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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

448 hedge funds and large institutions have $5.93B invested in iShares MSCI ACWI ETF in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-17
Holders Change %
-3.66%
% of All Funds
9.9%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.1%
New
70
Increased
148
Reduced
167
Closed
80
Calls
$99.5M
Puts
$178M
Net Calls
-$78.7M
Net Calls Change
-$9.8M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$816M
2
Bessemer Group
2
Bessemer Group
New Jersey
$711M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$553M
4
CS
4
Credit Suisse
Switzerland
$222M
5
Barclays
5
Barclays
United Kingdom
$211M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.2M
5
MAP
5
Moody Aldrich Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
226
Accurate Investment Solutions
Pennsylvania
$1.11M +$754K +12,054 +211%
SFG
227
StrategIQ Financial Group
Indiana
$1.08M +$169K +2,702 +19%
HCMT
228
Highland Capital Management (Tennessee)
Tennessee
$1.06M -$103K -1,650 -9%
CPO
229
Cerity Partners OCIO
New York
$1.04M +$49.8K +795 +5%
MCIA
230
Mountain Capital Investment Advisors
Colorado
$1.04M +$1.04M +15,691 New
CI
231
Cambiar Investors
Colorado
$1.04M +$681K +10,882 +190%
SPIO
232
Seven Post Investment Office
California
$1.03M +$1.03M +16,521 New
TFS
233
TrustCore Financial Services
Tennessee
$1.02M +$249K +3,977 +32%
Nomura Asset Management
234
Nomura Asset Management
Japan
$1.01M -$1.99M -31,730 -66%
FLPIM
235
F.L. Putnam Investment Management
Massachusetts
$993K +$993K +15,866 New
JRP
236
Jasper Ridge Partners
California
$986K – – –
FT
237
Fiduciary Trust
Massachusetts
$979K +$46.9K +750 +5%
CAM
238
Concorde Asset Management
Michigan
$977K +$183K +2,924 +23%
SFWC
239
Strategic Family Wealth Counselors
New Jersey
$957K +$780K +12,467 +440%
ACS
240
Archford Capital Strategies
Illinois
$955K +$452K +7,225 +90%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$927K +$273K +4,575 +42%
Wolverine Trading
242
Wolverine Trading
Illinois
$924K +$924K +14,664 New
HTC
243
Haverford Trust Company
Pennsylvania
$907K – – –
CWA
244
Clarus Wealth Advisors
Arizona
$896K -$104K -1,726 -10%
DJSG
245
D.J. St. Germain
Massachusetts
$889K – – –
SFC
246
SYM Financial Corp
Indiana
$886K +$99.6K +1,593 +13%
HA
247
HYA Advisors
Missouri
$858K +$117K +1,870 +16%
AL
248
Aspiriant LLC
California
$842K +$399K +6,374 +90%
IFAM
249
Institutional & Family Asset Management
Colorado
$838K – – –
Creative Planning
250
Creative Planning
Kansas
$832K +$208K +3,321 +33%
8 9
10
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