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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

401 hedge funds and large institutions have $4.62B invested in iShares MSCI ACWI ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+13
Holders Change %
+3.35%
% of All Funds
8.72%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.78%
New
45
Increased
146
Reduced
141
Closed
30
Calls
$197M
Puts
$17.6M
Net Calls
+$179M
Net Calls Change
+$180M

Top Buyers

1
Barclays
Barclays
United Kingdom
$113M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$101M
3
Wells Fargo
Wells Fargo
California
$261M
4
FMI
Factory Mutual Insurance
Massachusetts
$77.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.6M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$56.1M
2
Ameriprise
Ameriprise
Minnesota
$2.82M
3
HNB
Huntington National Bank
Ohio
$74K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$49M
5
EEP
Edgehill Endowment Partners
Connecticut
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
251
Price Wealth
Texas
$594K +$7.23K +98 +1%
CG
252
Colony Group
Massachusetts
$587K -$67.8K -919 -10%
BSW
253
Buckingham Strategic Wealth
Missouri
$581K -$291K -3,944 -33%
ANTB
254
AMG National Trust Bank
Colorado
$562K – – –
CWM
255
Circle Wealth Management
New Jersey
$561K +$2.65K +36 +0.5%
DY
256
Dowling & Yahnke
California
$556K – – –
KAH
257
Kathryn A. Hall
$549K – – –
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$545K -$49.1K -666 -8%
RFO
259
RiverGlades Family Offices
Florida
$542K -$723K -9,808 -57%
GG
260
Gofen & Glossberg
Illinois
$530K – – –
GC
261
Garde Capital
Washington
$529K +$2.95K +40 +0.6%
CMP
262
Courage Miller Partners
Virginia
$523K -$11.3K -153 -2%
CIAS
263
Capital Investment Advisory Services
North Carolina
$514K +$99.9K +1,342 +24%
RIA
264
Regal Investment Advisors
Michigan
$511K +$24.6K +334 +5%
NGA
265
Naples Global Advisors
Florida
$506K -$22.1K -300 -4%
PP
266
PagnatoKarp Partners
Virginia
$500K -$99.7K -1,352 -17%
Creative Planning
267
Creative Planning
Kansas
$488K +$15.8K +215 +3%
VOYA Investment Management
268
VOYA Investment Management
Georgia
$477K +$477K +6,470 New
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$461K – – –
MIA
270
MainStreet Investment Advisors
Illinois
$461K +$461K +6,250 New
KA
271
Kovack Advisors
Florida
$446K +$18.2K +247 +4%
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$442K -$2.8K -38 -0.6%
FPS
273
Fieldpoint Private Securities
Connecticut
$442K – – –
GT
274
Greenleaf Trust
Michigan
$439K +$156K +2,113 +55%
NWM
275
Northwest Wealth Management
Iowa
$435K +$21.7K +295 +5%
9 10
11
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