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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
DCM
76
Dearborn Capital Management
Illinois
$3.58M -$357K -7,240 -9%
BIP
77
Brandes Investment Partners
California
$3.34M +$3.3M +66,867 New
LPT
78
Legacy Private Trust
Wisconsin
$3.2M -$307K -6,220 -9%
RBC
79
Roble Belko & Company
Pennsylvania
$3.19M -$130K -2,631 -4%
BA
80
Boston Advisors
Massachusetts
$3.09M +$643K +13,047 +27%
MML Investors Services
81
MML Investors Services
Massachusetts
$3M +$415K +8,419 +16%
CL
82
Cabana LLC
Arkansas
$2.93M +$2.79M +56,582 New
HA
83
Hays Advisory
Tennessee
$2.7M +$876K +17,765 +49%
AGA
84
Accuvest Global Advisors
Utah
$2.66M -$294K -5,967 -10%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$2.5M +$139K +2,813 +6%
JWA
86
JFS Wealth Advisors
Pennsylvania
$2.48M -$17.4K -353 -0.7%
CL
87
CIM LLC
New York
$2.42M +$2.39M +48,440 New
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$2.39M +$18.1K +367 +0.8%
FHA
89
First Horizon Advisors
Tennessee
$2.25M
AIM
90
Allen Investment Management
New York
$2.23M +$19.7K +400 +0.9%
HT
91
HighTower Trust
Texas
$2.21M +$59.1K +1,200 +3%
FTUS
92
Flow Traders U.S.
New York
$2.2M +$746K +15,129 +52%
BAAM
93
Baker Avenue Asset Management
California
$2.14M +$711K +14,417 +51%
EA
94
Edge Advisors
Georgia
$2.06M +$214K +4,341 +12%
BPB
95
Badgley, Phelps & Bell
Washington
$2.03M -$33.8K -685 -2%
AIP
96
ARS Investment Partners
New York
$1.82M +$173K +3,514 +11%
CWM
97
Cahaba Wealth Management
Georgia
$1.79M +$18.6K +377 +1%
Ameriprise
98
Ameriprise
Minnesota
$1.68M +$308K +6,252 +23%
B
99
Brightworth
Georgia
$1.68M -$2.66K -54 -0.2%
PAG
100
Pinnacle Advisory Group
Maryland
$1.63M +$1.61M +32,653 New