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iShares Currency Hedged MSCI ACWI ex US ETF

23 hedge funds and large institutions have $86.5M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

15% more funds holding

Funds holding: 2023 (+3)

5% more capital invested

Capital invested by funds: $82.1M → $86.5M (+$4.43M)

0.67% more ownership

Funds ownership: 68.73%69.4% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$48.4M +$913K +28,094 +2%
AWM
2
AE Wealth Management
Kansas
$8.63M +$1.21M +37,246 +16%
SC
3
Scotia Capital
Ontario, Canada
$8.2M +$787K +24,206 +10%
SB
4
Strategic Blueprint
Georgia
$7.9M +$1.67M +51,500 +26%
PCIA
5
Prime Capital Investment Advisors
Kansas
$3.17M -$269K -8,277 -8%
ACM
6
AlphaStar Capital Management
North Carolina
$2.72M +$138K +4,258 +5%
MIAN
7
Mariner Independent Advisor Network
Kansas
$2.37M +$217K +6,665 +10%
CFGS
8
Concourse Financial Group Securities
Alabama
$1.17M +$1.19M +36,506 New
CG
9
Colony Group
Massachusetts
$657K -$10.8K -333 -2%
Jane Street
10
Jane Street
New York
$638K +$648K +19,920 New
SPIA
11
Steward Partners Investment Advisory
New York
$498K +$61.4K +1,888 +14%
PAG
12
Private Advisor Group
New Jersey
$450K +$520 +16 +0.1%
LPL Financial
13
LPL Financial
California
$416K -$27.2K -836 -6%
AA
14
Advisory Alpha
Michigan
$414K +$421K +12,936 New
CWA
15
Centennial Wealth Advisory
Michigan
$263K +$21.1K +650 +9%
FTUS
16
Flow Traders U.S.
New York
$225K +$23.4K +719 +11%
APA
17
American Portfolios Advisors
New York
$112K +$390 +12 +0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$106K -$4.1K -126 -4%
Bank of America
19
Bank of America
North Carolina
$61K -$113K -3,460 -64%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$59K +$585 +18 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K +$9.63K +296 +59%
UBS Group
22
UBS Group
Switzerland
$24K +$24.1K +742 New
LAS
23
Lloyd Advisory Services
Georgia
-$36K -1,099 Closed