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iShares Core MSCI International Developed Markets ETF

399 hedge funds and large institutions have $10.3B invested in iShares Core MSCI International Developed Markets ETF in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 110

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $9.76B → $10.3B (+$489M)

2% more funds holding

Funds holding: 390399 (+9)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

3.48% less ownership

Funds ownership: 81.24%77.76% (-3.5%)

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
5.75%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
45
Increased
172
Reduced
110
Closed
31
Calls
$121K
Puts
Net Calls
+$121K
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$6.87M +$94K +1,461 +1%
LWM
102
Lakeridge Wealth Management
Ohio
$6.81M +$47.8K +743 +0.7%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$6.74M +$764K +11,868 +13%
RPCA
104
Running Point Capital Advisors
California
$6.58M +$805K +12,511 +15%
SG
105
Strid Group
Pennsylvania
$6.03M -$547K -8,496 -9%
SIMC
106
Squire Investment Management Company
Utah
$5.93M +$1.3M +20,228 +30%
WPC
107
Wedmont Private Capital
Pennsylvania
$5.9M
AAS
108
Avantax Advisory Services
Texas
$5.76M +$895K +13,907 +19%
HIG
109
Heritage Investment Group
Florida
$5.69M +$1.04M +16,214 +24%
RCA
110
Resonant Capital Advisors
Wisconsin
$5.65M -$31.1K -483 -0.6%
VC
111
Veery Capital
Delaware
$5.58M +$556K +8,637 +12%
BBNA
112
Bremer Bank National Association
Minnesota
$5.56M +$5.33M +82,834 New
RWI
113
Red Wave Investments
Pennsylvania
$5.52M -$41.8K -649 -0.8%
SW
114
Simplicity Wealth
New Jersey
$5.41M +$4.89M +75,933 +1,610%
HSWS
115
Higgins & Schmidt Wealth Strategies
Colorado
$5.33M +$70.9K +1,101 +1%
FWP
116
Family Wealth Partners
North Carolina
$5.11M +$1.92M +29,771 +64%
FCI
117
Financial Counselors Inc
Kansas
$4.94M
CFIA
118
Cantor Fitzgerald Investment Advisors
New York
$4.79M -$164K -2,550 -3%
PWM
119
Perigon Wealth Management
California
$4.75M +$448K +6,963 +11%
MA
120
MBA Advisors
Pennsylvania
$4.75M +$215K +3,344 +5%
Cerity Partners
121
Cerity Partners
New York
$4.51M -$119K -1,849 -3%
O3W
122
Omni 360 Wealth
New Jersey
$4.41M +$347K +5,389 +9%
IWC
123
Integrated Wealth Concepts
Massachusetts
$4.37M -$147K -2,284 -3%
TW
124
Traveka Wealth
California
$4.2M +$359K +5,571 +10%
GIA
125
Gladstone Institutional Advisory
Florida
$4.17M +$100K +1,558 +3%