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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9.02%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
2
Bank of America
Bank of America
North Carolina
$328M
3
Barclays
Barclays
United Kingdom
$416M
4
AllianceBernstein
AllianceBernstein
Tennessee
$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$13.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$368M
3
CS
Credit Suisse
Switzerland
$2.27M
4
PPA
Parametric Portfolio Associates
Washington
$2.77M
5
UBS Group
UBS Group
Switzerland
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
276
Aspiriant LLC
California
$572K -$419K -5,683 -42%
CFG
277
Cooper Financial Group
California
$571K -$27.1M -368,262 -98%
TA
278
TCG Advisors
Texas
$566K +$566K +7,671 New
WA
279
Wealth Architects
California
$564K +$94.9K +1,287 +20%
PWLP
280
Prio Wealth Limited Partnership
Massachusetts
$557K -$148K -2,000 -21%
DY
281
Dowling & Yahnke
California
$556K – – –
AIC
282
Ameritas Investment Company
Nebraska
$550K +$48.9K +663 +10%
MA
283
Modus Advisors
Minnesota
$535K – – –
BFG
284
Barber Financial Group
Kansas
$527K +$527K +7,152 New
CMP
285
Courage Miller Partners
Virginia
$523K – – –
GG
286
Gofen & Glossberg
Illinois
$516K -$11.1K -150 -2%
KAH
287
Kathryn A. Hall
$500K – – –
VFA
288
Valeo Financial Advisors
Indiana
$489K +$8.19K +111 +2%
SG
289
Strid Group
Pennsylvania
$488K -$40.9K -555 -8%
KPW
290
Kore Private Wealth
New York
$486K -$466K -6,336 -49%
OPS
291
Orion Portfolio Solutions
Nebraska
$482K -$77.9K -1,058 -14%
CAN
292
Cetera Advisor Networks
California
$481K -$112K -1,525 -19%
FPS
293
Fieldpoint Private Securities
Connecticut
$471K – – –
NGA
294
Naples Global Advisors
Florida
$467K +$5.9K +80 +1%
BWFA
295
Baltimore-Washington Financial Advisors
Maryland
$465K +$736 +10 +0.2%
IA
296
IFP Advisors
Florida
$462K +$113K +1,536 +32%
ACS
297
Archford Capital Strategies
Illinois
$459K -$666K -9,032 -59%
BSAM
298
Blue Sky Asset Management
Colorado
$454K -$36K -489 -7%
IFS
299
Ifrah Financial Services
Arkansas
$445K -$9.36K -127 -2%
PW
300
Price Wealth
Texas
$445K +$3.69K +50 +0.8%
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