We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

236 hedge funds and large institutions have $2.12B invested in iShares MSCI ACWI ex US ETF in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

70% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

26% more capital invested

Capital invested by funds: $1.69B → $2.12B (+$432M)

19% more funds holding

Funds holding: 198236 (+38)

1.48% less ownership

Funds ownership: 76.02%74.55% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $877K

Holders
236
Holders Change
+38
Holders Change %
+19.19%
% of All Funds
5.35%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.43%
New
48
Increased
92
Reduced
54
Closed
9
Calls
Puts
$877K
Net Calls
-$877K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$20.1M +$980K +19,877 +5%
Mariner
27
Mariner
Kansas
$19.3M +$642K +13,018 +3%
IFA
28
Interactive Financial Advisors
Illinois
$18.5M +$2.35M +47,744 +15%
SBL
29
Sargent Bickham Lagudis
Colorado
$18.1M -$710K -14,408 -4%
BF
30
BOK Financial
Oklahoma
$17.5M +$1.02M +20,620 +6%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$16.5M +$6.95M +140,928 +74%
AI
32
Ariel Investments
Illinois
$15.1M +$2.48M +50,232 +20%
Brown Advisory
33
Brown Advisory
Maryland
$13.1M -$1.16M -23,565 -8%
QA
34
Quantitative Advantage
Minnesota
$12.3M -$1.55M -31,525 -11%
BFA
35
Beaumont Financial Advisors
Massachusetts
$12.2M +$1.44M +29,127 +14%
Creative Planning
36
Creative Planning
Kansas
$11.7M -$40.8K -828 -0.4%
FM
37
Forward Management
California
$11.3M +$5.94M +120,500 +115%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$11.2M -$109K -2,209 -1%
CB
39
Cadence Bank
Mississippi
$11.2M +$11.1M +224,235 New
US Bancorp
40
US Bancorp
Minnesota
$11M +$51.9K +1,054 +0.5%
SCCM
41
Schafer Cullen Capital Management
New York
$11M +$9.14M +185,434 +541%
LPL Financial
42
LPL Financial
California
$10.5M -$4.47M -90,645 -30%
HTC
43
Haverford Trust Company
Pennsylvania
$10.5M -$28.1K -570 -0.3%
HW
44
Hancock Whitney
Mississippi
$9.73M +$2.35M +47,609 +32%
FT
45
Fiduciary Trust
Massachusetts
$9.52M -$336K -6,816 -3%
PWLP
46
Prio Wealth Limited Partnership
Massachusetts
$8.9M +$1.42M +28,872 +19%
SLT
47
St Louis Trust
Missouri
$8.89M +$87.1K +1,768 +1%
SF
48
Synovus Financial
Georgia
$8.72M -$1.92M -38,873 -18%
HighTower Advisors
49
HighTower Advisors
Illinois
$8.4M +$215K +4,367 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$8.39M +$16.8K +340 +0.2%