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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

348 hedge funds and large institutions have $3.03B invested in iShares MSCI ACWI ex US ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.38%
New
34
Increased
135
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$43.6M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$41.1M
3
Fidelity International
3
Fidelity International
Bermuda
$35.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$262M
5
Bank of America
5
Bank of America
North Carolina
$232M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$226M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$5.18M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
251
First National Bank of Hutchinson
Kansas
$298K +$298K +5,183 New
WWM
252
Windsor Wealth Management
Indiana
$296K – – –
FRA
253
Frank Rimerman Advisors
California
$291K – – –
RC
254
Roundview Capital
New Jersey
$290K – – –
FBFS
255
First Business Financial Services
Wisconsin
$287K – – –
SFS
256
Summit Financial Strategies
Ohio
$287K +$287K +4,989 New
CCT
257
Country Club Trust
Missouri
$286K +$65.9K +1,140 +30%
GGS
258
Galvin Gaustad & Stein
Arizona
$285K – – –
BCI
259
Brinker Capital Investments
Pennsylvania
$285K – – –
MWM
260
Mascoma Wealth Management
New Hampshire
$281K +$7.19K +125 +3%
SEI Investments
261
SEI Investments
Pennsylvania
$281K +$53.3K +927 +23%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$273K – – –
WANY
263
Wealthspire Advisors (New York)
New York
$271K – – –
BAM
264
Belpointe Asset Management
Nevada
$269K +$46.1K +800 +21%
TC
265
Telemus Capital
Michigan
$265K -$4.32K -75 -2%
MA
266
Montag & Associates
Georgia
$259K – – –
NPF
267
Norris Perne & French
Michigan
$254K – – –
NC
268
NovaPoint Capital
Georgia
$253K – – –
BWM
269
Brickley Wealth Management
California
$249K – – –
WPW
270
Waldron Private Wealth
Pennsylvania
$247K +$14.5K +253 +6%
FC
271
Financial Consulate
Maryland
$240K +$1.78K +31 +0.7%
VFA
272
Valeo Financial Advisors
Indiana
$240K +$40.7K +707 +20%
IAA
273
Independent Advisor Alliance
North Carolina
$239K +$239K +4,158 New
FCI
274
Financial Counselors Inc
Kansas
$238K -$1.44K -25 -0.6%
TP
275
Truvvo Partners
New York
$237K +$237K +4,132 New
9 10
11
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