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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
MDSL
126
M.D. Sass LLC
New York
$1.43M
ECG
127
Edge Capital Group
Georgia
$1.42M +$8.13K +181 +0.5%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$1.4M -$572K -12,730 -26%
Stifel Financial
129
Stifel Financial
Missouri
$1.34M +$760K +16,910 +91%
UCFA
130
United Capital Financial Advisors
Texas
$1.28M +$1.29M +28,732 +549%
Comerica Bank
131
Comerica Bank
Texas
$1.27M +$354K +7,875 +32%
MM
132
Main Management
California
$1.21M
SFG
133
Sage Financial Group
Pennsylvania
$1.21M +$1.44M +32,105 New
BCA
134
Berman Capital Advisors
Georgia
$1.19M -$45 -1 -0%
HCA
135
Heck Capital Advisors
Wisconsin
$1.18M -$169K -3,760 -11%
TI
136
Trexquant Investment
Connecticut
$1.18M +$1.41M +31,280 New
PVH
137
Psagot Value Holdings
Israel
$1.16M -$33.7K -750 -2%
BPB
138
Badgley, Phelps & Bell
Washington
$1.12M -$674 -15 -0.1%
TAM
139
Todd Asset Management
Kentucky
$1.11M -$2.07M -46,043 -61%
CAM
140
Cresset Asset Management
Illinois
$1.02M
MCM
141
Mitchell Capital Management
Kansas
$935K -$580K -12,917 -34%
QAM
142
QCI Asset Management
New York
$931K +$1.03M +22,813 +1,185%
CL
143
CPWM LLC
Washington
$891K +$5.44K +121 +0.5%
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$882K
DY
145
Dowling & Yahnke
California
$882K +$1.05M +23,419 New
CA
146
Clearstead Advisors
Ohio
$879K
AWM
147
AE Wealth Management
Kansas
$873K +$124K +2,760 +14%
ACI
148
Alpha Cubed Investments
California
$872K +$1.04M +23,149 New
FHA
149
First Horizon Advisors
Tennessee
$852K -$759K -16,892 -43%
SS
150
Simplicity Solutions
Minnesota
$851K +$115K +2,570 +13%