ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
317
Holders Change
+70
Holders Change %
+28.34%
% of All Funds
7.2%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
90
Increased
115
Reduced
71
Closed
15
Calls
$2.37M
Puts
$236M
Net Calls
-$233M
Net Calls Change
-$238M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$113M
2
BlackRock
2
BlackRock
New York
$113M
3
Citigroup
3
Citigroup
New York
$163M
4
Morgan Stanley
4
Morgan Stanley
New York
$183M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$294K
2
QIM
2
Quantitative Investment Management
Virginia
$7.49M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.43M
5
AL
5
Aspiriant LLC
California
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
WF
226
WealthTrust Fairport
Ohio
$293K 4,060 – –
KP
227
Keel Point
Alabama
$292K 4,045 +833 +26%
HW
228
Hancock Whitney
Mississippi
$288K 3,992 – –
CDIA
229
Capital Directions Investment Advisors
Georgia
$284K 3,936 – –
FEG
230
Fund Evaluation Group
Ohio
$282K 3,915 +278 +8%
SFG
231
StrategIQ Financial Group
Indiana
$281K 3,893 +3,893 New
PWAP
232
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$280K 3,885 +795 +26%
William Blair & Company
233
William Blair & Company
Illinois
$271K 3,761 +25 +0.7%
BWM
234
Baystate Wealth Management
Massachusetts
$270K 3,527 -1,418 -29%
PWLP
235
Prio Wealth Limited Partnership
Massachusetts
$261K 3,626 +3,626 New
BW
236
Bison Wealth
Georgia
$253K 3,510 -250 -7%
CA
237
Continuum Advisory
Idaho
$249K 3,448 +3,448 New
IA
238
IFP Advisors
Florida
$246K 3,411 +516 +18%
BCM
239
Bienville Capital Management
New York
$242K 3,350 – –
VCP
240
Vista Capital Partners
Oregon
$240K 4,128 +331 +9%
PP
241
PDS Planning
Ohio
$237K 3,293 +3,293 New
CAL
242
Capital Advisors Ltd
Ohio
$231K 3,209 – –
GC
243
Garde Capital
Washington
$230K 3,195 +30 +0.9%
SHJ
244
Sharkey, Howes & Javer
Colorado
$228K 3,158 +803 +34%
AT
245
Arden Trust
Delaware
$227K 3,156 +143 +5%
SSWM
246
Sheets Smith Wealth Management
North Carolina
$223K 3,100 +148 +5%
CA
247
Clearstead Advisors
Ohio
$222K 3,085 +18 +0.6%
American Century Companies
248
American Century Companies
Missouri
$220K 3,051 +3,051 New
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$220K 3,057 +3,057 New
AWM
250
Avondale Wealth Management
Texas
$219K 3,038 +3,038 New
8 9
10
11 12