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iShares Currency Hedged MSCI ACWI ex US ETF

28 hedge funds and large institutions have $150M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $143M → $150M (+$6.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.75% less ownership

Funds ownership: 76.19%70.44% (-5.8%)

15% less funds holding

Funds holding: 3328 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$53.4M +$861K +28,850 +2%
CCM
2
Coldstream Capital Management
Washington
$19.1M -$1.15M -38,372 -6%
AWM
3
AE Wealth Management
Kansas
$14.8M -$8.09K -271 -0.1%
SC
4
Scotia Capital
Ontario, Canada
$14.5M +$2.74M +91,892 +25%
PCIA
5
Prime Capital Investment Advisors
Kansas
$11.2M +$3.08M +103,079 +41%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.99M
LPL Financial
7
LPL Financial
California
$9.34M +$1.7M +56,814 +24%
Mariner
8
Mariner
Kansas
$5.14M +$312K +10,446 +7%
ARG
9
Advisory Resource Group
Oklahoma
$4.32M +$482K +16,137 +13%
SS
10
Sunbelt Securities
Texas
$1.32M +$194K +6,495 +18%
Bank of America
11
Bank of America
North Carolina
$1.25M +$64.5K +2,162 +6%
Jane Street
12
Jane Street
New York
$1.11M +$147K +4,922 +16%
OMC
13
Old Mission Capital
Illinois
$926K +$880K +29,480 New
Citadel Advisors
14
Citadel Advisors
Florida
$620K +$589K +19,737 New
Osaic Holdings
15
Osaic Holdings
Arizona
$605K -$407K -13,637 -41%
NA
16
NewEdge Advisors
Louisiana
$530K +$129K +4,334 +35%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$447K
RJT
18
Raymond James Trust
Florida
$386K -$34K -1,139 -8%
SPIA
19
Steward Partners Investment Advisory
New York
$383K
PAG
20
Private Advisor Group
New Jersey
$283K -$4.12K -138 -2%
CWA
21
Centennial Wealth Advisory
Michigan
$248K -$14.3K -479 -6%
WMWM
22
Whitaker-Myers Wealth Managers
Ohio
$209K -$45.2K -1,513 -19%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.6K +$25.3K +848 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26K +$1.85K +62 +8%
SFA
25
Semmax Financial Advisors
North Carolina
$5.32K