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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.41%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$125M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$81.3M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$54.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.6M
5
SRA
Summit Rock Advisors
New York
$47.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$80.1M
2
Bessemer Group
Bessemer Group
New Jersey
$24.5M
3
UBS Group
UBS Group
Switzerland
$46.2M
4
Morgan Stanley
Morgan Stanley
New York
$224M
5
Goldman Sachs
Goldman Sachs
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
251
Regal Investment Advisors
Michigan
$476K +$9.95K +138 +2%
Creative Planning
252
Creative Planning
Kansas
$462K -$79.8K -1,106 -15%
CFA
253
Carroll Financial Associates
North Carolina
$459K +$32.5K +451 +8%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$451K -$79.4K -1,100 -15%
PWMG
255
Prestige Wealth Management Group
New Jersey
$441K +$47K +652 +12%
WSTAM
256
Wilbanks Smith & Thomas Asset Management
Virginia
$436K +$59.9K +830 +16%
FPS
257
Fieldpoint Private Securities
Connecticut
$433K +$433K +6,000 New
AIC
258
Ameritas Investment Company
Nebraska
$431K +$431K +5,982 New
WAM
259
Weatherly Asset Management
California
$428K -$217K -3,007 -34%
RFWA
260
RPg Family Wealth Advisory
Massachusetts
$423K +$35.5K +492 +9%
KA
261
Kovack Advisors
Florida
$419K -$46.5K -644 -10%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$407K +$348K +4,824 +586%
NWM
263
Northwest Wealth Management
Iowa
$405K +$15.8K +219 +4%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$402K +$183K +1,809 +84%
CIAS
265
Capital Investment Advisory Services
North Carolina
$401K +$19.8K +275 +5%
Simplex Trading
266
Simplex Trading
Illinois
$396K +$396K +5,489 New
MG
267
Mather Group
Illinois
$394K -$1.16M -16,074 -75%
BSAM
268
Blue Sky Asset Management
Colorado
$392K +$118K +1,638 +43%
ACI
269
Alpha Cubed Investments
California
$390K +$390K +5,410 New
BEC
270
Blue Edge Capital
Virginia
$381K -$11.9K -165 -3%
BAMG
271
Brand Asset Management Group
Missouri
$377K -$97.3K -1,348 -21%
GAG
272
GM Advisory Group
New York
$375K +$8.65K +120 +2%
JA
273
JOYN Advisors
Georgia
$375K +$373K +5,174 +19,900%
BPWA
274
Beacon Pointe Wealth Advisors
California
$373K +$373K +5,174 New
GFS
275
GYL Financial Synergies
Connecticut
$362K +$362K +5,023 New
9 10
11
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