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iShares MSCI ACWI ex US ETF
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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 %
HSA
201
HBK Sorce Advisory
Pennsylvania
$431K -$29.8K -606 -6%
VF
202
Virtu Financial
New York
$425K +$425K +8,645 New
PCA
203
Personal Capital Advisors
California
$421K +$421K +8,581 New
Bank of New York Mellon
204
Bank of New York Mellon
New York
$409K – – –
SC
205
Scotia Capital
Ontario, Canada
$408K -$8.64K -176 -2%
BAS
206
Brown Advisory Securities
Maryland
$404K -$543K -11,046 -57%
BWM
207
Brickley Wealth Management
California
$403K +$67.2K +1,369 +20%
WFA
208
Wade Financial Advisory
California
$374K +$374K +7,623 New
WIC
209
Woodmont Investment Counsel
Tennessee
$373K – – –
WCM
210
WealthBridge Capital Management
Ohio
$372K +$94.3K +1,921 +34%
GPA
211
Guidance Point Advisors
Massachusetts
$371K +$5.74K +117 +2%
FWC
212
First Washington Corp
Washington
$369K – – –
DWT
213
Dorsey & Whitney Trust
South Dakota
$369K +$369K +7,518 New
VFA
214
Valeo Financial Advisors
Indiana
$368K +$42.8K +872 +13%
IFA
215
Interactive Financial Advisors
Illinois
$361K +$22.1K +450 +7%
MCM
216
Monument Capital Management
Virginia
$353K – – –
WIP
217
Wellesley Investment Partners
Massachusetts
$346K -$49K -1,000 -12%
FCFC
218
First Commonwealth Financial Corp
Pennsylvania
$346K – – –
Baird Financial Group
219
Baird Financial Group
Wisconsin
$339K – – –
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$338K -$18K -366 -5%
CPIG
221
Chicago Partners Investment Group
Illinois
$331K +$331K +6,637 New
NA
222
Nottingham Advisors
New York
$329K -$4.41K -90 -1%
OGC
223
Oak Grove Capital
New Hampshire
$319K – – –
BW
224
Bison Wealth
Georgia
$316K +$8.05K +164 +3%
FFN
225
Focus Financial Network
Minnesota
$315K -$156K -3,185 -33%
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