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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

288 hedge funds and large institutions have $1.93B invested in iShares MSCI ACWI ex US ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 65 closing their positions.

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
6.36%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.49%
New
43
Increased
70
Reduced
120
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$95.9M
2
HCM
2
Howland Capital Management
Massachusetts
$50.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$178M
4
FTIOP
4
Fiduciary Trust International of Pennsylvania
Pennsylvania
$29.1M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.7M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$12M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$6.93M
3
FTUS
3
Flow Traders U.S.
New York
$7.94M
4
CG
4
Colony Group
Massachusetts
$4.84M
5
V
5
Veritable
Delaware
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
226
Montag & Associates
Georgia
$224K 5,959 – –
AIA
227
Avalon Investment & Advisory
Texas
$223K 5,932 +258 +5%
TC
228
Telemus Capital
Michigan
$222K 5,301 -11,964 -69%
GFS
229
GYL Financial Synergies
Connecticut
$222K 5,885 – –
AI
230
Ariel Investments
Illinois
$219K 5,804 -17,195 -75%
VWM
231
Valley Wealth Managers
New Jersey
$219K 5,812 – –
NC
232
NovaPoint Capital
Georgia
$208K 5,533 – –
TIM
233
Tortoise Investment Management
New York
$206K 5,460 – –
CB
234
CNB Bank
Pennsylvania
$202K 5,367 – –
BEC
235
Blue Edge Capital
Virginia
$200K 5,318 +5,318 New
BW
236
Bison Wealth
Georgia
$179K 4,749 -1,690 -26%
William Blair & Company
237
William Blair & Company
Illinois
$169K 4,480 -280 -6%
VFA
238
Valeo Financial Advisors
Indiana
$162K 4,196 -3,295 -44%
BAM
239
Belpointe Asset Management
Nevada
$136K 3,600 +200 +6%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$132K 3,500 +3,500 New
PA
241
Procyon Advisors
Connecticut
$130K 3,465 – –
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$120K 3,200 -298 -9%
IA
243
IFP Advisors
Florida
$119K 3,138 -947 -23%
RWG
244
Regal Wealth Group
California
$116K 3,071 – –
Fidelity Investments
245
Fidelity Investments
Massachusetts
$111K 2,965 -15,734 -84%
MA
246
MCF Advisors
Kentucky
$110K 2,910 – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$106K 2,810 -346 -11%
LWA
248
Lowe Wealth Advisors
Maryland
$91K 2,410 +500 +26%
GFPC
249
Global Financial Private Client
Florida
$89.6K 2,499 -8,512 -77%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$88K 2,347 +1,186 +102%
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