -0.2%
OFA
121
Oak Family Advisors
Illinois
$2.16M +$83K +1,502 +4%
WC
122
Wealth CMT
New Jersey
$2.15M -$170K -3,073 -7%
MSAGDF
123
Moneda SA Administradora General de Fondos
Chile
$2.11M +$297K +5,380 +16%
KIM
124
Karpus Investment Management
New York
$2.04M -$99.5K -1,800 -5%
MGIA
125
Moneta Group Investment Advisors
Missouri
$2.04M +$55 +1 +0%