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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
Polen Capital Management
176
Polen Capital Management
Florida
$444K -$1.54M -34,304 -74%
AWM
177
AllSquare Wealth Management
New York
$444K -$1.12K -25 -0.2%
HF
178
HRT Financial
New York
$412K +$492K +10,952 New
SB
179
Simmons Bank
Arkansas
$377K -$744K -16,569 -62%
WDL
180
Well Done LLC
Michigan
$376K -$67.8K -1,509 -13%
RBC
181
Roble Belko & Company
Pennsylvania
$367K -$2.05M -45,708 -82%
FCI
182
Financial Counselors Inc
Kansas
$358K
PCM
183
Parsons Capital Management
Rhode Island
$347K -$1.16M -25,825 -74%
FA
184
Financial Advisors
Massachusetts
$346K +$203K +4,526 +97%
CA
185
Cetera Advisors
Colorado
$342K -$975K -21,696 -70%
BCP
186
Blue Chip Partners
Michigan
$342K -$25.5K -568 -6%
AL
187
Aspiriant LLC
California
$335K +$400K +8,901 New
NEPPG
188
New England Professional Planning Group
Rhode Island
$334K +$384K +8,546 New
G
189
GenTrust
Florida
$334K
RTS
190
Round Table Services
New Jersey
$328K -$148K -3,283 -27%
SWP
191
Stratos Wealth Partners
Ohio
$327K +$149K +3,308 +61%
WA
192
Wealth Alliance
New York
$315K +$376K +8,359 New
BAS
193
Brown Advisory Securities
Maryland
$313K +$2.47K +55 +0.7%
HGI
194
Hansberger Growth Investors
Wisconsin
$309K -$1.07M -23,870 -74%
M&T Bank
195
M&T Bank
New York
$309K +$369K +8,206 New
PCA
196
Personal Capital Advisors
California
$307K -$19.4K -432 -5%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$304K +$54.2K +1,207 +18%
AGA
198
Accuvest Global Advisors
Utah
$300K -$1.73M -38,414 -83%
SC
199
Scotia Capital
Ontario, Canada
$299K -$16.8K -375 -5%
GPA
200
Guidance Point Advisors
Massachusetts
$288K +$4.67K +104 +1%