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iShares Currency Hedged MSCI ACWI ex US ETF

33 hedge funds and large institutions have $143M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

14% more funds holding

Funds holding: 2933 (+4)

7% more capital invested

Capital invested by funds: $134M → $143M (+$9.48M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.5% less ownership

Funds ownership: 76.69%76.19% (-0.5%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% 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
9
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$48.5M -$242K -8,628 -0.5%
CCM
2
Coldstream Capital Management
Washington
$18.7M +$126K +4,505 +0.7%
AWM
3
AE Wealth Management
Kansas
$13.8M +$1.76M +62,912 +15%
PCIG
4
Partners Capital Investment Group
Massachusetts
$10.7M -$289K -10,303 -3%
SC
5
Scotia Capital
Ontario, Canada
$10.7M -$254K -9,058 -2%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.99M -$195K -6,954 -2%
PCIA
7
Prime Capital Investment Advisors
Kansas
$7.33M +$345K +12,329 +5%
LPL Financial
8
LPL Financial
California
$6.97M +$537K +19,171 +9%
Mariner
9
Mariner
Kansas
$4.44M +$456K +16,276 +12%
ARG
10
Advisory Resource Group
Oklahoma
$3.51M +$118K +4,228 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.13M +$1.1M +39,108 New
MML Investors Services
12
MML Investors Services
Massachusetts
$1.12M +$1.08M +38,579 New
Bank of America
13
Bank of America
North Carolina
$1.09M +$540K +19,268 +105%
SS
14
Sunbelt Securities
Texas
$1.03M +$455K +16,241 +85%
Osaic Holdings
15
Osaic Holdings
Arizona
$954K -$2.37M -84,628 -72%
Jane Street
16
Jane Street
New York
$882K +$185K +6,603 +28%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$412K +$399K +14,226 New
RJT
18
Raymond James Trust
Florida
$389K
NA
19
NewEdge Advisors
Louisiana
$364K +$32.5K +1,160 +10%
SPIA
20
Steward Partners Investment Advisory
New York
$354K -$9.02K -322 -3%
PAG
21
Private Advisor Group
New Jersey
$265K +$336 +12 +0.1%
CWA
22
Centennial Wealth Advisory
Michigan
$243K +$26.9K +960 +13%
WMWM
23
Whitaker-Myers Wealth Managers
Ohio
$237K -$155K -5,527 -40%
ASN
24
Advisory Services Network
Georgia
$157K +$152K +5,425 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22K -$2.94K -105 -12%