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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

314 hedge funds and large institutions have $2.45B invested in iShares MSCI ACWI ex US ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+34
Holders Change %
+12.14%
% of All Funds
6.2%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
56
Increased
112
Reduced
89
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$261M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
3
FTUS
Flow Traders U.S.
New York
$43.1M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
BlackRock
BlackRock
New York
$115M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$1.45M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$312K – – –
FSC
227
Full Sail Capital
Oklahoma
$306K – – –
PPA
228
Parametric Portfolio Associates
Washington
$303K +$303K +6,169 New
PCS
229
Personal CFO Solutions
New Jersey
$302K – – –
GCM
230
Gables Capital Management
Florida
$300K – – –
CB
231
Community Bank
New York
$295K – – –
MA
232
Montag & Associates
Georgia
$293K +$293K +5,959 New
GFS
233
GYL Financial Synergies
Connecticut
$289K -$10.1K -206 -3%
NPF
234
Norris Perne & French
Michigan
$286K – – –
VWM
235
Valley Wealth Managers
New Jersey
$285K – – –
AIA
236
Avalon Investment & Advisory
Texas
$279K +$9.69K +197 +4%
NC
237
NovaPoint Capital
Georgia
$272K +$272K +5,533 New
TIM
238
Tortoise Investment Management
New York
$268K -$1.47K -30 -0.5%
NAM
239
NorthCoast Asset Management
Connecticut
$267K +$28.6K +582 +12%
SWP
240
Stratos Wealth Partners
Ohio
$265K -$14.4K -292 -5%
CB
241
CNB Bank
Pennsylvania
$264K +$23.7K +481 +10%
UCFA
242
United Capital Financial Advisors
Texas
$257K +$8.01K +163 +3%
BHIA
243
Birch Hill Investment Advisors
Massachusetts
$256K -$83.5K -1,700 -25%
TCA
244
Transcend Capital Advisors
New Jersey
$254K +$254K +5,174 New
RC
245
Roundview Capital
New Jersey
$252K -$5.6K -114 -2%
EWF
246
Epstein & White Financial
California
$251K -$1.14K -23 -0.5%
FBFS
247
First Business Financial Services
Wisconsin
$245K – – –
WPW
248
Waldron Private Wealth
Pennsylvania
$238K +$24.7K +505 +12%
CS
249
Comerica Securities
Michigan
$236K +$236K +4,803 New
William Blair & Company
250
William Blair & Company
Illinois
$234K +$179K +3,644 +327%
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