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iShares Core MSCI Pacific ETF

102 hedge funds and large institutions have $650M invested in iShares Core MSCI Pacific ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

0.25% less ownership

Funds ownership: 76.43%76.18% (-0.25%)

13% less funds holding

Funds holding: 117102 (-15)

22% less capital invested

Capital invested by funds: $835M → $650M (-$186M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
102
Holders Change
-15
Holders Change %
-12.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
17
Increased
40
Reduced
33
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$49K +$8.23K +153 +17%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$48K -$10.2K -189 -15%
WQ
78
Wealth Quarterback
New Jersey
$45.9K
SFS
79
Sowell Financial Services
Arkansas
$41K -$1.83K -34 -4%
OPS
80
Orion Portfolio Solutions
Nebraska
$41K +$47.9K +891 New
AIS
81
Accurate Investment Solutions
Pennsylvania
$40K +$45.8K +851 +10,638%
LFG
82
LifePlan Financial Group
Ohio
$35K
WP
83
WealthShield Partners
North Carolina
$33K +$7.15K +133 +23%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$30K
PO
85
Private Ocean
California
$24K +$28.3K +527 New
SPIA
86
Steward Partners Investment Advisory
New York
$23K +$26.9K +501 New
SFSG
87
Stearns Financial Services Group
North Carolina
$22K +$26K +483 New
CWAF
88
Core Wealth Advisors (Florida)
Florida
$21K
GWM
89
Geneos Wealth Management
Colorado
$17K
Citigroup
90
Citigroup
New York
$17K +$161 +3 +0.8%
LS
91
Leelyn Smith
Illinois
$17K +$20.1K +373 New
AIC
92
Ameritas Investment Company
Nebraska
$16K
William Blair & Company
93
William Blair & Company
Illinois
$15K -$17.5K -325 -50%
NFG
94
Next Financial Group
Texas
$12K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$7K +$161 +3 +2%
EWM
96
EPG Wealth Management
Georgia
$5K -$1.72K -32 -23%
JWBC
97
John W. Brooker & Co
California
$4K
AA
98
Ancora Advisors
Ohio
$3K
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.77K +70 New
APA
100
American Portfolios Advisors
New York
$1.39K