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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 %
PA
251
Parallel Advisors
California
$216K 2,993 +49 +2%
PC
252
Port Capital
Illinois
$216K 3,000 +3,000 New
BDWM
253
Brewin Dolphin Wealth Management
Ireland
$210K 2,910 – –
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K 2,906 – –
CIA
255
Choate Investment Advisors
Massachusetts
$209K 2,905 +2,905 New
FC
256
Financial Consulate
Maryland
$209K 2,900 +2,900 New
AIA
257
Arbor Investment Advisors
North Carolina
$207K 2,870 +2,870 New
IP
258
Intellectus Partners
California
$205K 2,846 +2,846 New
CCM
259
Coldstream Capital Management
Washington
$204K 2,830 +2,830 New
BFA
260
Beaumont Financial Advisors
Massachusetts
$202K 2,800 -46,305 -94%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$194K 2,689 +2,689 New
TFS
262
TrustCore Financial Services
Tennessee
$194K 2,697 +2,697 New
BBPWM
263
Blue Bell Private Wealth Management
Pennsylvania
$171K 2,380 – –
LNB
264
Ledyard National Bank
$166K 2,300 – –
RBA
265
Richard Bernstein Advisors
New York
$159K 2,204 +2,139 +3,291%
HFM
266
Harvest Fund Management
China
$146K 2,022 +2,022 New
HWP
267
Hefty Wealth Partners
Indiana
$141K 1,950 -78 -4%
MLIC
268
Mandatum Life Insurance Company
Finland
$135K 1,867 +1,867 New
PSW
269
Portfolio Strategies (Washington)
Washington
$129K 1,790 +1,790 New
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$128K 1,771 +975 +122%
SEIA
271
Signature Estate & Investment Advisors
California
$122K 1,688 +1,688 New
VFA
272
Valeo Financial Advisors
Indiana
$121K 1,675 – –
MOS
273
MGO One Seven
Ohio
$115K 1,600 +1,600 New
SWP
274
Stratos Wealth Partners
Ohio
$104K 1,446 +1,446 New
PFA
275
Pathway Financial Advisors
Vermont
$103K 1,430 +1,430 New
9 10
11
12 13