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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$494M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Northern Trust
Northern Trust
Illinois
+$130M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$126M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$107M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$993M
2
Bank of America
Bank of America
North Carolina
-$414M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$228M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$140M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
301
Courage Miller Partners
Virginia
$644K – – –
WA
302
Wealth Architects
California
$643K -$51.3K -565 -7%
GG
303
Gofen & Glossberg
Illinois
$635K – – –
WT
304
Whittier Trust
California
$630K -$4.08K -45 -0.6%
CASB
305
Cape Ann Savings Bank
Massachusetts
$630K +$630K +6,947 New
RA
306
RFG Advisory
Alabama
$619K -$248K -2,649 -29%
KAH
307
Kathryn A. Hall
$615K – – –
VAS
308
Vestmark Advisory Solutions
Massachusetts
$602K +$602K +6,635 New
SPIA
309
Steward Partners Investment Advisory
New York
$598K -$54.1K -597 -8%
FLPIM
310
F.L. Putnam Investment Management
Massachusetts
$597K -$764K -8,427 -56%
BAAM
311
Baker Avenue Asset Management
California
$597K -$209K -2,310 -26%
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$596K +$28.1K +309 +5%
CAN
313
Cetera Advisor Networks
California
$592K – – –
ACS
314
Archford Capital Strategies
Illinois
$582K – – –
FPS
315
Fieldpoint Private Securities
Connecticut
$580K – – –
BWFA
316
Baltimore-Washington Financial Advisors
Maryland
$572K – – –
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$567K -$2.81K -31 -0.5%
NFG
318
Nations Financial Group
Iowa
$553K +$2.45K +27 +0.4%
QTM
319
qPULA Trading Management
New York
$553K +$553K +6,100 New
CI
320
Cambiar Investors
Colorado
$551K +$264K +2,910 +92%
NGA
321
Naples Global Advisors
Florida
$547K -$13.6K -150 -2%
TCM
322
Twele Capital Management
Minnesota
$544K – – –
HWM
323
Hemington Wealth Management
Virginia
$541K +$541K +5,964 New
LJAC
324
L.J. Altfest & Co
New York
$529K -$21.3K -235 -4%
IFS
325
Ifrah Financial Services
Arkansas
$528K -$13.9K -153 -3%
11 12
13
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