ACWI icon

iShares MSCI ACWI ETF

319 hedge funds and large institutions have $2.57B invested in iShares MSCI ACWI ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.32%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
45
Increased
109
Reduced
107
Closed
40
Calls
$41.6M
Puts
$37.7M
Net Calls
+$3.86M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Shares
Change %
BRC
276
Bell Rock Capital
Delaware
$88K +$46.2K +640 +111%
WF
277
WealthTrust Fairport
Ohio
$87K -$205K -2,850 -70%
CFA
278
Carroll Financial Associates
North Carolina
$78K -$223K -3,140 -74%
APA
279
American Portfolios Advisors
New York
$74.2K
LYV
280
Live Your Vision
Pennsylvania
$73K +$73K +1,000 New
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$71K +$54.3K +772 +326%
EA
282
Efficient Advisors
Ohio
$71K +$71K +992 New
AC
283
Avestar Capital
New York
$61K -$237K -3,339 -80%
VNA
284
Valley National Advisers
Pennsylvania
$57K
MMG
285
Monetary Management Group
Missouri
$54K +$5.76K +80 +12%
S
286
SignatureFD
Georgia
$51K +$51K +714 New
AssetMark Inc
287
AssetMark Inc
California
$50K -$112M -1,570,741 -100%
TIM
288
Tortoise Investment Management
New York
$49K
BWA
289
BDO Wealth Advisors
Florida
$44K +$44K +617 New
JCM
290
Jacobi Capital Management
Pennsylvania
$40K
GRP
291
Global Retirement Partners
California
$39K +$2.49K +35 +7%
SWP
292
Strategic Wealth Partners
Ohio
$36K
RWA
293
Ropes Wealth Advisors
Massachusetts
$25K
1IA
294
1834 Investment Advisors
Wisconsin
$24K -$570 -8 -2%
TRCT
295
Tower Research Capital (TRC)
New York
$21K +$11.2K +154 +113%
HS
296
Horan Securities
United States
$19K
RFC
297
Regions Financial Corp
Alabama
$17K +$17K +233 New
WTC
298
WhitTier Trust Company
Nevada
$13K
LWA
299
Lenox Wealth Advisors
New York
$12K
WWM
300
Willingdon Wealth Management
North Carolina
$10K