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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
Baird Financial Group
151
Baird Financial Group
Wisconsin
$2.01M -$105K -2,125 -5%
V
152
Veritable
Delaware
$2M
PAS
153
Park Avenue Securities
New York
$1.99M +$119K +2,413 +6%
Bessemer Group
154
Bessemer Group
New Jersey
$1.98M -$2.61K -53 -0.1%
HTC
155
Haverford Trust Company
Pennsylvania
$1.97M -$52.9K -1,074 -3%
TIM
156
Thornburg Investment Management
New Mexico
$1.95M -$2.96M -60,163 -60%
FFP
157
FourThought Financial Partners
Florida
$1.89M +$237K +4,814 +14%
WCM
158
Washington Capital Management
Washington
$1.86M
BW
159
BIP Wealth
Georgia
$1.82M -$152K -3,093 -8%
KIM
160
Karpus Investment Management
New York
$1.78M -$1.11M -22,623 -38%
Stifel Financial
161
Stifel Financial
Missouri
$1.78M +$322K +6,547 +22%
MDSL
162
M.D. Sass LLC
New York
$1.76M
MFA
163
Mayflower Financial Advisors
Massachusetts
$1.73M -$97.4K -1,978 -5%
SCA
164
Stonebridge Capital Advisors
Minnesota
$1.65M -$158K -3,205 -9%
AIM
165
Allen Investment Management
New York
$1.61M +$253K +5,144 +19%
RC
166
Rovin Capital
Arizona
$1.61M -$56.5K -1,147 -3%
OFA
167
Oak Family Advisors
Illinois
$1.59M +$31.4K +638 +2%
AI
168
Atria Investments
North Carolina
$1.59M +$1.59M +32,305 New
Brown Advisory
169
Brown Advisory
Maryland
$1.48M -$705K -14,325 -32%
GL
170
Graypoint LLC
New York
$1.43M +$162K +3,299 +13%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$1.4M -$40.5K -822 -3%
ECG
172
Edge Capital Group
Georgia
$1.31M +$1.03M +20,932 +374%
CA
173
Clearstead Advisors
Ohio
$1.23M
TAM
174
Todd Asset Management
Kentucky
$1.21M -$4.63M -93,968 -79%
CL
175
CIM LLC
New York
$1.2M +$72.5K +1,472 +6%