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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

456 hedge funds and large institutions have $3.45B invested in iShares MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+35
Holders Change %
+8.31%
% of All Funds
6.68%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
70
Increased
145
Reduced
139
Closed
26
Calls
–
Puts
$35.1M
Net Calls
-$35.1M
Net Calls Change
-$35.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$216M
2
BlackRock
BlackRock
New York
+$41.4M
3
Cerity Partners
Cerity Partners
New York
+$32.4M
4
Bank of America
Bank of America
North Carolina
+$31.7M
5
FMI
Factory Mutual Insurance
Massachusetts
+$27.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$95M
2
Jane Street
Jane Street
New York
-$75.1M
3
OMC
Old Mission Capital
Illinois
-$41.8M
4
Goldman Sachs
Goldman Sachs
New York
-$29.6M
5
Lido Advisors
Lido Advisors
California
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPA
226
High Probability Advisors
New York
$829K -$569K -11,153 -41%
JPG
227
Jordan Park Group
California
$817K +$817K +16,000 New
AIM
228
Allen Investment Management
New York
$813K -$73.1K -1,433 -8%
FCH
229
Freestone Capital Holdings
Washington
$797K +$4.19K +82 +0.5%
EP
230
EPIQ Partners
Minnesota
$784K +$25.7K +503 +3%
PCIG
231
Partners Capital Investment Group
Massachusetts
$783K +$10.8K +211 +1%
UCFA
232
United Capital Financial Advisors
Texas
$756K +$428K +8,389 +131%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$753K +$753K +14,753 New
UB
234
UMB Bank
Missouri
$749K – – –
PA
235
Pinnacle Associates
New York
$735K +$58.7K +1,150 +9%
ERIC
236
Eagle Rock Investment Company
Georgia
$727K – – –
UI
237
Unconventional Investor
New Hampshire
$711K – – –
AC
238
Avestar Capital
New York
$701K +$4.44K +87 +0.6%
AFG
239
ABLE Financial Group
Arizona
$700K – – –
TWC
240
TD Waterhouse Canada
Ontario, Canada
$689K +$96.3K +1,574 +16%
MFG
241
Merit Financial Group
Georgia
$675K -$3.98K -78 -0.6%
OA
242
Operose Advisors
Wisconsin
$671K +$448K +8,768 +201%
BPA
243
Beacon Pointe Advisors
California
$643K +$273K +5,350 +74%
MGWM
244
Marks Group Wealth Management
Minnesota
$640K – – –
ACM
245
Advisors Capital Management
New Jersey
$639K +$639K +12,520 New
SWP
246
Strategic Wealth Partners
Ohio
$603K -$32.7K -641 -5%
OFS
247
Oldfather Financial Services
Nebraska
$602K +$561 +11 +0.1%
HIA
248
Harbor Investment Advisory
Maryland
$599K +$138K +2,700 +30%
FA
249
FDx Advisors
Illinois
$596K +$596K +11,685 New
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$595K +$74K +1,450 +14%
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