IShares MSCI Ownership
| MTUM Etf | USD 219.13 0.76 0.35% |
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 Citibank, N.A.. The fund has 129 constituents with avarage daily trading value of 1 M. The fund charges 0.15 percent management fee with a total expences of 0.15 percent of total asset. The fund created five year return of 12.0%. iShares MSCI USA maintains 99.74% of assets in stocks. This fund last dividend was 0.445 per share. The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. USA Momentum is traded on BATS Exchange in the United States. To find out more about iShares MSCI USA contact the company at NA.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.
Investment Allocations (%)
Top Etf Constituents
| SO | Southern Company | Stock | |
| PG | Procter Gamble | Stock | |
| ABBV | AbbVie Inc | Stock | |
| MA | Mastercard | Stock | |
| LLY | Eli Lilly and | Stock | |
| WFC | Wells Fargo | Stock | |
| AMAT | Applied Materials | Stock | |
| MRK | Merck Company | Stock | |
| DHR | Danaher | Stock | |
| CHTR | Charter Communications | Stock | |
| PYPL | PayPal Holdings | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| SBUX | Starbucks | Stock | |
| C | Citigroup | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MCD | McDonalds | Stock | |
| INTC | Intel | Stock | |
| BA | The Boeing | Stock | |
| T | ATT Inc | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| COST | Costco Wholesale Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| CVX | Chevron Corp | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| AAPL | Apple Inc | Stock | |
| HD | Home Depot | Stock | |
| AMZN | Amazon Inc | Stock | |
| ABT | Abbott Laboratories | Stock | |
| CMCSA | Comcast Corp | Stock |
Institutional Etf Holders for IShares MSCI
| SRGIX | Stringer Growth Fund | Mutual Fund | |
| SRGCX | Stringer Growth Fund | Mutual Fund | |
| NFDIX | Newfound Risk Managed | Mutual Fund | |
| SRGAX | Stringer Growth Fund | Mutual Fund | |
| HASIX | Horizon Active Asset | Mutual Fund | |
| XMTM | iShares MSCI USA | Etf | |
| AAANX | Horizon Active Asset | Mutual Fund | |
| NAVCX | Navigator Equity Hedged | Mutual Fund | |
| HASAX | Horizon Active Asset | Mutual Fund | |
| NAVAX | Navigator Equity Hedged | Mutual Fund | |
| NAVIX | Navigator Equity Hedged | Mutual Fund | |
| DWUS | AdvisorShares Dorsey Wright | Etf | |
| DWTTX | Arrow Dwa Tactical | Mutual Fund | |
| DWTNX | Arrow Dwa Tactical | Mutual Fund | |
| DWTFX | Arrow Dwa Tactical | Mutual Fund | |
| BCAPX | Blackrock Aggressive Prprd | Mutual Fund | |
| BRAPX | Blackrock Aggressive Gwthprprdptfinvstrr | Mutual Fund | |
| BKAPX | Blackrock 8020 Target | Mutual Fund | |
| BIAPX | Blackrock Aggrssvgwthprprdptfinstttnlshs | Mutual Fund | |
| BAAPX | Blackrock Aggressive Gwthprprdptfinvstra | Mutual Fund | |
| DWAT | Arrow DWA Tactical | Etf | |
| ARANX | Horizon Active Risk | Mutual Fund | |
| ARAAX | Horizon Active Risk | 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 USA 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 USA 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 | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in iShares MSCI USA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of iShares MSCI USA 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.