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iShares Core MSCI International Developed Markets ETF

215 hedge funds and large institutions have $4.51B invested in iShares Core MSCI International Developed Markets ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

150% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 38

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

17% more funds holding

Funds holding: 183215 (+32)

10% more capital invested

Capital invested by funds: $4.08B → $4.51B (+$428M)

0.8% more ownership

Funds ownership: 65.9%66.71% (+0.8%)

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
3.31%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
52
Increased
95
Reduced
38
Closed
13
Calls
$34K
Puts
Net Calls
+$34K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$2.74M -$89.2K -1,312 -3%
MPW
77
Monterey Private Wealth
California
$2.71M +$2.73M +40,123 New
PWA
78
Peterson Wealth Advisors
Utah
$2.54M +$44.2K +650 +2%
PIMG
79
Patriot Investment Management Group
Tennessee
$2.41M +$2.43M +35,705 New
SMC
80
Smith, Moore & Co
Missouri
$2.4M
PA
81
Probity Advisors
Texas
$2.35M +$15.7K +231 +0.7%
SIC
82
Sigma Investment Counselors
Michigan
$2.29M -$27.5K -405 -1%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.28M +$72.4K +1,065 +3%
AAS
84
Avantax Advisory Services
Texas
$2.28M +$172K +2,528 +8%
RA
85
Resolute Advisors
California
$2.25M +$37.2K +548 +2%
Truist Financial
86
Truist Financial
North Carolina
$2.13M +$751K +11,056 +54%
LWAC
87
Laurel Wealth Advisors (California)
California
$2.02M +$2.03M +29,838 New
SWA
88
Strategies Wealth Advisors
Michigan
$1.92M +$1.93M +28,388 New
LGWM
89
Litman Gregory Wealth Management
California
$1.88M +$1.89M +27,765 New
KC
90
Kingfisher Capital
North Carolina
$1.87M +$86.8K +1,277 +5%
PAIM
91
Punch & Associates Investment Management
Minnesota
$1.83M +$1.84M +27,152 New
HT
92
Heritage Trust
Oklahoma
$1.74M
FSWA
93
Financial Synergies Wealth Advisors
Texas
$1.74M +$26.9K +396 +2%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$1.68M -$160K -2,359 -9%
FVCM
95
F&V Capital Management
Florida
$1.53M +$78.8K +1,160 +5%
AIA
96
Arbor Investment Advisors
North Carolina
$1.3M +$1.31M +19,300 New
AWM
97
AE Wealth Management
Kansas
$1.2M +$992K +14,605 +463%
CAN
98
Cetera Advisor Networks
California
$1.18M +$214K +3,144 +22%
SPIA
99
Steward Partners Investment Advisory
New York
$1.16M +$406K +5,982 +53%
BWM
100
Birchcreek Wealth Management
Ohio
$1.16M -$27.3K -402 -2%