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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
CAN
76
Cetera Advisor Networks
California
$570K +$81.3K +1,506 +17%
IC
77
Innealta Capital
Texas
$558K +$500K +9,256 New
JMPWA
78
JP Morgan Private Wealth Advisors
California
$515K
OWM
79
Opes Wealth Management
California
$492K -$803K -14,868 -62%
ACP
80
Aveo Capital Partners
Colorado
$491K +$491K +9,101 New
AA
81
Alesco Advisors
New York
$477K
HHGA
82
Halbert Hargrove Global Advisors
California
$459K +$459K +8,506 New
CWA
83
Clarus Wealth Advisors
Arizona
$410K +$1.94K +36 +0.5%
WP
84
WealthSource Partners
California
$407K +$407K +7,540 New
NCM
85
Northwest Capital Management
Oregon
$365K -$7.88K -146 -2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$353K +$350K +6,475 New
US Bancorp
87
US Bancorp
Minnesota
$350K
LFA
88
Legacy Financial Advisors
Kentucky
$348K +$348K +6,446 New
CL
89
Choreo LLC
Illinois
$324K
WP
90
WealthPLAN Partners
Nebraska
$312K
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$257K -$4.43K -82 -2%
CPW
92
Catalyst Private Wealth
California
$246K +$247K +4,567 New
GRP
93
Global Retirement Partners
California
$243K +$49.2K +912 +25%
NNP
94
Nachman Norwood & Parrott
South Carolina
$223K
HC
95
Hamilton Capital
Ohio
$220K -$52.1K -965 -19%
Ameriprise
96
Ameriprise
Minnesota
$212K +$212K +3,930 New
HT
97
Heritage Trust
Oklahoma
$208K +$208K +3,852 New
ACM
98
AlphaStar Capital Management
North Carolina
$200K +$198K +3,665 New
SFS
99
Sowell Financial Services
Arkansas
$199K +$60K +1,111 +43%
AF
100
Allworth Financial
California
$188K -$7.45K -138 -4%