IShares MSCI Ownership
| CRBN Etf | USD 198.15 1.01 0.51% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares MSCI is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 1092 constituents with avarage daily trading value of 9.2 K. The fund charges 0.2 percent management fee with a total expences of 0.2 percent of total asset. The fund created five year return of 11.0%. iShares MSCI ACWI holds 99.46% of assets under management (AUM) in equities. This fund last dividend was 1.037 per share. The fund generally will invest at least 80 percent of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. ACWI Low is traded on NYSEARCA Exchange in the United States. For more info on iShares MSCI ACWI please contact the company at NA or go to http://www.counselrb.com.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares MSCI , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| AMZN | Amazon Inc | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| TSLA | Tesla Inc | Stock | |
| TCTZF | Tencent Holdings | Pink Sheet | |
| PG | Procter Gamble | Stock | |
| NVDA | NVIDIA | Stock | |
| NSRGF | Nestle SA | Pink Sheet | |
| MSFT | Microsoft | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| JNJ | Johnson Johnson | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| BABA | Alibaba Group Holding | Stock | |
| AAPL | Apple Inc | Stock | |
| PFE | Pfizer Inc | Stock | |
| BAC | Bank of America | Stock | |
| GE | GE Aerospace | Stock | |
| WFC | Wells Fargo | Stock |
Institutional Etf Holders for IShares MSCI
| NIOAX | Neuberger Berman Intl | Mutual Fund | |
| NIORX | Neuberger Berman Intl | Mutual Fund | |
| NIOIX | Neuberger Berman Intl | Mutual Fund | |
| NIOCX | Neuberger Berman Intl | Mutual Fund | |
| RISAX | Rainier International Discovery | Mutual Fund | |
| RAIWX | Manning Napier Rainier | Mutual Fund | |
| RAIRX | Rainier International Discovery | Mutual Fund | |
| RAIIX | Rainier International Discovery | Mutual Fund |
IShares MSCI Outstanding Bonds
IShares MSCI issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares MSCI ACWI uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares MSCI ACWI has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Pair Trading with IShares MSCI
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares MSCI position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares MSCI will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.99 | VT | Vanguard Total World | PairCorr |
| 0.92 | ACWI | iShares MSCI ACWI | PairCorr |
| 0.94 | IOO | iShares Global 100 | PairCorr |
| 0.99 | URTH | iShares MSCI World | PairCorr |
Moving against IShares Etf
| 0.73 | HUM | Humana Inc Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.62 | JNJ | Johnson Johnson Fiscal Year End 28th of January 2025 | PairCorr |
The ability to find closely correlated positions to IShares MSCI could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares MSCI when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares MSCI - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares MSCI ACWI to buy it.
The correlation of IShares MSCI is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares MSCI moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares MSCI ACWI moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares MSCI can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares MSCI ACWI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of iShares MSCI ACWI is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.