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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
SAF
176
Smith Anglin Financial
Texas
$1.2M -$90.5K -1,837 -7%
Northern Trust
177
Northern Trust
Illinois
$1.18M -$6.97M -141,446 -86%
PCM
178
Parsons Capital Management
Rhode Island
$1.18M -$9.85K -200 -0.8%
QIM
179
Quantitative Investment Management
Virginia
$1.17M -$1.45M -29,427 -55%
Calamos Advisors
180
Calamos Advisors
Illinois
$1.14M -$170K -3,449 -13%
BFC
181
Bedel Financial Consulting
Indiana
$1.14M -$12.9K -261 -1%
AFWM
182
AMJ Financial Wealth Management
Virginia
$1.1M +$426K +8,644 +63%
EH
183
Equitable Holdings
New York
$1.05M +$591 +12 +0.1%
FHA
184
First Horizon Advisors
Tennessee
$1.04M -$50.3K -1,022 -5%
BF
185
BOK Financial
Oklahoma
$1.02M
LB
186
Leo Brokerage
Texas
$997K -$83.5K -1,696 -8%
HWM
187
HB Wealth Management
Georgia
$988K +$6.16K +125 +0.6%
CCWM
188
Cassaday & Co Wealth Management
Virginia
$987K
PA
189
Procyon Advisors
Connecticut
$978K +$35K +710 +4%
STA
190
Summit Trail Advisors
New York
$952K +$1.43K +29 +0.2%
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
$946K
Jennison Associates
192
Jennison Associates
New York
$942K -$166K -3,375 -15%
Polen Capital Management
193
Polen Capital Management
Florida
$917K -$3.36M -68,293 -79%
SC
194
Savant Capital
Illinois
$910K
HPA
195
High Probability Advisors
New York
$887K +$1.38K +28 +0.2%
EWA
196
Encompass Wealth Advisors
Oregon
$887K
PIA
197
Petredis Investment Advisors
Pennsylvania
$886K
RAM
198
Riggs Asset Management
Pennsylvania
$883K +$883K +17,934 New
CA
199
Claro Advisors
Massachusetts
$873K +$104K +2,106 +13%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$848K -$224K -4,558 -21%