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iShares Core MSCI International Developed Markets ETF

125 hedge funds and large institutions have $2.16B invested in iShares Core MSCI International Developed Markets ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

20% more funds holding

Funds holding: 104125 (+21)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $1.9B → $2.16B (+$258M)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

3.32% less ownership

Funds ownership: 69.07%65.75% (-3.3%)

Holders
125
Holders Change
+21
Holders Change %
+20.19%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
28
Increased
42
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Probity Advisors
Texas
$1.93M +$45.2K +838 +2%
PWA
52
Peterson Wealth Advisors
Utah
$1.75M +$3.19K +59 +0.2%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.74M +$1.74M +32,213 New
HA
54
Harborview Advisors
Maine
$1.44M +$103K +1,900 +8%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.35M +$473K +8,764 +54%
LPL Financial
56
LPL Financial
California
$1.27M -$91.5K -1,694 -7%
KC
57
Kingfisher Capital
North Carolina
$1.25M +$51.8K +959 +4%
AAS
58
Avantax Advisory Services
Texas
$1.23M +$448K +8,306 +57%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.15M +$149K +2,760 +15%
FVCM
60
F&V Capital Management
Florida
$1.14M
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.06M
Truist Financial
62
Truist Financial
North Carolina
$1.02M +$1.02M +18,857 New
IWM
63
IHT Wealth Management
Illinois
$926K -$6.75K -125 -0.7%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$921K +$921K +17,064 New
SPIA
65
Steward Partners Investment Advisory
New York
$910K +$32.7K +605 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$829K -$19.4K -359 -2%
PWA
67
Physician Wealth Advisors
Utah
$822K -$8.96K -166 -1%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$815K +$815K +15,096 New
RZH
69
Relyea Zuckerberg Hanson
Connecticut
$781K -$133K -2,455 -15%
VCM
70
Vivaldi Capital Management
Illinois
$771K
SEIA
71
Signature Estate & Investment Advisors
California
$739K -$66.4K -1,230 -8%
CI
72
Cordant Inc
Oregon
$739K -$33.3K -617 -4%
X
73
Xponance
Pennsylvania
$698K +$698K +12,934 New
JP Morgan Chase
74
JP Morgan Chase
New York
$684K +$433K +8,018 +174%
SIC
75
Sigma Investment Counselors
Michigan
$608K -$1.76M -32,555 -74%