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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

448 hedge funds and large institutions have $5.93B invested in iShares MSCI ACWI ETF in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-17
Holders Change %
-3.66%
% of All Funds
9.9%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.1%
New
70
Increased
148
Reduced
167
Closed
80
Calls
$99.5M
Puts
$178M
Net Calls
-$78.7M
Net Calls Change
-$9.8M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$816M
2
Bessemer Group
2
Bessemer Group
New Jersey
$711M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$553M
4
CS
4
Credit Suisse
Switzerland
$222M
5
Barclays
5
Barclays
United Kingdom
$211M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.2M
5
MAP
5
Moody Aldrich Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$451K -$416K -6,644 -48%
SG
302
Strid Group
Pennsylvania
$449K -$189K -3,022 -30%
GG
303
Gofen & Glossberg
Illinois
$447K – – –
CMP
304
Courage Miller Partners
Virginia
$444K – – –
ACP
305
Aveo Capital Partners
Colorado
$443K -$383K -6,122 -46%
VFA
306
Valeo Financial Advisors
Indiana
$432K +$58.3K +879 +16%
KAH
307
Kathryn A. Hall
$424K – – –
AIC
308
Ameritas Investment Company
Nebraska
$424K +$31.1K +498 +8%
BSAM
309
Blue Sky Asset Management
Colorado
$416K -$4.32M -69,170 -91%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
FPS
311
Fieldpoint Private Securities
Connecticut
$400K – – –
WA
312
Wealth Architects
California
$398K +$203K +3,237 +104%
BWFA
313
Baltimore-Washington Financial Advisors
Maryland
$394K +$394K +6,306 New
NGA
314
Naples Global Advisors
Florida
$391K -$25.3K -405 -6%
GC
315
Garde Capital
Washington
$390K -$61.5K -982 -14%
IFS
316
Ifrah Financial Services
Arkansas
$386K +$386K +6,164 New
PW
317
Price Wealth
Texas
$375K -$135K -2,157 -26%
RC
318
Rovin Capital
Arizona
$374K -$3.87K -57 -1%
PP
319
PagnatoKarp Partners
Virginia
$363K -$26.7K -426 -7%
BIAS
320
Beacon Investment Advisory Services
New Jersey
$361K -$7.88K -126 -2%
M&T Bank
321
M&T Bank
New York
$360K +$360K +5,748 New
FMBTD
322
First Midwest Bank Trust Division
Illinois
$346K -$167K -2,660 -32%
APA
323
American Portfolios Advisors
New York
$338K +$35.2K +563 +12%
WP
324
WealthShield Partners
North Carolina
$336K +$59.2K +945 +21%
CWM
325
Circle Wealth Management
New Jersey
$333K -$146K -2,329 -30%
11 12
13
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