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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$419K +$17.8K +361 +4%
BCI
152
Brinker Capital Investments
Pennsylvania
$401K -$34.2K -694 -8%
BTS
153
BB&T Securities
Virginia
$401K -$9.76K -198 -2%
RFWA
154
RPg Family Wealth Advisory
Massachusetts
$400K +$283K +5,750 +254%
SWP
155
Stratos Wealth Partners
Ohio
$392K +$117K +2,373 +43%
SC
156
Scotia Capital
Ontario, Canada
$381K +$246 +5 +0.1%
NA
157
Nottingham Advisors
New York
$361K
AWM
158
AE Wealth Management
Kansas
$358K -$2.22K -45 -0.6%
SB
159
Suntrust Banks
Georgia
$353K +$32.5K +660 +10%
FCH
160
Freestone Capital Holdings
Washington
$349K +$21.7K +440 +7%
CIR
161
Clear Investment Research
Georgia
$345K +$33K +670 +11%
SS
162
Simplicity Solutions
Minnesota
$327K +$323K +6,552 New
TWI
163
Thomas White International
Illinois
$327K +$323K +6,556 New
FPFS
164
First Personal Financial Services
North Carolina
$309K +$305K +6,192 New
RC
165
Roundview Capital
New Jersey
$306K
CB
166
Community Bank
New York
$300K
TIM
167
Tortoise Investment Management
New York
$297K -$739 -15 -0.3%
OMC
168
Old Mission Capital
Illinois
$289K -$1.11M -22,591 -80%
SCM
169
SOL Capital Management
Maryland
$280K
PP
170
Paloma Partners
Connecticut
$276K +$272K +5,524 New
DWT
171
Dorsey & Whitney Trust
South Dakota
$264K
FWC
172
First Washington Corp
Washington
$264K
AFP
173
Ausdal Financial Partners
Iowa
$263K -$1.63K -33 -0.6%
HGI
174
Hansberger Growth Investors
Wisconsin
$263K +$260K +5,271 New
CIBC World Market
175
CIBC World Market
Ontario, Canada
$262K +$259K +5,247 New