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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

443 hedge funds and large institutions have $6.64B invested in iShares MSCI ACWI ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 190 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+4
Holders Change %
+0.91%
% of All Funds
8.96%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.67%
New
42
Increased
109
Reduced
190
Closed
32
Calls
$236M
Puts
$55.1M
Net Calls
+$181M
Net Calls Change
+$101M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$440M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$271M
3
UBS Group
UBS Group
Switzerland
+$245M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$132M
5
Bank of America
Bank of America
North Carolina
+$98M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$769M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$368M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$150M
4
ACA
Anchor Capital Advisors
Massachusetts
-$93.5M
5
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
-$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
251
BT Wealth Management
Georgia
$830K -$582K -7,281 -41%
MBT
252
Montecito Bank & Trust
California
$824K -$160 -2 -0%
JFG
253
JMG Financial Group
Illinois
$787K – – –
MCM
254
Magnolia Capital Management
New York
$787K – – –
BL
255
Balentine LLC
Georgia
$776K -$3.2K -40 -0.4%
PGAM
256
Princeton Global Asset Management
New Jersey
$767K -$110K -1,370 -12%
CS
257
Credit Suisse
Switzerland
$766K -$1.7M -21,188 -69%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$760K -$879 -11 -0.1%
WFA
259
Wellspring Financial Advisors
Ohio
$759K – – –
NAM
260
North American Management
Massachusetts
$758K +$3.36K +42 +0.4%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$752K -$333K -4,171 -31%
RA
262
RFG Advisory
Alabama
$741K -$1.87M -23,348 -72%
JRP
263
Jasper Ridge Partners
California
$739K -$39.6K -495 -5%
LNWWM
264
Laird Norton Wetherby Wealth Management
California
$727K -$238K -2,976 -25%
SHJ
265
Sharkey, Howes & Javer
Colorado
$713K +$88.9K +1,112 +14%
BAAM
266
Baker Avenue Asset Management
California
$711K -$384K -4,812 -35%
DZ Bank
267
DZ Bank
Germany
$696K +$315K +3,948 +83%
NWM
268
Northwest Wealth Management
Iowa
$659K -$6.23K -78 -0.9%
LC
269
Lavaca Capital
Texas
$642K +$642K +8,039 New
IA
270
IFP Advisors
Florida
$628K +$126K +1,576 +25%
RC
271
Rinet Company
Massachusetts
$627K +$959 +12 +0.2%
AL
272
Aspiriant LLC
California
$621K – – –
WA
273
Wealth Architects
California
$611K – – –
PWLP
274
Prio Wealth Limited Partnership
Massachusetts
$603K – – –
DY
275
Dowling & Yahnke
California
$602K – – –
9 10
11
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