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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

141 hedge funds and large institutions have $879M invested in iShares MSCI ACWI ex US ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
141
Holders Change
-11
Holders Change %
-7.24%
% of All Funds
3.76%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
41
Reduced
52
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$37.1M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$27.2M
3
AIM
3
Allen Investment Management
New York
$20.9M
4
FMI
4
Factory Mutual Insurance
Massachusetts
$24.6M
5
TC
5
Telemus Capital
Michigan
$24.9M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$13.3M
2
RBC
2
Ronald Blue & Co
Georgia
$39.8M
3
Bank of America
3
Bank of America
North Carolina
$48M
4
HTC
4
Haverford Trust Company
Pennsylvania
$2.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$275K
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
101
Longer Investments
Arkansas
$507K – – –
DBT
102
Dubuque Bank & Trust
Iowa
$486K +$137K +3,054 +39%
PFM
103
Phillips Financial Management
Indiana
$482K +$1.02K +22 +0.2%
TIM
104
Tortoise Investment Management
New York
$472K – – –
SFG
105
Sage Financial Group
Pennsylvania
$471K -$367K -8,208 -44%
CCFCSB
106
Cape Cod Five Cents Savings Bank
Massachusetts
$444K – – –
DY
107
Dowling & Yahnke
California
$380K – – –
NA
108
Nottingham Advisors
New York
$376K -$2.14M -47,890 -85%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$373K – – –
BJL
110
Brighton Jones LLC
Washington
$365K – – –
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$334K -$21.4K -478 -6%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$275K -$9.56M -213,502 -97%
BOK
113
Bank of Kentucky
Kentucky
$273K – – –
CB
114
Community Bank
New York
$268K -$12.3K -275 -4%
SWP
115
Stratos Wealth Partners
Ohio
$241K – – –
FWC
116
First Washington Corp
Washington
$236K -$82.7K -1,850 -26%
BHIA
117
Birch Hill Investment Advisors
Massachusetts
$236K -$2.23K -50 -0.9%
DWT
118
Dorsey & Whitney Trust
South Dakota
$236K +$236K +5,278 New
BIM
119
BlackRock Investment Management
Delaware
$231K -$2.16M -48,397 -90%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$230K -$11.6K -257 -5%
ACP
121
Aviance Capital Partners
Florida
$222K – – –
PP
122
Palladium Partners
Virginia
$220K – – –
GF
123
Gerstein Fisher
New York
$220K +$220K +4,929 New
MSS
124
Mitchell Sinkler & Starr
Pennsylvania
$206K +$206K +4,600 New
CIA
125
Capital Investment Advisors
Georgia
$201K +$201K +4,495 New
3 4
5
6 7