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iShares Currency Hedged MSCI ACWI ex US ETF

44 hedge funds and large institutions have $157M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

13% more funds holding

Funds holding: 3944 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $157M → $157M (-$41.3K)

2.93% less ownership

Funds ownership: 71.3%68.37% (-2.9%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$56.4M +$163K +4,958 +0.3%
CCM
2
Coldstream Capital Management
Washington
$18.3M -$102K -3,093 -0.5%
SC
3
Scotia Capital
Ontario, Canada
$15.4M +$888K +27,016 +6%
LPL Financial
4
LPL Financial
California
$13.4M +$3.19M +97,085 +30%
WGCA
5
Wolf Group Capital Advisors
Virginia
$9.99M
PCIA
6
Prime Capital Investment Advisors
Kansas
$9.47M -$292K -8,872 -3%
Mariner
7
Mariner
Kansas
$5.73M +$117K +3,574 +2%
ARG
8
Advisory Resource Group
Oklahoma
$5.11M +$269K +8,196 +5%
EF
9
Empowered Funds
Pennsylvania
$4.51M +$4.6M +139,921 New
AAS
10
Ameritas Advisory Services
Nebraska
$3.03M +$995K +30,282 +48%
Bank of America
11
Bank of America
North Carolina
$2.18M +$1.31M +39,911 +144%
Raymond James Financial
12
Raymond James Financial
Florida
$2.1M +$2.15M +65,310 New
IAA
13
Independent Advisor Alliance
North Carolina
$1.69M +$1.73M +52,548 New
EH
14
Equitable Holdings
New York
$1.43M +$351K +10,670 +32%
PAS
15
PKS Advisory Services
New York
$888K +$906K +27,575 New
NA
16
NewEdge Advisors
Louisiana
$732K +$6.94K +211 +0.9%
CIA
17
Concurrent Investment Advisors
Florida
$676K +$347K +10,541 +101%
AWM
18
AE Wealth Management
Kansas
$642K -$122K -3,725 -16%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$567K +$579K +17,609 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$544K +$349K +10,604 +169%
AAS
21
Avantax Advisory Services
Texas
$494K -$16.3K -495 -3%
APSPRSPT
22
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$461K +$470K +14,300 New
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$446K -$12K -364 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$380K -$219K -6,654 -36%
SPIA
25
Steward Partners Investment Advisory
New York
$315K -$37.5K -1,141 -10%