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iShares MSCI ACWI ex US ETF
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Overview Fund Activity

126 hedge funds and large institutions have $838M invested in iShares MSCI ACWI ex US ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.23%
New
14
Increased
52
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$13.4M
2
TC
2
Telemus Capital
Michigan
$21.4M
3
Wells Fargo
3
Wells Fargo
California
$19M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$22.1M
5
M&T Bank
5
M&T Bank
New York
$5.82M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$1.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.98M
3
FTUS
3
Flow Traders U.S.
New York
$1.63M
4
FFS
4
Founders Financial Securities
Maryland
$0
5
CC
5
Columbia Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Makena Capital Management
California
$91.5M 1,553,500 – –
Bank of America
2
Bank of America
North Carolina
$80.1M 1,760,492 +10,765 +0.6%
RBC
3
Ronald Blue & Co
Georgia
$69.6M 1,530,416 -44,998 -3%
US Bancorp
4
US Bancorp
Minnesota
$51.7M 1,135,868 +126,703 +13%
ANTB
5
AMG National Trust Bank
Colorado
$42.5M 935,159 +64,719 +7%
SHWM
6
Smith & Howard Wealth Management
Georgia
$30.3M 667,253 +2,731 +0.4%
GT
7
Glenmede Trust
Pennsylvania
$23.6M 518,309 +13,119 +3%
Creative Planning
8
Creative Planning
Kansas
$22.6M 497,888 +35,382 +8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$22.3M 489,557 +29,952 +7%
BCI
10
Brinker Capital Investments
Pennsylvania
$22.1M 486,939 +186,755 +62%
TC
11
Telemus Capital
Michigan
$21.4M 469,665 +220,895 +89%
CTB
12
Country Trust Bank
Illinois
$20.6M 452,700 – –
MAA
13
Managed Account Advisors
New Jersey
$19M 418,820 +13,993 +3%
Wells Fargo
14
Wells Fargo
California
$19M 417,284 +198,927 +91%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.9M 392,805 +116,468 +42%
Morgan Stanley
16
Morgan Stanley
New York
$17.6M 387,499 +76,040 +24%
AssetMark Inc
17
AssetMark Inc
California
$17.2M 378,315 -56,923 -13%
CHFS
18
Cobble Hill Financial Services
New Jersey
$14.1M 310,000 -48,000 -13%
PWAG
19
Polaris Wealth Advisory Group
California
$13.4M 295,101 +283,474 +2,438%
RFC
20
Regions Financial Corp
Alabama
$12.4M 273,127 +2,451 +0.9%
HJA
21
Hugh Johnson Advisors
New York
$10.2M 225,083 +8,571 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.43M 207,328 +34,859 +20%
PI
23
Placemark Investments
Illinois
$9.29M 204,344 +11,596 +6%
U
24
UBS
Switzerland
$8.9M 195,650 +54,524 +39%
Bessemer Group
25
Bessemer Group
New Jersey
$8.5M 186,855 – –
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