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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

247 hedge funds and large institutions have $2.92B invested in iShares MSCI ACWI ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
40
Increased
103
Reduced
63
Closed
28
Calls
$139M
Puts
$135M
Net Calls
+$4.14M
Net Calls Change
+$153M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$97.3M
2
FTUS
2
Flow Traders U.S.
New York
$95.2M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$165M
4
QIM
4
Quantitative Investment Management
Virginia
$44.5M
5
BlackRock
5
BlackRock
New York
$43M

Top Sellers

1
Citigroup
1
Citigroup
New York
$110M
2
HNB
2
Huntington National Bank
Ohio
$70.2M
3
RO
3
Reservoir Operations
New York
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$8.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$47K – – –
TIM
227
Tortoise Investment Management
New York
$47K +$1.81K +26 +4%
MCM
228
McKinley Capital Management
Alaska
$39K – – –
JCM
229
Jacobi Capital Management
Pennsylvania
$39K +$26.8K +385 +220%
WAS
230
Winch Advisory Services
Wisconsin
$28K – – –
PWPCM
231
Perella Weinberg Partners Capital Management
New York
$27.7K -$9.97K -144,863 -26%
CRCP
232
Copper Rock Capital Partners
Massachusetts
$27K +$24K +350 +795%
RWA
233
Ropes Wealth Advisors
Massachusetts
$25K – – –
GRP
234
Global Retirement Partners
California
$25K +$25K +367 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$22K – – –
HS
236
Horan Securities
United States
$18K – – –
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$18K +$18K +257 New
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$17K – – –
CI
239
Clal Insurance
Israel
$15K – – –
WTC
240
WhitTier Trust Company
Nevada
$12K -$27.4K -400 -70%
CIR
241
Clear Investment Research
Georgia
$8K +$6.76K +104 +547%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +93 New
CP
243
Corbenic Partners
Pennsylvania
$5K +$5K +71 New
AWM
244
Avior Wealth Management
Nebraska
$4K – – –
RBA
245
Richard Bernstein Advisors
New York
$4K +$4K +65 New
GWM
246
Geneos Wealth Management
Colorado
$4K +$4K +69 New
OFW
247
Omnia Family Wealth
Florida
$3K – – –
AIP
248
Ameritas Investment Partners
Nebraska
$2K +$698 +15 +54%
RO
249
Reservoir Operations
New York
– -$60.9M -930,000 Closed
BCM
250
Brookstone Capital Management
Illinois
– -$7.3M -111,399 Closed
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