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iShares Core MSCI International Developed Markets ETF

280 hedge funds and large institutions have $7.19B invested in iShares Core MSCI International Developed Markets ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 99 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 21

49% more capital invested

Capital invested by funds: $4.82B → $7.19B (+$2.37B)

46% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 68

24% more funds holding

Funds holding: 225280 (+55)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

1.98% more ownership

Funds ownership: 73.58%75.56% (+2%)

Holders
280
Holders Change
+55
Holders Change %
+24.44%
% of All Funds
4.5%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
81
Increased
99
Reduced
68
Closed
21
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.44B +$256M +4,759,502 +23%
Creative Planning
2
Creative Planning
Kansas
$1.17B +$322M +5,989,204 +40%
Bank of America
3
Bank of America
North Carolina
$566M +$104M +1,936,231 +24%
AWA
4
Arete Wealth Advisors
Illinois
$509M +$173K +3,212 +55%
BOF
5
Bank of Finland
Finland
$487M +$2.74M +51,000 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$428M +$45.3M +842,643 +12%
SEI Investments
7
SEI Investments
Pennsylvania
$219M +$210M +3,906,565 New
AOI
8
Auto-Owners Insurance
Michigan
$135M +$130M +2,412,000 New
Citigroup
9
Citigroup
New York
$123M +$352K +6,545 +0.3%
CAAS
10
Capital Asset Advisory Services
Michigan
$102M -$2.13M -39,632 -2%
GSIS
11
Global Strategic Investment Solutions
Arizona
$91.9M -$75.8M -1,410,239 -46%
SWP
12
Stratos Wealth Partners
Ohio
$82.4M -$7.3M -135,946 -8%
AssetMark Inc
13
AssetMark Inc
California
$77.5M +$3.46M +64,367 +5%
MA
14
MCF Advisors
Kentucky
$70.3M +$2.27M +42,242 +3%
AWM
15
AE Wealth Management
Kansas
$67.7M +$64.7M +1,204,757 +26,071%
UBS Group
16
UBS Group
Switzerland
$65.7M -$11.4M -211,443 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$61.1M +$9.81M +182,585 +20%
ACA
18
Aptus Capital Advisors
Alabama
$56.7M +$54.2M +1,008,879 +27,120%
TFM
19
TFC Financial Management
Massachusetts
$54.6M -$2.88M -53,535 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$49.3M -$85.2M -1,586,354 -64%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$46.4M -$859K -15,986 -2%
DIA
22
Davidson Investment Advisors
Montana
$45.5M +$1.58M +29,366 +4%
RCG
23
Rock Creek Group
District of Columbia
$43.3M -$627K -11,664 -1%
Mariner
24
Mariner
Kansas
$42.4M +$30.8M +572,605 +309%
CGL
25
Clarius Group LLC
Washington
$41.6M +$4.33M +80,631 +12%