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iShares MSCI ACWI ex US ETF
ACWX

Overview Fund Activity

348 hedge funds and large institutions have $3.03B invested in iShares MSCI ACWI ex US ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
6.08%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.38%
New
34
Increased
135
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$43.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$41.1M
3
Fidelity International
Fidelity International
Bermuda
$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$262M
5
Bank of America
Bank of America
North Carolina
$232M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$226M
3
FMI
Factory Mutual Insurance
Massachusetts
$5.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
201
Stone House Investment Management
Pennsylvania
$496K -$60.1K -1,045 -11%
JIP
202
Jaffetilchin Investment Partners
Florida
$481K +$246K +4,443 +104%
PCA
203
Personal Capital Advisors
California
$469K – – –
BAM
204
Barrett Asset Management
New York
$460K – – –
SWP
205
Stratos Wealth Partners
Ohio
$441K – – –
Polen Capital Management
206
Polen Capital Management
Florida
$434K +$434K +7,552 New
SWP
207
Strategic Wealth Partners
Ohio
$432K -$24K -417 -5%
NA
208
Nottingham Advisors
New York
$430K +$430K +7,480 New
FFN
209
Focus Financial Network
Minnesota
$430K +$47.4K +825 +12%
WIC
210
Woodmont Investment Counsel
Tennessee
$428K – – –
CT
211
Cambridge Trust
Massachusetts
$421K – – –
CWM
212
Cahaba Wealth Management
Georgia
$420K +$4.41K +78 +1%
RJT
213
Raymond James Trust
Florida
$409K – – –
GCM
214
Gables Capital Management
Florida
$408K -$20K -348 -5%
GPA
215
Guidance Point Advisors
Massachusetts
$405K +$4.43K +77 +1%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$405K +$26.3K +458 +7%
RTS
217
Round Table Services
New Jersey
$403K -$8.63K -150 -2%
G
218
GenTrust
Florida
$395K – – –
CL
219
CPWM LLC
Washington
$392K -$990K -17,216 -72%
UCFA
220
United Capital Financial Advisors
Texas
$391K -$7.99K -139 -2%
FMBTD
221
First Midwest Bank Trust Division
Illinois
$374K – – –
CIA
222
Choate Investment Advisors
Massachusetts
$374K +$374K +6,500 New
BAAM
223
Baker Avenue Asset Management
California
$372K – – –
AL
224
Aspiriant LLC
California
$365K – – –
SB
225
Simmons Bank
Arkansas
$364K -$1.96K -34 -0.5%
7 8
9
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