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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.41%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$125M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$81.3M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$54.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.6M
5
SRA
Summit Rock Advisors
New York
$47.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$80.1M
2
Bessemer Group
Bessemer Group
New Jersey
$24.5M
3
UBS Group
UBS Group
Switzerland
$46.2M
4
Morgan Stanley
Morgan Stanley
New York
$224M
5
Goldman Sachs
Goldman Sachs
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
301
Capital Directions Investment Advisors
Georgia
$262K – – –
Truist Financial
302
Truist Financial
North Carolina
$256K +$256K +3,545 New
RSWM
303
Robertson Stephens Wealth Management
California
$255K +$144 +2 +0.1%
WP
304
WealthShield Partners
North Carolina
$253K +$12.3K +171 +5%
BWL
305
Bogart Wealth LLC
Virginia
$249K -$38.8M -537,605 -99%
APA
306
American Portfolios Advisors
New York
$246K +$130K +1,806 +113%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$245K +$158K +2,189 +182%
American Century Companies
308
American Century Companies
Missouri
$242K – – –
RPG
309
Resource Planning Group
Georgia
$233K +$233K +3,225 New
CAL
310
Capital Advisors Ltd
Ohio
$232K – – –
SSWM
311
Sheets Smith Wealth Management
North Carolina
$232K +$72 +1 +0%
BW
312
Bison Wealth
Georgia
$230K – – –
NFC
313
Northeast Financial Consultants
Connecticut
$219K +$219K +3,031 New
Baird Financial Group
314
Baird Financial Group
Wisconsin
$217K -$367K -5,081 -63%
MWM
315
Modera Wealth Management
New Jersey
$216K +$216K +3,000 New
BDWM
316
Brewin Dolphin Wealth Management
Ireland
$210K – – –
FC
317
Financial Consulate
Maryland
$209K -$2.49M -34,501 -92%
FAAS
318
First Allied Advisory Services
California
$208K -$608K -8,350 -75%
LFAS
319
Level Four Advisory Services
Texas
$208K +$208K +2,879 New
CP
320
Covenant Partners
Tennessee
$205K +$205K +2,848 New
CCM
321
Coldstream Capital Management
Washington
$203K +$203K +2,819 New
PP
322
PDS Planning
Ohio
$201K +$201K +2,781 New
CC
323
Cornerstone Capital
California
$201K +$201K +2,786 New
FNC
324
First National Corp
Massachusetts
$189K +$53.2K +739 +39%
ESB
325
Essex Savings Bank
Connecticut
$179K – – –
11 12
13
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