We are live on ! Find out more
ACWX icon

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
WB
201
Webster Bank
Connecticut
$846K
UBV
202
United Bank (Virginia)
Virginia
$833K
FCBT
203
First Citizens Bank & Trust
North Carolina
$825K -$26.4K -536 -3%
FCH
204
Freestone Capital Holdings
Washington
$801K +$11.6K +235 +1%
CA
205
Cetera Advisors
Colorado
$797K +$797K +16,187 New
DBT
206
Dubuque Bank & Trust
Iowa
$782K -$158K -3,199 -17%
HIA
207
Harbor Investment Advisory
Maryland
$765K -$45.8K -930 -6%
MAM
208
Madison Asset Management
Wisconsin
$749K +$85.5K +1,736 +13%
PCH
209
PGIM Custom Harvest
New Jersey
$749K
MSAGDF
210
Moneda SA Administradora General de Fondos
Chile
$747K -$77.6K -1,575 -9%
RVPG
211
Relative Value Partners Group
$737K -$1.33K -27 -0.2%
UB
212
UMB Bank
Missouri
$723K
ERIC
213
Eagle Rock Investment Company
Georgia
$718K
CG
214
Colony Group
Massachusetts
$712K +$2.12K +43 +0.3%
MFG
215
Merit Financial Group
Georgia
$702K -$6.94K -141 -1%
UI
216
Unconventional Investor
New Hampshire
$686K
AFG
217
ABLE Financial Group
Arizona
$675K
PA
218
Pinnacle Associates
New York
$662K
AC
219
Avestar Capital
New York
$658K +$9.65K +196 +1%
CAM
220
Chesapeake Asset Management
New York
$647K
BFG
221
Bleakley Financial Group
New Jersey
$633K +$633K +12,864 New
SS
222
Simplicity Solutions
Minnesota
$633K +$633K +12,864 New
NEPPG
223
New England Professional Planning Group
Rhode Island
$622K +$2.9K +59 +0.5%
MGWM
224
Marks Group Wealth Management
Minnesota
$617K
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$610K +$77.2K +1,567 +14%