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iShares MSCI ACWI ex US ETF

293 hedge funds and large institutions have $1.89B invested in iShares MSCI ACWI ex US ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

5% more funds holding

Funds holding: 278293 (+15)

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$36.2M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1.64% less ownership

Funds ownership: 64.2%62.57% (-1.6%)

30% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 111

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
5.91%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
34
Increased
78
Reduced
111
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$163M -$7.43M -161,295 -4%
Bank of America
2
Bank of America
North Carolina
$159M +$1.98M +42,953 +1%
Barclays
3
Barclays
United Kingdom
$131M
UBS Group
4
UBS Group
Switzerland
$129M +$3.12M +67,625 +2%
BlackRock
5
BlackRock
New York
$74.9M -$3.13M -67,995 -4%
JFGIW
6
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63M +$5.4M +117,225 +9%
ANTB
7
AMG National Trust Bank
Colorado
$59.3M +$2.14M +46,428 +4%
GT
8
Glenmede Trust
Pennsylvania
$54M -$8.08M -175,331 -13%
RFC
9
Regions Financial Corp
Alabama
$52.5M -$726K -15,753 -1%
Franklin Resources
10
Franklin Resources
California
$41.7M -$44.8M -972,533 -52%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$37.6M +$17.4M +377,180 +86%
GAB
12
German American Bancorp
Indiana
$35.9M +$621K +13,477 +2%
Wells Fargo
13
Wells Fargo
California
$32.3M -$5.05M -109,578 -14%
LPT
14
Legacy Private Trust
Wisconsin
$29.6M +$1.25M +27,031 +4%
GIM
15
Goelzer Investment Management
Indiana
$28.4M -$1.58M -34,263 -5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$26.3M +$6.46M +140,143 +32%
Goldman Sachs
17
Goldman Sachs
New York
$26.2M -$25M -542,496 -49%
Ameriprise
18
Ameriprise
Minnesota
$24.9M +$7.19M +155,940 +40%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23.9M +$392K +8,511 +2%
Mariner
20
Mariner
Kansas
$23.7M -$18.3K -397 -0.1%
Citadel Advisors
21
Citadel Advisors
Florida
$21.7M -$36.4M -789,727 -63%
TF
22
TLWM Financial
Texas
$21.3M +$1.28M +27,883 +6%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$19.7M +$848K +18,399 +5%
BIP
24
Brandes Investment Partners
California
$19.6M +$18.7M +406,297 +2,136%
GAG
25
GM Advisory Group
New York
$18.8M -$1.07M -23,322 -5%