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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

198 hedge funds and large institutions have $1.69B invested in iShares MSCI ACWI ex US ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
4.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
27
Increased
75
Reduced
51
Closed
15
Calls
–
Puts
$747K
Net Calls
-$747K
Net Calls Change
-$747K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$67.2M
2
CIA
Capital Investment Advisors
Georgia
$66.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$50.2M
4
Stifel Financial
Stifel Financial
Missouri
$28.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$8.51M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
3
AGA
Accuvest Global Advisors
Utah
$2.86M
4
SCA
Salient Capital Advisors
Texas
$0
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
SOL Capital Management
Maryland
$271K +$29K +600 +12%
SWP
152
Stratos Wealth Partners
Ohio
$265K – – –
AFP
153
Ausdal Financial Partners
Iowa
$257K +$257K +5,307 New
DWT
154
Dorsey & Whitney Trust
South Dakota
$255K – – –
FWC
155
First Washington Corp
Washington
$255K – – –
BEC
156
Blue Edge Capital
Virginia
$250K +$25.9K +536 +12%
BHIA
157
Birch Hill Investment Advisors
Massachusetts
$246K – – –
PIM
158
Parker Investment Management
California
$240K – – –
Baird Financial Group
159
Baird Financial Group
Wisconsin
$234K -$9.62K -199 -4%
DWM
160
Destination Wealth Management
California
$218K – – –
CWM
161
Calamos Wealth Management
Illinois
$208K +$208K +4,306 New
ACP
162
Aviance Capital Partners
Florida
$202K +$202K +4,175 New
CCA
163
Cobblestone Capital Advisors
New York
$202K +$202K +4,188 New
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$160K -$184K -3,800 -54%
MA
165
MCF Advisors
Kentucky
$141K – – –
RFWA
166
RPg Family Wealth Advisory
Massachusetts
$110K +$98.4K +2,035 +885%
QAM
167
QCI Asset Management
New York
$91K – – –
EWM
168
Evercore Wealth Management
New York
$87K +$87K +1,800 New
MFT
169
Moisand Fitzgerald Tamayo
Florida
$57K +$57K +1,174 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K – – –
LWA
171
Lowe Wealth Advisors
Maryland
$32K +$32K +660 New
APSP
172
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$28K – – –
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$7.22K +150 +35%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$22K +$13.4K +267 +155%
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7
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