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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.2M
2
LPL Financial
LPL Financial
California
$28.1M
3
Morgan Stanley
Morgan Stanley
New York
$201M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.4M
5
UBS Group
UBS Group
Switzerland
$57.7M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$391K
2
Citigroup
Citigroup
New York
$4.91M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
AssetMark Inc
AssetMark Inc
California
$50K
5
FTUS
Flow Traders U.S.
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
301
TrueWealth LLC
Georgia
$9K – – –
CIR
302
Clear Investment Research
Georgia
$9K +$73 +1 +0.8%
Manulife (Manufacturers Life Insurance)
303
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$8K +111 New
BCI
304
Brinker Capital Investments
Pennsylvania
$7K -$11.2M -159,564 -100%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +100 New
RBA
307
Richard Bernstein Advisors
New York
$5K -$165K -2,139 -97%
IIC
308
Integrated Investment Consultants
Michigan
$5K +$5K +74 New
BCP
309
Blackhawk Capital Partners
Wisconsin
$4K – – –
AWM
310
Avior Wealth Management
Nebraska
$4K – – –
OFW
311
Omnia Family Wealth
Florida
$3K – – –
AIP
312
Ameritas Investment Partners
Nebraska
$3K +$818 +15 +38%
TWA
313
TCI Wealth Advisors
Arizona
$3K +$3K +37 New
LFG
314
LifePlan Financial Group
Ohio
$3K +$3K +43 New
FWM
315
Focused Wealth Management
New York
$2K +$727 +12 +57%
PCM
316
Peak Capital Management
Colorado
$2K +$2K +24 New
OWA
317
One Wealth Advisors
California
$1K – – –
AIL
318
AGF Investments LLC
Ontario, Canada
$1K +$1K +11 New
JPMPWA
319
J.P. Morgan Private Wealth Advisors
California
– -$127M -1,756,962 Closed
BM
320
Brandywine Managers
Delaware
– -$54.9M -761,900 Closed
AR
321
Advisory Research
Illinois
– -$28.3M -392,625 Closed
SCA
322
Stuart Chaussee & Associates
California
– -$25.3M -350,690 Closed
QIM
323
Quantitative Investment Management
Virginia
– -$7.49M -103,900 Closed
CAM
324
Cidel Asset Management
Ontario, Canada
– -$2.52M -34,900 Closed
OSAM
325
O'Shaughnessy Asset Management
Connecticut
– -$2M -27,667 Closed
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