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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 %
BHIA
326
Birch Hill Investment Advisors
Massachusetts
$216K – – –
MA
327
MAS Advisors
Florida
$215K +$215K +3,856 New
AIP
328
ARS Investment Partners
New York
$212K +$6.38K +115 +3%
CPWMP
329
Cardinal Point Wealth Management Partners
California
$208K +$208K +3,732 New
AIA
330
Angeles Investment Advisors
California
$200K +$200K +3,600 New
MBFW
331
Morton Brown Family Wealth
Pennsylvania
$194K +$194K +3,475 New
NFG
332
Next Financial Group
Texas
$183K +$77.3K +1,390 +73%
CHC
333
City Holding Co
West Virginia
$181K +$17.1K +325 +10%
CIA
334
Choate Investment Advisors
Massachusetts
$167K -$195K -3,500 -54%
OA
335
Operose Advisors
Wisconsin
$140K +$140K +2,522 New
MCC
336
Money Concepts Capital
Florida
$138K +$138K +2,475 New
LWA
337
Lowe Wealth Advisors
Maryland
$134K – – –
TWC
338
TD Waterhouse Canada
Ontario, Canada
$131K +$131K +2,286 New
FA
339
Faithward Advisors
Pennsylvania
$112K – – –
LWA
340
Lenox Wealth Advisors
New York
$105K – – –
FAG
341
Fortitude Advisory Group
Washington
$97K +$97K +1,749 New
TF
342
TimeScale Financial
Massachusetts
$88K – – –
GWM
343
Guardian Wealth Management
Illinois
$87K +$87K +1,571 New
HFS
344
Hantz Financial Services
Michigan
$86K +$1.27K +23 +2%
CA
345
CoreCap Advisors
Michigan
$73K +$73K +1,306 New
TPCW
346
TD Private Client Wealth
New York
$69.6K +$4.62K +83 +7%
WBC
347
West Branch Capital
Massachusetts
$64K – – –
FFA
348
Founders Financial Alliance
North Carolina
$63K +$939 +17 +2%
RWA
349
RGT Wealth Advisors
Texas
$54K +$54K +979 New
M
350
MOTCO
Texas
$53K -$22K -394 -29%
12 13
14
15 16