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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
WC
201
Westwind Capital
New Mexico
$75K +$73.6K +1,494 New
AIP
202
Ameritas Investment Partners
Nebraska
$64K
MFW
203
Mosaic Family Wealth
Missouri
$64K +$62.7K +1,273 New
TFS
204
TrustCore Financial Services
Tennessee
$60K +$59.1K +1,200 New
MFT
205
Moisand Fitzgerald Tamayo
Florida
$59K +$591 +12 +1%
Manulife (Manufacturers Life Insurance)
206
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$4.39K +89 +9%
FAAS
207
First Allied Advisory Services
California
$49K +$48.5K +985 New
APA
208
American Portfolios Advisors
New York
$38K +$37.5K +760 New
MOS
209
MGO One Seven
Ohio
$37K +$36.5K +741 New
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$5.82K +118 +20%
LWA
211
Lowe Wealth Advisors
Maryland
$33K
APSP
212
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K +$345 +7 +1%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$29K
HFP
214
Holistic Financial Partners
Indiana
$24K +$23.4K +475 New
MCM
215
McKinley Capital Management
Alaska
$23K +$15.4K +312 +204%
AA
216
AlphaMark Advisors
Kentucky
$21K
CAL
217
Capital Advisors Ltd
Ohio
$21K
CFD
218
Creative Financial Designs
Indiana
$15K
SIAP
219
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
SIS
220
Sound Income Strategies
Florida
$10K +$10.2K +206 New
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$9K
NC
222
NewSquare Capital
Pennsylvania
$9K
CPIG
223
Chicago Partners Investment Group
Illinois
$8K
PG
224
Patten Group
Tennessee
$8K
STA
225
Summit Trail Advisors
New York
$8K +$7.25K +147 New