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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
WT
51
Whittier Trust
California
$8.28M +$297K +6,023 +4%
MC
52
Martin & Co
Tennessee
$8.1M +$7.39K +150 +0.1%
SWPG
53
Strategic Wealth Partners Group
Illinois
$7.56M +$532K +10,799 +8%
B
54
Bailard
California
$7.48M -$42.4K -860 -0.6%
Franklin Resources
55
Franklin Resources
California
$7.27M +$1.39M +28,258 +24%
CIM
56
Confluence Investment Management
Missouri
$6.37M +$107K +2,174 +2%
KIM
57
Karpus Investment Management
New York
$6.36M -$351K -7,120 -5%
JP Morgan Chase
58
JP Morgan Chase
New York
$6.04M -$1.13M -22,881 -16%
V
59
Veritable
Delaware
$5.66M -$1.15M -23,429 -17%
Jane Street
60
Jane Street
New York
$5.59M +$5.52M +111,985 New
Bessemer Group
61
Bessemer Group
New Jersey
$5.59M -$63M -1,277,706 -92%
CF
62
Corrigan Financial
Rhode Island
$5.53M +$2.22K +45 +0%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.31M -$281K -5,696 -5%
ASN
64
Advisory Services Network
Georgia
$4.86M +$1.79M +36,229 +59%
GAG
65
GM Advisory Group
New York
$4.82M +$1.46M +29,574 +44%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.7M +$1.38M +27,957 +42%
FMBTD
67
First Midwest Bank Trust Division
Illinois
$4.68M +$520K +10,542 +13%
FWCM
68
Ferguson Wellman Capital Management
Oregon
$4.59M -$182K -3,700 -4%
WB
69
WesBanco Bank
West Virginia
$4.46M -$6.46K -131 -0.1%
WTC
70
WhitTier Trust Company
Nevada
$4.43M +$327K +6,636 +8%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$4.3M +$11.2K +228 +0.3%
SCA
72
Stonebridge Capital Advisors
Minnesota
$4.28M +$86.2K +1,750 +2%
SPC
73
Salient Private Client
Texas
$4.05M +$3.99M +81,010 New
NAM
74
NTV Asset Management
West Virginia
$4.01M +$611K +12,400 +18%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$3.73M +$228K +4,618 +7%