ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$494M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Northern Trust
Northern Trust
Illinois
+$130M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$126M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$107M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$993M
2
Bank of America
Bank of America
North Carolina
-$414M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$228M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$140M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
251
TrustCore Financial Services
Tennessee
$1.05M +$28.7K +316 +3%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$1.04M +$187K +2,063 +22%
RJT
253
Raymond James Trust
Florida
$1.04M +$455K +5,021 +78%
PGAM
254
Princeton Global Asset Management
New Jersey
$1.04M +$167K +1,841 +19%
C1AG
255
Client 1st Advisory Group
Florida
$1.03M -$13.2K -143 -1%
2
256
2Xideas
Switzerland
$1M +$1M +11,067 New
DCM
257
Disciplina Capital Management
Tennessee
$999K – – –
CIA
258
Capital Investment Advisors
Georgia
$978K -$11.5K -127 -1%
NCM
259
New Capital Management
Texas
$976K +$8.44K +94 +0.9%
SPC
260
Sigma Planning Corp
Michigan
$971K -$10.1K -111 -1%
CFA
261
Carroll Financial Associates
North Carolina
$969K +$799K +8,816 +471%
BA
262
Bellwether Advisors
Nebraska
$961K +$961K +10,603 New
BAM
263
Berkshire Asset Management
Pennsylvania
$958K +$958K +10,556 New
B
264
Brightworth
Georgia
$940K -$43.8K -483 -4%
MBT
265
Montecito Bank & Trust
California
$936K – – –
BWM
266
BT Wealth Management
Georgia
$920K -$22.4K -247 -2%
FWP
267
FAS Wealth Partners
Kansas
$908K -$887K -9,781 -49%
JFG
268
JMG Financial Group
Illinois
$893K – – –
MCM
269
Magnolia Capital Management
New York
$893K – – –
SFWC
270
Strategic Family Wealth Counselors
New Jersey
$871K +$518K +5,713 +147%
BC
271
Belmont Capital
California
$866K -$88.6K -976 -9%
CIBC World Market
272
CIBC World Market
Ontario, Canada
$862K – – –
NAM
273
North American Management
Massachusetts
$861K +$363 +4 +0%
WFA
274
Wellspring Financial Advisors
Ohio
$861K – – –
CCP
275
Clarkston Capital Partners
Michigan
$848K +$357K +3,932 +73%
9 10
11
12 13