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iShares MSCI ACWI ex US ETF

122 hedge funds and large institutions have $922M invested in iShares MSCI ACWI ex US ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 26

40% more capital invested

Capital invested by funds: $658M → $922M (+$265M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 121122 (+1)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.51%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.34%
New
14
Increased
52
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.35M -$1.01M -21,125 -30%
IIC
52
Ironwood Investment Counsel
Arizona
$2.31M
V
53
Veritable
Delaware
$2.09M -$19.6K -410 -0.9%
RTS
54
Round Table Services
New Jersey
$1.99M -$52K -1,090 -3%
MWM
55
Modera Wealth Management
New Jersey
$1.95M -$255K -5,346 -12%
CLA
56
Cranberry Lake Advisors
Texas
$1.8M -$238K -5,000 -12%
William Blair & Company
57
William Blair & Company
Illinois
$1.47M -$40.5K -850 -3%
MCC
58
Mid Continent Capital
Illinois
$1.44M -$75.1K -1,575 -5%
BWM
59
Baystate Wealth Management
Massachusetts
$1.38M -$1.94M -40,650 -59%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.36M +$108K +2,275 +9%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.36M
CBU
62
CIBC Bank USA
Illinois
$1.33M -$1.05K -22 -0.1%
AIG
63
American International Group
New York
$1.33M -$434K -9,103 -25%
LPL Financial
64
LPL Financial
California
$1.32M +$19.3K +405 +1%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$1.27M +$728K +15,257 +137%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.27M
FHA
67
First Horizon Advisors
Tennessee
$1.25M -$17.2K -360 -1%
AL
68
Aspiriant LLC
California
$1.19M
FA
69
FDx Advisors
Illinois
$1.02M +$649K +13,610 +180%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$988K +$41.6K +873 +4%
BIT
71
BlackRock Institutional Trust
California
$858K +$33.4K +701 +4%
KeyBank National Association
72
KeyBank National Association
Ohio
$823K +$305K +6,400 +60%
CS
73
Comerica Securities
Michigan
$792K
CAW
74
Cornerstone Advisors (Washington)
Washington
$788K -$57.4K -1,203 -7%
Brown Advisory
75
Brown Advisory
Maryland
$787K