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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
HAFS
101
Hapanowicz & Associates Financial Services
Pennsylvania
$1.62M +$36.8K +747 +2%
PCM
102
Parsons Capital Management
Rhode Island
$1.62M +$14.8K +300 +0.9%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$1.54M +$1.52M +30,771 New
JMPWA
104
JP Morgan Private Wealth Advisors
California
$1.51M +$743K +15,080 +100%
MM
105
Main Management
California
$1.5M
BCA
106
Berman Capital Advisors
Georgia
$1.48M +$1.46M +29,668 New
M&T Bank
107
M&T Bank
New York
$1.42M -$246 -5 -0%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.39M +$341K +6,926 +33%
Lazard Asset Management
109
Lazard Asset Management
New York
$1.36M +$1.32M +26,748 +6,065%
HCA
110
Heck Capital Advisors
Wisconsin
$1.1M +$291K +5,910 +37%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.09M +$1.05M +21,299 +4,852%
CBU
112
CIBC Bank USA
Illinois
$1.05M -$68.6K -1,392 -6%
TYCC
113
Texas Yale Capital Corp
Florida
$985K
PWPCM
114
Perella Weinberg Partners Capital Management
New York
$958K
DCM
115
Dimension Capital Management
Florida
$925K +$912K +18,511 New
RTS
116
Round Table Services
New Jersey
$896K -$50.1K -1,017 -5%
MWM
117
Modera Wealth Management
New Jersey
$850K -$29.9K -607 -3%
VWM
118
Valley Wealth Managers
New Jersey
$818K -$30.8K -625 -4%
AI
119
Atria Investments
North Carolina
$804K +$317K +6,442 +67%
CAW
120
Cornerstone Advisors (Washington)
Washington
$803K +$50.3K +1,020 +7%
LI
121
Longer Investments
Arkansas
$743K
AG
122
Advisor Group
Arizona
$738K -$124K -2,520 -15%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$731K +$48.4K +983 +7%
COI
124
Connable Office Inc
Michigan
$703K +$105K +2,129 +18%
QCG
125
Quadrant Capital Group
Ohio
$671K +$6.7K +136 +1%