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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

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
Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
4.66%
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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$206M
2
SCCM
Schafer Cullen Capital Management
New York
$89.4M
3
HI
Horizon Investments
North Carolina
$79.3M
4
Wells Fargo
Wells Fargo
California
$58M
5
BFA
BlackRock Fund Advisors
California
$48.4M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$0
2
Jane Street
Jane Street
New York
$0
3
UCFA
United Capital Financial Advisors
Texas
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.5M
5
FTUS
Flow Traders U.S.
New York
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$259K +$259K +6,432 New
SEIA
152
Signature Estate & Investment Advisors
California
$251K +$251K +6,232 New
BCM
153
BTC Capital Management
Iowa
$251K +$251K +6,245 New
CB
154
Community Bank
New York
$242K – – –
TIM
155
Tortoise Investment Management
New York
$240K -$3.63K -90 -1%
PNC
156
Park National Corp
Ohio
$234K +$234K +5,813 New
SWP
157
Stratos Wealth Partners
Ohio
$220K – – –
DWT
158
Dorsey & Whitney Trust
South Dakota
$213K – – –
FWC
159
First Washington Corp
Washington
$213K – – –
VCAM
160
Van Cleef Asset Management
Ohio
$209K +$209K +5,180 New
BHIA
161
Birch Hill Investment Advisors
Massachusetts
$207K – – –
Baird Financial Group
162
Baird Financial Group
Wisconsin
$203K +$203K +5,038 New
ACP
163
Aviance Capital Partners
Florida
$200K – – –
PIM
164
Parker Investment Management
California
$200K – – –
AWM
165
AllSquare Wealth Management
New York
$185K +$177K +4,397 +2,188%
FPTW
166
Franklin, Parlapiano, Turner & Welch
Texas
$158K – – –
MA
167
MCF Advisors
Kentucky
$117K – – –
SEI Investments
168
SEI Investments
Pennsylvania
$46K -$204K -5,038 -82%
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K +$6.58K +163 +36%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$23K – – –
CAW
171
Cornerstone Advisors (Washington)
Washington
$19K – – –
AA
172
AlphaMark Advisors
Kentucky
$17K – – –
CAL
173
Capital Advisors Ltd
Ohio
$17K +$17K +429 New
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
SIAP
175
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$9K +159 New
4 5 6
7
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