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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

399 hedge funds and large institutions have $3.7B invested in iShares MSCI ACWI ex US ETF in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+42
Holders Change %
+11.76%
% of All Funds
6.16%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
66
Increased
145
Reduced
93
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$498M
2
Morgan Stanley
Morgan Stanley
New York
$264M
3
Polen Capital Management
Polen Capital Management
Florida
$32.1M
4
FTUS
Flow Traders U.S.
New York
$30.9M
5
Lazard Asset Management
Lazard Asset Management
New York
$48.4M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
2
Jane Street
Jane Street
New York
$221K
3
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
4
Wells Fargo
Wells Fargo
California
$30.3M
5
Barclays
Barclays
United Kingdom
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
276
Private Advisor Group
New Jersey
$310K -$302K -5,429 -49%
NCM
277
Noesis Capital Mangement
Florida
$306K – – –
TIM
278
Tortoise Investment Management
New York
$302K – – –
BEC
279
Blue Edge Capital
Virginia
$302K +$1.95K +35 +0.6%
RWM
280
Reston Wealth Management
Virginia
$300K +$3.22K +58 +1%
CGA
281
Crescent Grove Advisors
Illinois
$298K – – –
SPIA
282
Steward Partners Investment Advisory
New York
$297K +$5.84K +105 +2%
FCBT
283
First Citizens Bank & Trust
North Carolina
$290K -$69K -1,243 -19%
SPC
284
Sigma Planning Corp
Michigan
$290K -$3.73K -67 -1%
RBC
285
Roble Belko & Company
Pennsylvania
$290K +$167 +3 +0.1%
JIP
286
Jaffetilchin Investment Partners
Florida
$290K +$4.28K +77 +1%
WWM
287
Windsor Wealth Management
Indiana
$289K – – –
FRA
288
Frank Rimerman Advisors
California
$282K – – –
CCT
289
Country Club Trust
Missouri
$279K +$8.92K +160 +3%
FBFS
290
First Business Financial Services
Wisconsin
$277K – – –
LFAS
291
Level Four Advisory Services
Texas
$277K +$60.3K +1,085 +28%
BCI
292
Brinker Capital Investments
Pennsylvania
$276K – – –
CA
293
Cetera Advisors
Colorado
$274K +$20K +360 +8%
MWM
294
Mascoma Wealth Management
New Hampshire
$272K – – –
CCC
295
Crescent Capital Consulting
Louisiana
$270K -$8.17M -146,820 -97%
BAM
296
Belpointe Asset Management
Nevada
$265K +$5.66K +102 +2%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$265K +$265K +4,761 New
WANY
298
Wealthspire Advisors (New York)
New York
$262K -$105K -1,885 -29%
WPW
299
Waldron Private Wealth
Pennsylvania
$262K +$1.89K +34 +0.7%
AIA
300
Avalon Investment & Advisory
Texas
$259K -$408K -7,326 -61%
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