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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
CWM
151
Calamos Wealth Management
Illinois
$835K -$8.99M -200,031 -90%
GL
152
Graypoint LLC
New York
$830K +$992K +22,071 New
N
153
Nuveen
North Carolina
$802K
BRWM
154
B. Riley Wealth Management
Tennessee
$788K +$1.53K +34 +0.2%
JIP
155
Jaffetilchin Investment Partners
Florida
$777K -$61.5K -1,368 -6%
DWM
156
Dakota Wealth Management
Florida
$735K -$97.9K -2,178 -10%
BFPW
157
BOK Financial Private Wealth
Colorado
$735K
ST
158
Sentinel Trust
Texas
$713K +$851K +18,929 New
TWI
159
Thomas White International
Illinois
$712K -$331K -7,368 -28%
CS
160
Comerica Securities
Michigan
$700K +$620K +13,796 +287%
PA
161
Pinnacle Associates
New York
$684K -$19.1K -425 -2%
DCM
162
Dimension Capital Management
Florida
$677K +$248K +5,520 +44%
P
163
Pitcairn
Pennsylvania
$665K -$852K -18,970 -52%
Cerity Partners
164
Cerity Partners
New York
$654K +$251K +5,589 +48%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$652K +$778K +17,313 New
FNBOO
166
First National Bank of Omaha
Nebraska
$643K -$691K -15,379 -47%
QA
167
Quantitative Advantage
Minnesota
$639K +$551K +12,270 +260%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$575K +$21.3K +475 +3%
PPA
169
Parametric Portfolio Associates
Washington
$563K +$394K +8,772 +142%
BAAM
170
Baker Avenue Asset Management
California
$515K -$688K -15,307 -53%
UB
171
UMB Bank
Missouri
$507K +$114K +2,535 +23%
CA
172
Claro Advisors
Massachusetts
$459K -$162K -3,613 -23%
OFS
173
Oldfather Financial Services
Nebraska
$456K -$18.6K -415 -3%
B
174
Brightworth
Georgia
$452K -$207K -4,596 -28%
MWM
175
Modera Wealth Management
New Jersey
$451K -$11K -244 -2%