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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
PAG
126
Private Advisor Group
New Jersey
$639K -$169K -3,420 -22%
WPW
127
Waldron Private Wealth
Pennsylvania
$631K +$8.43K +171 +1%
Lido Advisors
128
Lido Advisors
California
$630K
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$613K -$12.3K -250 -2%
AWM
130
AllSquare Wealth Management
New York
$612K +$72.9K +1,479 +14%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$610K +$102K +2,077 +20%
FDCC
132
Foster Dykema Cabot & Co
Massachusetts
$605K +$597K +12,107 New
TC
133
Telemus Capital
Michigan
$587K +$20.2K +410 +4%
BRF
134
B. Riley Financial
California
$573K -$53.4K -1,084 -9%
SCA
135
Strategic Capital Advisers
Colorado
$555K +$548K +11,112 New
IA
136
IFP Advisors
Florida
$549K -$158K -3,196 -23%
Barclays
137
Barclays
United Kingdom
$548K
William Blair & Company
138
William Blair & Company
Illinois
$529K
G
139
GenTrust
Florida
$509K -$43.6K -885 -8%
NPF
140
Norris Perne & French
Michigan
$508K -$38.5K -781 -7%
AFNAS
141
American Financial Network Advisory Services
California
$497K -$321K -6,505 -40%
SEIA
142
Signature Estate & Investment Advisors
California
$474K +$98.9K +2,007 +27%
TSS
143
Two Sigma Securities
New York
$474K +$468K +9,492 New
Citigroup
144
Citigroup
New York
$467K -$133K -2,695 -22%
CNC
145
Citizens & Northern Corp
Pennsylvania
$467K -$13.6K -275 -3%
ST
146
Sageworth Trust
Pennsylvania
$464K
VFA
147
Valeo Financial Advisors
Indiana
$437K +$3.7K +75 +0.9%
VCA
148
Verdence Capital Advisors
Maryland
$427K +$421K +8,549 New
MCM
149
Murphy Capital Management
New Jersey
$424K +$9.86K +200 +2%
VAM
150
Verity Asset Management
North Carolina
$424K +$396K +8,043 New