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iShares MSCI ACWI ex US ETF

456 hedge funds and large institutions have $3.45B invested in iShares MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+35
Holders Change %
+8.31%
% of All Funds
6.69%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
70
Increased
145
Reduced
139
Closed
26
Calls
Puts
$35.1M
Net Calls
-$35.1M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
201
Cassaday & Co Wealth Management
Virginia
$1.09M +$70.9K +1,390 +7%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$1.06M -$20.4K -399 -2%
BF
203
BOK Financial
Oklahoma
$1.06M
FHA
204
First Horizon Advisors
Tennessee
$1.06M
LWL
205
Leo Wealth LLC
Texas
$1.05M +$1.05M +20,491 New
AWMNH
206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.03M +$420K +8,236 +69%
AWM
207
AE Wealth Management
Kansas
$1.03M +$412K +8,186 +67%
NW
208
NewEdge Wealth
Pennsylvania
$1.02M +$1.02M +19,976 New
CAS
209
Coppell Advisory Solutions
Texas
$1.01M +$993K +19,449 +5,966%
PA
210
Procyon Advisors
Connecticut
$1M +$102 +2 +0%
ACM
211
Advance Capital Management
Michigan
$995K +$162K +3,169 +19%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$995K +$19.9K +390 +2%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$987K +$6.38K +125 +0.7%
Pzena Investment Management
214
Pzena Investment Management
New York
$980K +$980K +19,209 New
SC
215
Savant Capital
Illinois
$943K -$13.1K -256 -1%
Northern Trust
216
Northern Trust
Illinois
$938K +$218K +4,268 +30%
EWA
217
Encompass Wealth Advisors
Oregon
$919K
PIA
218
Petredis Investment Advisors
Pennsylvania
$919K
KIM
219
Karpus Investment Management
New York
$902K -$748K -14,655 -45%
HB
220
HTLF Bank
Colorado
$885K +$885K +17,340 New
WB
221
Webster Bank
Connecticut
$877K
S
222
Syntrinsic
Colorado
$853K -$164K -3,207 -16%
FCBT
223
First Citizens Bank & Trust
North Carolina
$838K -$24.1K -472 -3%
BS
224
Banco Santander
Spain
$837K
PWM
225
Perigon Wealth Management
California
$830K +$214K +4,185 +35%