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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

278 hedge funds and large institutions have $1.85B invested in iShares MSCI ACWI ex US ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-10
Holders Change %
-3.47%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.35%
New
30
Increased
77
Reduced
129
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Barclays
Barclays
United Kingdom
$123M
2
Franklin Resources
Franklin Resources
California
$86.4M
3
Citadel Advisors
Citadel Advisors
Florida
$54.6M
4
Goldman Sachs
Goldman Sachs
New York
$48.1M
5
GT
Glenmede Trust
Pennsylvania
$58.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$19.1M
2
Bank of America
Bank of America
North Carolina
$147M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.9M
4
HCM
Howland Capital Management
Massachusetts
$220K
5
Morgan Stanley
Morgan Stanley
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$254K -$3.62M -83,722 -93%
VWM
202
Valley Wealth Managers
New Jersey
$251K – – –
AI
203
Ariel Investments
Illinois
$251K – – –
CIBC World Market
204
CIBC World Market
Ontario, Canada
$250K +$250K +5,774 New
WWM
205
Windsor Wealth Management
Indiana
$238K -$52.9K -1,221 -18%
TIM
206
Tortoise Investment Management
New York
$236K – – –
CB
207
CNB Bank
Pennsylvania
$232K – – –
BEC
208
Blue Edge Capital
Virginia
$231K +$1.12K +26 +0.5%
JIP
209
Jaffetilchin Investment Partners
Florida
$230K -$662K -15,321 -74%
BCI
210
Brinker Capital Investments
Pennsylvania
$229K +$229K +5,300 New
RCAG
211
Rehmann Capital Advisory Group
Michigan
$228K +$228K +5,266 New
Polen Capital Management
212
Polen Capital Management
Florida
$226K -$284K -6,573 -56%
FAT
213
First American Trust
California
$221K +$221K +5,112 New
BWM
214
Brickley Wealth Management
California
$221K +$221K +5,113 New
HCM
215
Howland Capital Management
Massachusetts
$220K -$57.7M -1,333,949 -100%
BW
216
Bison Wealth
Georgia
$220K +$14.9K +345 +7%
GFS
217
GYL Financial Synergies
Connecticut
$218K -$36.4K -842 -14%
RC
218
Roundview Capital
New Jersey
$218K +$218K +5,045 New
FBFS
219
First Business Financial Services
Wisconsin
$216K +$216K +4,987 New
TC
220
Telemus Capital
Michigan
$212K -$26.7K -593 -11%
BFC
221
Bedel Financial Consulting
Indiana
$211K -$73.4K -1,700 -26%
TWI
222
Thomas White International
Illinois
$206K -$612K -14,156 -75%
WR
223
Watson Rebecca
$206K +$206K +4,760 New
LIM
224
Loudon Investment Management
New Hampshire
$205K +$205K +4,745 New
TAM
225
Todd Asset Management
Kentucky
$204K -$1.07M -24,865 -84%
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