We are live on ! Find out more
IDEV icon

iShares Core MSCI International Developed Markets ETF

320 hedge funds and large institutions have $8.09B invested in iShares Core MSCI International Developed Markets ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 142 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 87

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more funds holding

Funds holding: 314320 (+6)

0.36% more ownership

Funds ownership: 75.12%75.48% (+0.36%)

2% less capital invested

Capital invested by funds: $8.24B → $8.09B (-$145M)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
5.08%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
32
Increased
142
Reduced
87
Closed
24
Calls
$40K
Puts
Net Calls
+$40K
Net Calls Change
-$59K
Name Holding Trade Value Shares
Change
Change in
Stake
FVCM
151
F&V Capital Management
Florida
$1.25M
TA
152
TFB Advisors
Kansas
$1.23M +$69.5K +1,147 +6%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$1.19M +$1.09M +17,952 +707%
AF
154
Advisornet Financial
Minnesota
$1.19M +$242K +4,000 +24%
FSWA
155
Financial Synergies Wealth Advisors
Texas
$1.18M -$16.7K -276 -1%
KFBMI
156
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.17M
RLWM
157
RF&L Wealth Management
Massachusetts
$1.17M +$90.8K +1,498 +8%
NWMG
158
National Wealth Management Group
Ohio
$1.16M +$17.6K +290 +1%
KC
159
Kingfisher Capital
North Carolina
$1.15M -$38.3K -632 -3%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$1.15M -$3.76K -62 -0.3%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$1.13M -$55K -907 -4%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.12M -$152K -2,502 -12%
DWT
163
Dorsey & Whitney Trust
South Dakota
$1.1M
GM
164
GeoWealth Management
Illinois
$1.05M +$1.09M +18,043 New
VCM
165
Vivaldi Capital Management
Illinois
$1.04M
VP
166
Verum Partners
North Carolina
$1.03M
LIA
167
LifePlan Investment Advisors
North Carolina
$1.03M -$9.21K -152 -0.9%
SAG
168
SageView Advisory Group
California
$967K +$1.82K +30 +0.2%
HCC
169
Hirtle Callaghan & Co
Pennsylvania
$942K
KFG
170
Kingdom Financial Group
Arizona
$935K +$24.6K +406 +3%
AWS
171
Atria Wealth Solutions
New York
$920K +$279K +4,607 +41%
ADL
172
Asset Dedication LLC
California
$904K -$20.5K -338 -2%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$867K +$901K +14,870 New
LWM
174
LJI Wealth Management
Indiana
$815K -$37.5M -619,555 -98%
AWM
175
Angeles Wealth Management
California
$815K