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iShares Core MSCI International Developed Markets ETF

280 hedge funds and large institutions have $7.19B invested in iShares Core MSCI International Developed Markets ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 21

49% more capital invested

Capital invested by funds: $4.82B → $7.19B (+$2.37B)

46% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 68

24% more funds holding

Funds holding: 225280 (+55)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

1.98% more ownership

Funds ownership: 73.58%75.56% (+2%)

Holders
280
Holders Change
+55
Holders Change %
+24.44%
% of All Funds
4.5%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
81
Increased
99
Reduced
68
Closed
21
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
226
Wescott Financial Advisory Group
Pennsylvania
$232K +$223K +4,152 New
SW
227
Simplicity Wealth
New Jersey
$232K +$223K +4,142 New
FWP
228
FAS Wealth Partners
Kansas
$229K +$1.29K +24 +0.6%
JIC
229
Joel Isaacson & Co
New York
$228K +$219K +4,068 New
AWM
230
Accurate Wealth Management
Florida
$225K +$207K +3,852 New
CFA
231
Capstone Financial Advisors
Illinois
$224K +$215K +4,006 New
WP
232
WealthPLAN Partners
Nebraska
$219K +$194K +3,605 New
WIM
233
WealthPlan Investment Management
Nebraska
$219K -$12.5K -232 -6%
B
234
Bensler
Washington
$219K -$29.6K -551 -12%
BAM
235
Belpointe Asset Management
Nevada
$205K +$197K +3,669 New
SWM
236
Spire Wealth Management
Virginia
$205K +$78K +1,451 +66%
FOA
237
Five Oceans Advisors
California
$204K +$196K +3,648 New
VA
238
Valmark Advisers
Ohio
$203K +$194K +3,618 New
FCA
239
Fortis Capital Advisors
Kansas
$202K +$193K +3,600 New
BAAM
240
Baker Avenue Asset Management
California
$190K +$182K +3,386 New
HNB
241
Huntington National Bank
Ohio
$182K
MWM
242
Mascoma Wealth Management
New Hampshire
$181K -$39.5K -735 -18%
CAL
243
Capital Advisors Ltd
Ohio
$153K
NA
244
NewEdge Advisors
Louisiana
$132K +$127K +2,360 New
RFA
245
Resurgent Financial Advisors
Georgia
$124K +$119K +2,223 New
GRP
246
Global Retirement Partners
California
$101K -$233K -4,344 -71%
CAS
247
Coppell Advisory Solutions
Texas
$98.9K +$94.9K +1,767 New
CASC
248
Coppell Advisory Solutions Corp
Texas
$98.9K +$94.9K +1,767 New
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$89.7K +$86.1K +1,602 New
HWA
250
HHM Wealth Advisors
Tennessee
$88.7K +$85.2K +1,585 New