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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$379M
2
Bank of America
Bank of America
North Carolina
$439M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
UBS Group
UBS Group
Switzerland
$321M
5
Goldman Sachs
Goldman Sachs
New York
$178M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
2
HNB
Huntington National Bank
Ohio
$45.5M
3
Citigroup
Citigroup
New York
$3.32M
4
QIM
Quantitative Investment Management
Virginia
$0
5
SRA
Summit Rock Advisors
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
WestEnd Advisors
North Carolina
$440K +$440K +6,854 New
MA
277
Mutual Advisors
Nebraska
$433K -$595K -9,269 -58%
SHJ
278
Sharkey, Howes & Javer
Colorado
$425K +$317K +4,939 +292%
BAMG
279
Brand Asset Management Group
Missouri
$422K +$706 +11 +0.2%
RIA
280
Regal Investment Advisors
Michigan
$415K +$31.2K +486 +8%
KA
281
Kovack Advisors
Florida
$414K -$6.03K -94 -1%
CPIG
282
Chicago Partners Investment Group
Illinois
$413K +$181K +2,711 +78%
SBAM
283
Santa Barbara Asset Management
California
$413K +$413K +6,439 New
CFA
284
Carroll Financial Associates
North Carolina
$387K +$314K +4,800 +431%
JRP
285
Jasper Ridge Partners
California
$381K +$3.53K +55 +0.9%
PWMG
286
Prestige Wealth Management Group
New Jersey
$351K +$351K +5,467 New
BEC
287
Blue Edge Capital
Virginia
$349K -$68.1K -1,062 -16%
NWM
288
Northwest Wealth Management
Iowa
$346K -$4.3K -67 -1%
RFWA
289
RPg Family Wealth Advisory
Massachusetts
$345K -$68.3K -1,064 -17%
3AM
290
3EDGE Asset Management
Florida
$344K +$30K +468 +10%
CIAS
291
Capital Investment Advisory Services
North Carolina
$339K +$339K +5,287 New
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$335K +$335K +5,220 New
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$334K -$48.5K -757 -13%
BCM
294
Bienville Capital Management
New York
$328K +$328K +5,108 New
GAG
295
GM Advisory Group
New York
$326K -$382K -5,950 -54%
EVM
296
Eaton Vance Management
Massachusetts
$322K – – –
PC
297
Port Capital
Illinois
$321K +$128K +2,000 +67%
AWM
298
Avondale Wealth Management
Texas
$309K +$309K +4,814 New
BA
299
Ballew Advisors
Mississippi
$308K -$18.6K -270 -6%
CIA
300
Choate Investment Advisors
Massachusetts
$302K -$857K -13,350 -74%
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