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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

126 hedge funds and large institutions have $838M invested in iShares MSCI ACWI ex US ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
14
Increased
52
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$13.4M
2
TC
2
Telemus Capital
Michigan
$21.4M
3
Wells Fargo
3
Wells Fargo
California
$19M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$22.1M
5
M&T Bank
5
M&T Bank
New York
$5.82M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$1.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.98M
3
FTUS
3
Flow Traders U.S.
New York
$1.63M
4
FFS
4
Founders Financial Securities
Maryland
$0
5
CC
5
Columbia Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$755K +$209K +4,585 +38%
Brown Advisory
77
Brown Advisory
Maryland
$746K – – –
CAW
78
Cornerstone Advisors (Washington)
Washington
$741K -$5.73K -126 -0.8%
VWM
79
Valley Wealth Managers
New Jersey
$712K – – –
SCM
80
SCS Capital Management
Massachusetts
$709K -$864 -19 -0.1%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$664K +$664K +14,600 New
Citigroup
82
Citigroup
New York
$656K +$583K +12,838 +804%
FWCM
83
Ferguson Wellman Capital Management
Oregon
$552K -$76.3K -1,680 -12%
MIP
84
Marietta Investment Partners
Wisconsin
$552K – – –
BPC
85
Banque Pictet & Cie
Switzerland
$546K – – –
PCM
86
Parsons Capital Management
Rhode Island
$546K – – –
CIC
87
Carnegie Investment Counsel
Ohio
$540K – – –
PTC
88
Private Trust Company
Ohio
$540K – – –
S
89
SignatureFD
Georgia
$521K +$502K +11,027 +2,595%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$508K -$694K -15,257 -58%
TIM
91
Tortoise Investment Management
New York
$507K +$27.3K +600 +6%
NPF
92
Norris Perne & French
Michigan
$475K +$38.1K +837 +9%
Deutsche Bank
93
Deutsche Bank
Germany
$469K +$681 +15 +0.1%
PFM
94
Phillips Financial Management
Indiana
$455K +$455K +10,543 New
CCFCSB
95
Cape Cod Five Cents Savings Bank
Massachusetts
$454K -$71.1K -1,565 -14%
B
96
Bailard
California
$398K +$142K +3,120 +55%
CFS
97
Community Financial System
New York
$389K +$224K +4,925 +136%
BJL
98
Brighton Jones LLC
Washington
$381K +$2.5K +55 +0.7%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$379K +$379K +8,340 New
SCA
100
Stonebridge Capital Advisors
Minnesota
$364K +$364K +8,010 New
2 3
4
5 6