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iShares Core MSCI International Developed Markets ETF

432 hedge funds and large institutions have $10.9B invested in iShares Core MSCI International Developed Markets ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 217 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

103% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 107

8% more funds holding

Funds holding: 399432 (+33)

6% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$600M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.58% more ownership

Funds ownership: 77.76%79.34% (+1.6%)

Holders
432
Holders Change
+33
Holders Change %
+8.27%
% of All Funds
6.24%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.69%
New
52
Increased
217
Reduced
107
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
101
Squire Investment Management Company
Utah
$7.08M +$1.29M +19,463 +22%
PPWP
102
Premier Path Wealth Partners
New Jersey
$6.99M +$249K +3,739 +4%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$6.94M +$234K +3,511 +3%
LWM
104
Lakeridge Wealth Management
Ohio
$6.89M +$230K +3,456 +3%
AF
105
Allworth Financial
California
$6.84M -$276K -4,146 -4%
RPCA
106
Running Point Capital Advisors
California
$6.72M +$289K +4,342 +4%
VC
107
Veery Capital
Delaware
$6.6M +$1.16M +17,367 +21%
SW
108
Simplicity Wealth
New Jersey
$6.58M +$1.31M +19,622 +24%
HIG
109
Heritage Investment Group
Florida
$6.25M +$696K +10,456 +12%
WPC
110
Wedmont Private Capital
Pennsylvania
$6.11M +$68.7K +1,033 +1%
RCA
111
Resonant Capital Advisors
Wisconsin
$5.88M +$354K +5,325 +6%
KV
112
Kickstand Ventures
New York
$5.74M -$2.46M -36,946 -30%
FWP
113
Family Wealth Partners
North Carolina
$5.74M +$759K +11,414 +15%
AAS
114
Avantax Advisory Services
Texas
$5.73M +$103K +1,551 +2%
RWI
115
Red Wave Investments
Pennsylvania
$5.29M -$114K -1,718 -2%
HSWS
116
Higgins & Schmidt Wealth Strategies
Colorado
$5.17M -$42.7K -642 -0.8%
PWM
117
Perigon Wealth Management
California
$5.01M +$367K +5,511 +8%
O3W
118
Omni 360 Wealth
New Jersey
$4.92M +$615K +9,250 +14%
FCI
119
Financial Counselors Inc
Kansas
$4.83M -$3.33K -50 -0.1%
PAG
120
Private Advisor Group
New Jersey
$4.78M +$990K +14,877 +26%
MA
121
MBA Advisors
Pennsylvania
$4.72M +$73.2K +1,100 +2%
CFIA
122
Cantor Fitzgerald Investment Advisors
New York
$4.46M -$233K -3,502 -5%
Cerity Partners
123
Cerity Partners
New York
$4.41M
GIA
124
Gladstone Institutional Advisory
Florida
$4.17M +$91.3K +1,372 +2%
EWA
125
Elevate Wealth Advisory
Georgia
$4.15M +$481K +7,224 +13%