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iShares MSCI ACWI ex US ETF

120 hedge funds and large institutions have $840M invested in iShares MSCI ACWI ex US ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more funds holding

Funds holding: 103120 (+17)

19% less capital invested

Capital invested by funds: $1.04B → $840M (-$199M)

Holders
120
Holders Change
+17
Holders Change %
+16.5%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
21
Increased
48
Reduced
25
Closed
4
Calls
$738K
Puts
Net Calls
+$738K
Net Calls Change
+$738K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Brandes Investment Partners
California
$6.15M +$6.04M +131,710 New
Wellington Management Group
27
Wellington Management Group
Massachusetts
$5.91M +$5.81M +126,700 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.6M +$1.1M +24,048 +25%
CC
29
Columbia Capital
California
$5.44M +$65.3K +1,423 +1%
RJA
30
Raymond James & Associates
Florida
$5.18M +$454K +9,903 +10%
BTS
31
BB&T Securities
Virginia
$5.03M +$32.5K +709 +7%
PI
32
Placemark Investments
Illinois
$5.03M +$163K +3,550 +3%
U
33
UBS
Switzerland
$4.73M +$424K +9,242 +10%
WT
34
Whittier Trust
California
$4.61M -$87.4K -1,905 -2%
Goldman Sachs
35
Goldman Sachs
New York
$4.12M +$1.46M +31,867 +56%
B
36
BancorpSouth
Mississippi
$4.07M +$55.8K +1,216 +1%
TC
37
Telemus Capital
Michigan
$3.92M +$1.87M +40,656 +94%
Northern Trust
38
Northern Trust
Illinois
$3.45M -$758K -16,520 -18%
HTC
39
Haverford Trust Company
Pennsylvania
$3.3M +$3.25M +70,798 New
LWCFA
40
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.27M
CLA
41
Cranberry Lake Advisors
Texas
$3.03M
BWM
42
Baystate Wealth Management
Massachusetts
$2.98M +$147K +3,207 +5%
CCMG
43
Clark Capital Management Group
Pennsylvania
$2.92M -$22.6K -493 -0.8%
FT
44
Fiduciary Trust
Massachusetts
$2.82M +$10.4K +226 +0.4%
NC
45
NewSquare Capital
Pennsylvania
$2.77M -$1.21M -26,394 -31%
AIP
46
ARS Investment Partners
New York
$2.66M +$2.62M +57,045 New
IFA
47
Interactive Financial Advisors
Illinois
$2.62M -$46.7K -1,017 -2%
WPW
48
Waldron Private Wealth
Pennsylvania
$2.5M +$2.46M +53,614 New
WTC
49
WhitTier Trust Company
Nevada
$2.39M +$1.21M +26,455 +107%
WB
50
WesBanco Bank
West Virginia
$2.37M +$145K +3,160 +7%