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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

401 hedge funds and large institutions have $4.62B invested in iShares MSCI ACWI ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+13
Holders Change %
+3.35%
% of All Funds
8.72%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.78%
New
45
Increased
146
Reduced
141
Closed
30
Calls
$197M
Puts
$17.6M
Net Calls
+$179M
Net Calls Change
+$180M

Top Buyers

1
Barclays
Barclays
United Kingdom
$113M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$101M
3
Wells Fargo
Wells Fargo
California
$261M
4
FMI
Factory Mutual Insurance
Massachusetts
$77.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.6M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$56.1M
2
Ameriprise
Ameriprise
Minnesota
$2.82M
3
HNB
Huntington National Bank
Ohio
$74K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$49M
5
EEP
Edgehill Endowment Partners
Connecticut
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Avondale Wealth Management
Texas
$327K -$28.5K -386 -8%
RG
302
Rikoon Group
New Mexico
$326K – – –
HW
303
Hancock Whitney
Mississippi
$321K -$3.69K -50 -1%
GVAG
304
Great Valley Advisor Group
Delaware
$317K – – –
CPIG
305
Chicago Partners Investment Group
Illinois
$311K – – –
WA
306
Waverly Advisors
Alabama
$308K – – –
IP
307
Intellectus Partners
California
$306K +$306K +4,157 New
BFA
308
Beaumont Financial Advisors
Massachusetts
$305K +$305K +4,135 New
SS
309
Simplicity Solutions
Minnesota
$298K +$298K +4,043 New
FF
310
Friedenthal Financial
New Jersey
$286K -$5.82K -79 -2%
WA
311
Wealth Architects
California
$279K +$6.04K +82 +2%
CDIA
312
Capital Directions Investment Advisors
Georgia
$268K – – –
ICM
313
Intrepid Capital Management
Florida
$266K +$266K +3,609 New
RSWM
314
Robertson Stephens Wealth Management
California
$264K +$3.24K +44 +1%
VHAM
315
Van Hulzen Asset Management
California
$255K +$255K +3,465 New
BWL
316
Bogart Wealth LLC
Virginia
$254K -$295 -4 -0.1%
BA
317
Ballew Advisors
Mississippi
$247K -$80.2K -1,069 -25%
RPG
318
Resource Planning Group
Georgia
$239K +$1.62K +22 +0.7%
BW
319
Bison Wealth
Georgia
$235K – – –
GC
320
Grimes & Company
Massachusetts
$232K +$232K +3,142 New
SG
321
StoneX Group
New York
$232K +$232K +3,151 New
SSWM
322
Sheets Smith Wealth Management
North Carolina
$229K -$7.74K -105 -3%
CCT
323
Country Club Trust
Missouri
$226K -$306K -4,160 -58%
NFC
324
Northeast Financial Consultants
Connecticut
$226K +$2.65K +36 +1%
MWM
325
Modera Wealth Management
New Jersey
$221K – – –
11 12
13
14 15