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iShares Currency Hedged MSCI ACWI ex US ETF

39 hedge funds and large institutions have $157M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

5% more funds holding

Funds holding: 3739 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.41% less ownership

Funds ownership: 73.71%71.3% (-2.4%)

6% less capital invested

Capital invested by funds: $167M → $157M (-$10.5M)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$57.6M +$1.09M +34,030 +2%
CCM
2
Coldstream Capital Management
Washington
$18.8M -$188K -5,877 -1%
SC
3
Scotia Capital
Ontario, Canada
$14.9M +$138K +4,314 +1%
PCIG
4
Partners Capital Investment Group
Massachusetts
$12.7M +$383K +12,008 +3%
LPL Financial
5
LPL Financial
California
$10.6M +$630K +19,738 +7%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.99M -$304K -9,514 -3%
PCIA
7
Prime Capital Investment Advisors
Kansas
$9.99M -$153K -4,780 -2%
Mariner
8
Mariner
Kansas
$5.75M +$180K +5,645 +3%
ARG
9
Advisory Resource Group
Oklahoma
$4.96M +$126K +3,964 +3%
AAS
10
Ameritas Advisory Services
Nebraska
$2.1M +$933K +29,233 +85%
EH
11
Equitable Holdings
New York
$1.11M +$561K +17,582 +109%
Bank of America
12
Bank of America
North Carolina
$915K -$436K -13,678 -33%
Jane Street
13
Jane Street
New York
$914K +$885K +27,723 New
AWM
14
AE Wealth Management
Kansas
$779K -$15.1M -473,788 -95%
NA
15
NewEdge Advisors
Louisiana
$743K +$101K +3,178 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$609K +$6.89K +216 +1%
AAS
17
Avantax Advisory Services
Texas
$522K +$17.3K +542 +4%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$469K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$459K +$8.04K +252 +2%
RJT
20
Raymond James Trust
Florida
$399K
SPIA
21
Steward Partners Investment Advisory
New York
$360K -$20.2K -634 -5%
CIA
22
Concurrent Investment Advisors
Florida
$344K +$333K +10,434 New
PAG
23
Private Advisor Group
New Jersey
$301K +$6.96K +218 +2%
WMWM
24
Whitaker-Myers Wealth Managers
Ohio
$279K -$957 -30 -0.4%
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$208K