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iShares MSCI ACWI ex US ETF

186 hedge funds and large institutions have $1.45B invested in iShares MSCI ACWI ex US ETF in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

64.69% more ownership

Funds ownership: 0%64.69% (+65%)

63% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 43

36% more capital invested

Capital invested by funds: $1.07B → $1.45B (+$389M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

15% more funds holding

Funds holding: 162186 (+24)

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
4.65%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
37
Increased
70
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
76
Roble Belko & Company
Pennsylvania
$2.89M -$20K -495 -0.7%
Lazard Asset Management
77
Lazard Asset Management
New York
$2.65M +$2.57M +63,380 +2,700%
SCA
78
Salient Capital Advisors
Texas
$2.63M +$2.65M +65,371 New
B
79
Brightworth
Georgia
$2.62M +$2.64M +65,117 New
TC
80
Telemus Capital
Michigan
$2.41M +$1.41M +34,733 +139%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$2.15M +$103K +2,536 +5%
Stifel Financial
82
Stifel Financial
Missouri
$2.08M +$1.49M +36,781 +249%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.01M -$48.6K -1,202 -2%
IIC
84
Ironwood Investment Counsel
Arizona
$1.93M
BPB
85
Badgley, Phelps & Bell
Washington
$1.91M +$273K +6,753 +17%
EA
86
Edge Advisors
Georgia
$1.87M +$1.88M +46,442 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$1.87M
FHA
88
First Horizon Advisors
Tennessee
$1.84M
QI
89
QS Investors
New York
$1.81M +$809K +20,000 +80%
GAG
90
GM Advisory Group
New York
$1.63M +$14.5K +358 +0.9%
Brown Advisory
91
Brown Advisory
Maryland
$1.59M +$331K +8,190 +26%
JWA
92
JFS Wealth Advisors
Pennsylvania
$1.47M -$213K -5,252 -13%
Ameriprise
93
Ameriprise
Minnesota
$1.46M +$795K +19,650 +119%
KeyBank National Association
94
KeyBank National Association
Ohio
$1.42M
MM
95
Main Management
California
$1.21M -$33.8K -834 -3%
BA
96
Boston Advisors
Massachusetts
$1.18M +$643K +15,896 +118%
M&T Bank
97
M&T Bank
New York
$1.16M +$37.3K +922 +3%
UBWV
98
United Bank (West Virginia)
West Virginia
$1.15M +$1.16M +28,563 New
LPT
99
Legacy Private Trust
Wisconsin
$1.05M -$265K -6,552 -20%
CBU
100
CIBC Bank USA
Illinois
$990K +$368K +9,088 +59%