ACWX icon

iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

314 hedge funds and large institutions have $2.45B invested in iShares MSCI ACWI ex US ETF in 2019 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+34
Holders Change %
+12.14%
% of All Funds
6.2%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.41%
New
56
Increased
112
Reduced
89
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$261M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
3
FTUS
Flow Traders U.S.
New York
$43.1M
4
Morgan Stanley
Morgan Stanley
New York
$187M
5
BlackRock
BlackRock
New York
$115M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
PI
PFS Investments
Georgia
$1.45M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Claro Advisors
Massachusetts
$776K +$76.5K +1,557 +11%
PWMAG
177
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$98.2K +2,000 +16%
WS
178
Wedbush Securities
California
$696K -$24K -489 -3%
RJT
179
Raymond James Trust
Florida
$686K -$2.46K -50 -0.4%
BBHC
180
Brown Brothers Harriman & Co
New York
$673K -$204K -4,150 -23%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$661K +$661K +13,457 New
DCM
182
Dimension Capital Management
Florida
$611K – – –
MWM
183
Modera Wealth Management
New Jersey
$600K -$83.3K -1,696 -12%
FDCC
184
Foster Dykema Cabot & Co
Massachusetts
$591K -$1.03K -21 -0.2%
RTS
185
Round Table Services
New Jersey
$590K +$32.8K +667 +6%
AWM
186
AllSquare Wealth Management
New York
$581K -$233K -4,748 -29%
Cerity Partners
187
Cerity Partners
New York
$575K +$575K +11,702 New
OFS
188
Oldfather Financial Services
Nebraska
$575K +$575K +11,884 New
WDL
189
Well Done LLC
Michigan
$564K -$90.6K -1,845 -14%
CRCM
190
Corbett Road Capital Management
Virginia
$548K +$548K +11,164 New
GFPC
191
Global Financial Private Client
Florida
$541K +$541K +11,011 New
UB
192
UMB Bank
Missouri
$536K – – –
Truist Financial
193
Truist Financial
North Carolina
$519K +$519K +10,570 New
BCP
194
Blue Chip Partners
Michigan
$475K +$7.18K +146 +2%
FCI
195
Financial Counselors Inc
Kansas
$468K – – –
QCMC
196
Quantum Capital Management (California)
California
$453K +$453K +9,219 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$438K +$230K +4,682 +111%
GC
198
Grimes & Company
Massachusetts
$436K +$436K +8,869 New
G
199
GenTrust
Florida
$435K – – –
WWM
200
Windsor Wealth Management
Indiana
$434K +$5.99K +122 +1%
6 7
8
9 10