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iShares Currency Hedged MSCI ACWI ex US ETF

26 hedge funds and large institutions have $132M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $114M → $132M (+$17.9M)

6.77% more ownership

Funds ownership: 68.84%75.61% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less funds holding

Funds holding: 3026 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$47.5M -$76.8K -2,749 -0.2%
CCM
2
Coldstream Capital Management
Washington
$19.9M -$1.37M -49,151 -7%
PCIG
3
Partners Capital Investment Group
Massachusetts
$10.8M +$10.6M +378,849 New
SC
4
Scotia Capital
Ontario, Canada
$10.1M +$207K +7,403 +2%
WGCA
5
Wolf Group Capital Advisors
Virginia
$9.67M -$130K -4,670 -1%
AWM
6
AE Wealth Management
Kansas
$9.55M +$1.92M +68,817 +26%
PCIA
7
Prime Capital Investment Advisors
Kansas
$7.28M +$456K +16,317 +7%
LPL Financial
8
LPL Financial
California
$4.28M +$2.93M +104,927 +231%
Mariner
9
Mariner
Kansas
$3.73M +$488K +17,466 +15%
ARG
10
Advisory Resource Group
Oklahoma
$3.15M +$143K +5,120 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.68M +$211K +7,573 +15%
WMWM
12
Whitaker-Myers Wealth Managers
Ohio
$926K -$231K -8,283 -20%
Bank of America
13
Bank of America
North Carolina
$787K +$400K +14,309 +107%
FTUS
14
Flow Traders U.S.
New York
$451K +$80.6K +2,887 +22%
CG
15
Colony Group
Massachusetts
$412K
SPIA
16
Steward Partners Investment Advisory
New York
$391K
RJT
17
Raymond James Trust
Florida
$382K -$20.1K -718 -5%
NA
18
NewEdge Advisors
Louisiana
$311K +$7.12K +255 +2%
PAG
19
Private Advisor Group
New Jersey
$292K +$1.42K +51 +0.5%
SS
20
Sunbelt Securities
Texas
$274K +$159K +5,700 +146%
CWA
21
Centennial Wealth Advisory
Michigan
$217K +$5.45K +195 +3%
Wells Fargo
22
Wells Fargo
California
$62.4K +$61.2K +2,192 New
BWL
23
Bogart Wealth LLC
Virginia
$39.2K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27K -$126K -4,499 -83%
GRP
25
Global Retirement Partners
California
$6.38K