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iShares MSCI ACWI ex US ETF

456 hedge funds and large institutions have $3.45B invested in iShares MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+35
Holders Change %
+8.31%
% of All Funds
6.69%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
70
Increased
145
Reduced
139
Closed
26
Calls
Puts
$35.1M
Net Calls
-$35.1M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
126
Ariel Investments
Illinois
$3.36M -$5.51M -107,904 -62%
PCIA
127
Prime Capital Investment Advisors
Kansas
$3.28M +$1.5M +29,291 +84%
IC
128
Iconiq Capital
California
$3.21M +$3.21M +62,879 New
BWM
129
Baystate Wealth Management
Massachusetts
$3.18M +$423K +8,294 +15%
SFI
130
SPC Financial Inc
Maryland
$3.02M +$216K +4,238 +8%
CF
131
Corrigan Financial
Rhode Island
$2.92M -$9.65K -189 -0.3%
VWA
132
VERITY Wealth Advisors
United States
$2.91M +$4.49K +88 +0.2%
BWG
133
Beta Wealth Group
California
$2.87M +$85.6K +1,677 +3%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$2.83M +$395K +7,737 +16%
MCM
135
Mitchell Capital Management
Kansas
$2.82M -$817 -16 -0%
NAM
136
NTV Asset Management
West Virginia
$2.79M -$337K -6,601 -11%
STCOSD
137
Sageworth Trust Company of South Dakota
South Dakota
$2.78M
FC
138
Financial Council
Maryland
$2.75M +$108K +2,114 +4%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$2.75M +$1.1M +21,473 +66%
CB
140
Community Bank
New York
$2.71M -$54.4K -1,065 -2%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$2.61M -$161K -3,154 -6%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$2.58M +$2.07M +40,563 +405%
C
143
Certuity
Florida
$2.55M +$35.6K +697 +1%
GLLW
144
Graves Light Lenhart Wealth
Virginia
$2.55M -$10.4K -203 -0.4%
BPWM
145
Badgley Phelps Wealth Managers
Washington
$2.5M +$2.25M +44,151 +912%
PAS
146
Park Avenue Securities
New York
$2.47M +$118K +2,321 +5%
ASN
147
Advisory Services Network
Georgia
$2.43M -$67.3K -1,319 -3%
DI
148
DFPG Investments
Utah
$2.38M +$69.7K +1,392 +3%
PPWP
149
Premier Path Wealth Partners
New Jersey
$2.28M +$2.28M +43,625 New
HTC
150
Haverford Trust Company
Pennsylvania
$2.27M +$225K +4,415 +11%