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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

319 hedge funds and large institutions have $2.57B invested in iShares MSCI ACWI ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.32%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
45
Increased
109
Reduced
107
Closed
40
Calls
$41.6M
Puts
$37.7M
Net Calls
+$3.86M
Net Calls Change
+$237M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.2M
2
LPL Financial
LPL Financial
California
$28.1M
3
Morgan Stanley
Morgan Stanley
New York
$201M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.4M
5
UBS Group
UBS Group
Switzerland
$57.7M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$391K
2
Citigroup
Citigroup
New York
$4.91M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
AssetMark Inc
AssetMark Inc
California
$50K
5
FTUS
Flow Traders U.S.
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
251
Brewin Dolphin Wealth Management
Ireland
$209K – – –
FC
252
Financial Consulate
Maryland
$208K – – –
M&T Bank
253
M&T Bank
New York
$206K +$206K +2,873 New
CPIG
254
Chicago Partners Investment Group
Illinois
$205K +$107K +1,487 +108%
Simplex Trading
255
Simplex Trading
Illinois
$205K +$205K +2,868 New
TFS
256
TrustCore Financial Services
Tennessee
$202K +$8.54K +119 +4%
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$194K +$134K +1,872 +225%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$186K +$186K +2,601 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$181K -$12.1K -169 -6%
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$175K -$33.5K -467 -16%
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$170K – – –
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$164K -$158K -2,198 -49%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$153K -$9.18M -128,708 -98%
QI
264
QS Investors
New York
$151K +$151K +2,100 New
HWP
265
Hefty Wealth Partners
Indiana
$138K -$2.23K -31 -2%
VFA
266
Valeo Financial Advisors
Indiana
$138K +$18K +252 +15%
SHJ
267
Sharkey, Howes & Javer
Colorado
$131K -$95.1K -1,328 -42%
RCA
268
Rowland Carmichael Advisors
Arizona
$125K -$782K -10,893 -86%
MOS
269
MGO One Seven
Ohio
$115K – – –
LNB
270
Ledyard National Bank
$108K -$57.6K -800 -35%
PFA
271
Pathway Financial Advisors
Vermont
$103K – – –
VCM
272
Virtue Capital Management
Tennessee
$102K -$1.09K -15 -1%
RFWA
273
RPg Family Wealth Advisory
Massachusetts
$99.6K +$574 +8 +0.6%
SWP
274
Stratos Wealth Partners
Ohio
$99K -$4.81K -67 -5%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$92K +$55K +768 +149%
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