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iShares Currency Hedged MSCI ACWI ex US ETF

37 hedge funds and large institutions have $167M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

32% more funds holding

Funds holding: 2837 (+9)

11% more capital invested

Capital invested by funds: $150M → $167M (+$17M)

3.28% more ownership

Funds ownership: 70.44%73.71% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
16
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$55.3M +$377K +11,876 +0.7%
CCM
2
Coldstream Capital Management
Washington
$18.6M -$956K -30,069 -5%
AWM
3
AE Wealth Management
Kansas
$16.1M +$850K +26,743 +6%
SC
4
Scotia Capital
Ontario, Canada
$14.5M -$403K -12,691 -3%
PCIG
5
Partners Capital Investment Group
Massachusetts
$12.1M +$11.9M +373,570 New
WGCA
6
Wolf Group Capital Advisors
Virginia
$11.6M +$302K +9,514 +3%
PCIA
7
Prime Capital Investment Advisors
Kansas
$9.94M -$1.54M -48,316 -14%
LPL Financial
8
LPL Financial
California
$9.7M +$104K +3,283 +1%
Mariner
9
Mariner
Kansas
$5.45M +$160K +5,038 +3%
ARG
10
Advisory Resource Group
Oklahoma
$4.73M +$290K +9,124 +7%
SS
11
Sunbelt Securities
Texas
$1.48M +$120K +3,790 +9%
Bank of America
12
Bank of America
North Carolina
$1.34M +$52.7K +1,658 +4%
AAS
13
Ameritas Advisory Services
Nebraska
$1.11M +$1.1M +34,462 New
NA
14
NewEdge Advisors
Louisiana
$625K +$78.4K +2,467 +15%
Osaic Holdings
15
Osaic Holdings
Arizona
$589K -$32.2K -1,014 -5%
EH
16
Equitable Holdings
New York
$521K +$512K +16,121 New
AAS
17
Avantax Advisory Services
Texas
$494K +$486K +15,291 New
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$459K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$441K +$434K +13,657 New
RJT
20
Raymond James Trust
Florida
$391K -$6.04K -190 -2%
SPIA
21
Steward Partners Investment Advisory
New York
$373K -$20.8K -653 -5%
PAG
22
Private Advisor Group
New Jersey
$288K -$3.37K -106 -1%
CWA
23
Centennial Wealth Advisory
Michigan
$274K +$18.6K +585 +7%
WMWM
24
Whitaker-Myers Wealth Managers
Ohio
$274K +$58.3K +1,835 +28%
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$203K +$200K +6,302 New