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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$379M
2
Bank of America
Bank of America
North Carolina
$439M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
UBS Group
UBS Group
Switzerland
$321M
5
Goldman Sachs
Goldman Sachs
New York
$178M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
2
HNB
Huntington National Bank
Ohio
$45.5M
3
Citigroup
Citigroup
New York
$3.32M
4
QIM
Quantitative Investment Management
Virginia
$0
5
SRA
Summit Rock Advisors
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
226
Prio Wealth Limited Partnership
Massachusetts
$784K +$465K +7,257 +146%
CIA
227
Capital Investment Advisors
Georgia
$771K -$9.04K -141 -1%
FEG
228
Fund Evaluation Group
Ohio
$769K +$214K +3,338 +39%
CI
229
CX Institutional
Indiana
$766K +$683K +10,643 +821%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$752K +$489K +7,618 +186%
Russell Investments Group
231
Russell Investments Group
United Kingdom
$744K +$744K +11,596 New
PWAP
232
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$494K +7,698 +198%
OAM
233
Oppenheimer Asset Management
New York
$736K +$736K +11,469 New
HT
234
HighTower Trust
Texas
$731K -$898 -14 -0.1%
FAAS
235
First Allied Advisory Services
California
$720K +$192K +2,982 +36%
PVH
236
Psagot Value Holdings
Israel
$717K -$3.12M -48,682 -81%
SH
237
Svenska Handelsbanken
Sweden
$706K -$194K -2,600 -22%
UR
238
USCA RIA
Texas
$702K +$702K +10,940 New
MIM
239
Macroview Investment Management
Maryland
$695K +$695K +10,837 New
SAM
240
Sequent Asset Management
Texas
$673K – – –
VFA
241
Voya Financial Advisors
Connecticut
$673K +$673K +10,533 New
NCM
242
New Capital Management
Texas
$668K +$5.84K +91 +0.9%
WT
243
Whittier Trust
California
$657K – – –
SG
244
Strid Group
Pennsylvania
$652K +$19.9K +310 +3%
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$636K -$1.59M -24,793 -71%
JFG
246
JMG Financial Group
Illinois
$632K – – –
CPO
247
Cerity Partners OCIO
New York
$627K +$79.9K +1,246 +15%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$623K -$191K -2,974 -23%
AL
249
Aspiriant LLC
California
$611K – – –
MBT
250
Montecito Bank & Trust
California
$600K -$2.5K -39 -0.4%
8 9
10
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