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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

561 hedge funds and large institutions have $9.48B invested in iShares MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+51
Holders Change %
+10%
% of All Funds
8.66%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.71%
New
89
Increased
211
Reduced
153
Closed
30
Calls
$663M
Puts
$572M
Net Calls
+$91.8M
Net Calls Change
+$15.5M

Top Buyers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$353M
2
BlackRock
BlackRock
New York
$226M
3
CGPCS
Capital Group Private Client Services
California
$147M
4
CPCM
Cornerstone Partners Capital Management
Virginia
$200M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$280M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$14.5M
2
Bank of America
Bank of America
North Carolina
$245M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.44M
4
Morgan Stanley
Morgan Stanley
New York
$395M
5
JHCM
Juniper Hill Capital Management
California
$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$2.25M -$1.24M -11,683 -35%
HA
227
HYA Advisors
Missouri
$2.2M -$33.5K -317 -2%
HCC
228
Hirtle Callaghan & Co
Pennsylvania
$2.14M +$1.91M +18,071 +850%
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$2.09M -$5.2M -49,101 -71%
CLOS
230
Compagnie Lombard Odier SCmA
Switzerland
$2.09M – – –
RFP
231
Roth Financial Partners
Texas
$2.03M -$7.62K -72 -0.4%
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
$2.02M -$678K -6,409 -25%
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.99M -$9.1K -86 -0.5%
AR
234
Apeiron RIA
Texas
$1.97M +$1.97M +18,654 New
William Blair & Company
235
William Blair & Company
Illinois
$1.97M -$48.7K -460 -2%
ASW
236
Astoria Strategic Wealth
Texas
$1.93M – – –
Creative Planning
237
Creative Planning
Kansas
$1.88M -$163K -1,545 -8%
KIA
238
KCM Investment Advisors
California
$1.88M – – –
IFAM
239
Institutional & Family Asset Management
Colorado
$1.88M – – –
CPW
240
Catalyst Private Wealth
California
$1.82M +$559K +5,279 +44%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$1.8M -$306K -2,890 -15%
AAS
242
Ameritas Advisory Services
Nebraska
$1.8M +$1.8M +16,981 New
SFG
243
StrategIQ Financial Group
Indiana
$1.76M -$17.7K -167 -1%
SEI Investments
244
SEI Investments
Pennsylvania
$1.73M +$387K +3,652 +29%
GF
245
Gries Financial
Ohio
$1.71M +$1.71M +16,156 New
PWAG
246
Polaris Wealth Advisory Group
California
$1.71M +$94.6K +894 +6%
BDWM
247
Brewin Dolphin Wealth Management
Ireland
$1.68M -$159K -1,500 -9%
AWE
248
Avidian Wealth Enterprises
Texas
$1.68M +$79.6K +753 +5%
TFS
249
TrustCore Financial Services
Tennessee
$1.67M +$269K +2,540 +19%
RBA
250
Richard Bernstein Advisors
New York
$1.62M +$1.62M +15,272 New
8 9
10
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