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iShares Currency Hedged MSCI ACWI ex US ETF

30 hedge funds and large institutions have $114M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $102M → $114M (+$11.9M)

7% more funds holding

Funds holding: 2830 (+2)

0.47% more ownership

Funds ownership: 68.37%68.84% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$45.7M +$1.82M +67,390 +4%
CCM
2
Coldstream Capital Management
Washington
$20.5M -$3.19M -117,985 -14%
WGCA
3
Wolf Group Capital Advisors
Virginia
$9.69M -$199K -7,347 -2%
SC
4
Scotia Capital
Ontario, Canada
$9.47M -$260K -9,598 -3%
AWM
5
AE Wealth Management
Kansas
$7.3M +$1.52M +56,015 +27%
PCIA
6
Prime Capital Investment Advisors
Kansas
$6.56M -$38.5K -1,424 -0.6%
Mariner
7
Mariner
Kansas
$3.11M +$2.35M +86,985 +329%
ARG
8
Advisory Resource Group
Oklahoma
$2.89M +$2.85M +105,407 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.41M +$342K +12,629 +33%
Citadel Advisors
10
Citadel Advisors
Florida
$1.27M +$656K +24,242 +109%
LPL Financial
11
LPL Financial
California
$1.24M +$528K +19,522 +75%
WMWM
12
Whitaker-Myers Wealth Managers
Ohio
$1.12M -$728K -26,894 -40%
Jane Street
13
Jane Street
New York
$588K +$93.9K +3,472 +19%
CG
14
Colony Group
Massachusetts
$396K -$16.4K -605 -4%
RJT
15
Raymond James Trust
Florida
$387K
SPIA
16
Steward Partners Investment Advisory
New York
$376K -$15.5K -572 -4%
Bank of America
17
Bank of America
North Carolina
$365K -$433 -16 -0.1%
FTUS
18
Flow Traders U.S.
New York
$355K -$2.19M -81,039 -86%
NA
19
NewEdge Advisors
Louisiana
$294K +$289K +10,680 New
PAG
20
Private Advisor Group
New Jersey
$280K -$7.87K -291 -3%
UBS Group
21
UBS Group
Switzerland
$278K +$199K +7,373 +264%
CWA
22
Centennial Wealth Advisory
Michigan
$204K +$201K +7,436 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$150K -$277K -10,256 -65%
SS
24
Sunbelt Securities
Texas
$107K +$106K +3,914 New
ASN
25
Advisory Services Network
Georgia
$72.3K +$49.4K +1,824 +223%