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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
317
Holders Change
+70
Holders Change %
+28.34%
% of All Funds
7.2%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
90
Increased
115
Reduced
71
Closed
15
Calls
$2.37M
Puts
$236M
Net Calls
-$233M
Net Calls Change
-$238M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$113M
2
BlackRock
2
BlackRock
New York
$113M
3
Citigroup
3
Citigroup
New York
$163M
4
Morgan Stanley
4
Morgan Stanley
New York
$183M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$294K
2
QIM
2
Quantitative Investment Management
Virginia
$7.49M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.43M
5
AL
5
Aspiriant LLC
California
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
276
Virtue Capital Management
Tennessee
$102K 1,419 +1,419 New
RFWA
277
RPg Family Wealth Advisory
Massachusetts
$99.6K 1,381 – –
CPIG
278
Chicago Partners Investment Group
Illinois
$99K 1,375 – –
BTIS
279
BB&T Investment Services
North Carolina
$98K 1,362 – –
APA
280
American Portfolios Advisors
New York
$74.6K 1,035 +1,035 New
AIP
281
Ameritas Investment Partners
Nebraska
$70K 40 -3 -7%
AFNAS
282
American Financial Network Advisory Services
California
$65K 900 – –
PWM
283
Paulson Wealth Management
Illinois
$64K 892 +892 New
WAM
284
Wealthspire Advisors (Maryland)
Maryland
$60K 832 +146 +21%
WAS
285
Winch Advisory Services
Wisconsin
$58K 808 +399 +98%
VNA
286
Valley National Advisers
Pennsylvania
$57K 794 +794 New
CMO
287
Covenant Multifamily Offices
Texas
$55K 769 +769 New
TIM
288
Tortoise Investment Management
New York
$50K 690 +13 +2%
MMG
289
Monetary Management Group
Missouri
$48K 670 +670 New
FM
290
Forward Management
California
$45K 623 +623 New
JCM
291
Jacobi Capital Management
Pennsylvania
$42K 562 +2 +0.4%
BRC
292
Bell Rock Capital
Delaware
$42K 579 +579 New
GRP
293
Global Retirement Partners
California
$37K 514 +147 +40%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$37K 517 +192 +59%
SWP
295
Strategic Wealth Partners
Ohio
$36K 500 +500 New
RWA
296
Ropes Wealth Advisors
Massachusetts
$25K 352 -18 -5%
1IA
297
1834 Investment Advisors
Wisconsin
$25K 345 +345 New
JWA
298
JFS Wealth Advisors
Pennsylvania
$25K 351 +351 New
HS
299
Horan Securities
United States
$19K 257 – –
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$19K 257 – –
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