We are live on ! Find out more
ACWX icon

iShares MSCI ACWI ex US ETF

288 hedge funds and large institutions have $1.93B invested in iShares MSCI ACWI ex US ETF in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 120 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 57.42%64.79% (+7.4%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

8% less funds holding

Funds holding: 314288 (-26)

21% less capital invested

Capital invested by funds: $2.45B → $1.93B (-$526M)

34% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 65

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 120

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
6.35%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.48%
New
43
Increased
70
Reduced
120
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
Wade Financial Advisory
California
$287K
WIC
202
Woodmont Investment Counsel
Tennessee
$286K
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K +$339K +7,537 New
BFA
204
Beaumont Financial Advisors
Massachusetts
$283K -$6.95M -154,607 -95%
DWT
205
Dorsey & Whitney Trust
South Dakota
$283K
FWC
206
First Washington Corp
Washington
$283K
BC
207
Brinker Capital
Pennsylvania
$273K +$326K +7,250 New
CWM
208
Cahaba Wealth Management
Georgia
$271K -$1.31M -29,198 -80%
RJT
209
Raymond James Trust
Florida
$268K -$308K -6,862 -49%
IFA
210
Interactive Financial Advisors
Illinois
$265K -$13.8K -308 -4%
FCFC
211
First Commonwealth Financial Corp
Pennsylvania
$265K
WIP
212
Wellesley Investment Partners
Massachusetts
$265K
DWA
213
Dorsey Wright & Associates
California
$265K +$316K +7,036 New
CPIG
214
Chicago Partners Investment Group
Illinois
$262K
NA
215
Nottingham Advisors
New York
$260K +$8.54K +190 +3%
MML Investors Services
216
MML Investors Services
Massachusetts
$255K -$745K -16,585 -71%
WWM
217
Windsor Wealth Management
Indiana
$253K -$95.7K -2,129 -24%
BFC
218
Bedel Financial Consulting
Indiana
$248K +$87K +1,936 +42%
NAM
219
NorthCoast Asset Management
Connecticut
$244K +$47.2K +1,051 +19%
FFN
220
Focus Financial Network
Minnesota
$233K -$9.71K -216 -3%
GCM
221
Gables Capital Management
Florida
$230K
CB
222
Community Bank
New York
$226K
FMBTD
223
First Midwest Bank Trust Division
Illinois
$225K -$1.77M -39,503 -87%
BPA
224
Beacon Pointe Advisors
California
$225K +$60.8K +1,354 +29%
FCBT
225
First Citizens Bank & Trust
North Carolina
$225K +$268K +5,971 New