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iShares MSCI ACWI ex US ETF
ACWX

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 %
HS
351
Horan Securities
United States
$53K +$53K +960 New
GEA
352
Glen Eagle Advisors
New Jersey
$52.8K – – –
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$11.2K +200 +28%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$50K -$29.3K -529 -37%
RIM
355
Rockbridge Investment Management
New York
$45K – – –
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +813 New
CAL
357
Capital Advisors Ltd
Ohio
$43K – – –
GIA
358
Goodwin Investment Advisory
Georgia
$42K – – –
PCG
359
Private Capital Group
Connecticut
$42K +$618 +11 +1%
LFASL
360
Lugano Financial Advisors SA (LFA)
Switzerland
$40K – – –
TFS
361
TrustCore Financial Services
Tennessee
$33K -$62.3K -1,137 -65%
EVM
362
Eaton Vance Management
Massachusetts
$33K – – –
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$32K – – –
APA
364
American Portfolios Advisors
New York
$29.2K -$2.28K -41 -7%
IBOK
365
Independence Bank of Kentucky
Kentucky
$28K – – –
AA
366
Ancora Advisors
Ohio
$25K – – –
RCM
367
Rain Capital Management
Oregon
$22K +$338 +6 +2%
OC
368
Oakworth Capital
Alabama
$21K – – –
CFG
369
CKW Financial Group
Hawaii
$20K – – –
WWM
370
Wolff Wiese Magana
California
$20K – – –
SIAP
371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K – – –
BWL
372
Bogart Wealth LLC
Virginia
$18K – – –
EDRH
373
Edmond de Rothschild Holding
Switzerland
$16K – – –
MCM
374
Magnolia Capital Management
New York
$15K +$15K +270 New
SFG
375
Steward Financial Group
Texas
$15K +$15K +286 New
13 14
15
16 17