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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
MCM
126
Mitchell Capital Management
Kansas
$2.7M -$65K -1,320 -2%
STCOSD
127
Sageworth Trust Company of South Dakota
South Dakota
$2.68M
GM
128
Granger Management
New York
$2.65M +$2.65M +53,802 New
BWM
129
Baystate Wealth Management
Massachusetts
$2.63M -$553K -11,221 -17%
IC
130
IEQ Capital
California
$2.57M +$985 +20 +0%
SFI
131
SPC Financial Inc
Maryland
$2.57M +$111K +2,256 +5%
BWG
132
Beta Wealth Group
California
$2.54M -$40.5K -822 -2%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$2.5M +$1.68M +34,206 +207%
GLLW
134
Graves Light Lenhart Wealth
Virginia
$2.48M +$394 +8 +0%
CS
135
Comerica Securities
Michigan
$2.48M +$1.93M +39,187 +352%
FEG
136
Fund Evaluation Group
Ohio
$2.46M
HAFS
137
Hapanowicz & Associates Financial Services
Pennsylvania
$2.44M -$72.4K -1,471 -3%
FC
138
Financial Council
Maryland
$2.44M +$243K +4,926 +11%
C
139
Certuity
Florida
$2.42M +$39K +791 +2%
ASN
140
Advisory Services Network
Georgia
$2.41M +$167K +3,382 +7%
BP
141
Ballentine Partners
Massachusetts
$2.36M
JWA
142
JFS Wealth Advisors
Pennsylvania
$2.26M -$67.8K -1,377 -3%
TC
143
TownSquare Capital
Utah
$2.24M -$1.08M -21,976 -33%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$2.2M -$428K -8,700 -16%
RTL
145
Red Tortoise LLC
Georgia
$2.18M +$34K +691 +2%
CCA
146
Cobblestone Capital Advisors
New York
$2.16M -$37.3K -758 -2%
CAM
147
Cresset Asset Management
Illinois
$2.09M +$650K +13,190 +45%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$2.08M +$8.62K +175 +0.4%
ASW
149
Astoria Strategic Wealth
Texas
$2.04M -$2.81K -57 -0.1%
HCMT
150
Highland Capital Management (Tennessee)
Tennessee
$2.02M +$683K +13,865 +51%