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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
Bank of America
1
Bank of America
North Carolina
$2.27B +$67.8M +1,053,380 +3%
Creative Planning
2
Creative Planning
Kansas
$1.19B -$25.1M -390,095 -2%
BlackRock
3
BlackRock
New York
$1.18B -$147M -2,278,153 -12%
Morgan Stanley
4
Morgan Stanley
New York
$603M -$535M -8,315,127 -48%
BOF
5
Bank of Finland
Finland
$484M
SEI Investments
6
SEI Investments
Pennsylvania
$450M +$65.5M +1,018,240 +18%
Citigroup
7
Citigroup
New York
$270M -$712K -11,062 -0.3%
AOI
8
Auto-Owners Insurance
Michigan
$162M
Bessemer Group
9
Bessemer Group
New Jersey
$144M +$133M +2,071,846 +2,953%
BSW
10
Buckingham Strategic Wealth
Missouri
$139M +$24.1M +374,099 +22%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$124M +$29.4M +456,262 +33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$105M -$2.36M -36,722 -2%
AssetMark Inc
13
AssetMark Inc
California
$105M +$2.8M +43,547 +3%
DIA
14
Davidson Investment Advisors
Montana
$95.9M +$12.4M +192,568 +16%
ACA
15
Aptus Capital Advisors
Alabama
$95.4M +$24.3M +378,045 +36%
MA
16
MCF Advisors
Kentucky
$94M +$911K +14,154 +1%
SWP
17
Stratos Wealth Partners
Ohio
$91.2M +$677K +10,522 +0.8%
TFM
18
TFC Financial Management
Massachusetts
$90.8M +$23.3M +361,305 +36%
UBS Group
19
UBS Group
Switzerland
$89.2M +$332K +5,165 +0.4%
AWM
20
Axxcess Wealth Management
California
$84.8M -$2.34M -36,423 -3%
CAAS
21
Capital Asset Advisory Services
Michigan
$83.8M -$2.62M -40,683 -3%
SAG
22
SageView Advisory Group
California
$79.3M +$101M +1,571,022 +9,538%
JP Morgan Chase
23
JP Morgan Chase
New York
$78.9M +$16.7M +259,349 +28%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$75M +$1.65M +25,599 +2%
NPT
25
Nixon Peabody Trust
Massachusetts
$69.4M +$66.5M +1,033,823 New