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iShares Currency Hedged MSCI ACWI ex US ETF

28 hedge funds and large institutions have $102M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $82.4M → $102M (+$19.9M)

17% more funds holding

Funds holding: 2428 (+4)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.28% less ownership

Funds ownership: 68.66%68.37% (-0.28%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
8
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$40.9M -$246K -8,878 -0.6%
CCM
2
Coldstream Capital Management
Washington
$22.1M +$23.9M +865,134 New
WGCA
3
Wolf Group Capital Advisors
Virginia
$9.22M +$10M +361,382 New
SC
4
Scotia Capital
Ontario, Canada
$9.07M +$969K +35,020 +11%
PCIA
5
Prime Capital Investment Advisors
Kansas
$6.15M +$366K +13,207 +6%
AWM
6
AE Wealth Management
Kansas
$5.37M -$282K -10,179 -5%
FTUS
7
Flow Traders U.S.
New York
$2.4M +$1.76M +63,723 +211%
WMWM
8
Whitaker-Myers Wealth Managers
Ohio
$1.73M +$1.87M +67,710 New
Osaic Holdings
9
Osaic Holdings
Arizona
$989K +$509K +18,401 +91%
Mariner
10
Mariner
Kansas
$675K +$732K +26,458 New
LPL Financial
11
LPL Financial
California
$662K -$1.44M -51,857 -67%
Citadel Advisors
12
Citadel Advisors
Florida
$567K +$361K +13,026 +142%
Jane Street
13
Jane Street
New York
$459K +$126K +4,565 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$401K +$411K +14,864 +1,765%
CG
15
Colony Group
Massachusetts
$385K -$9K -325 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$365K
RJT
17
Raymond James Trust
Florida
$361K +$391K +14,141 New
Bank of America
18
Bank of America
North Carolina
$341K -$84.9K -3,067 -19%
UBS Group
19
UBS Group
Switzerland
$71.1K -$23.1K -834 -23%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$56K +$7.81K +282 +15%
BWL
21
Bogart Wealth LLC
Virginia
$27.3K +$29.6K +1,068 New
ASN
22
Advisory Services Network
Georgia
$20.9K +$22.6K +818 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.1K +$11.9K +429 New
GRP
24
Global Retirement Partners
California
$5.71K
BAM
25
Belpointe Asset Management
Nevada
$2.37K +$2.57K +93 New