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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in iShares MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 179 increasing their positions, 178 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
9.04%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
0.89%
New
39
Increased
179
Reduced
178
Closed
23
Calls
$181M
Puts
$136M
Net Calls
+$45.1M
Net Calls Change
-$14.2M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$233M
2
UBS Group
UBS Group
Switzerland
+$228M
3
CA
Capitolis Advisors
New York
+$168M
4
Goldman Sachs
Goldman Sachs
New York
+$121M
5
Jane Street
Jane Street
New York
+$105M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$441M
2
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$140M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$101M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98.4M
5
MGB
Mass General Brigham
Massachusetts
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
301
Cape Ann Savings Bank
Massachusetts
$703K – – –
BFG
302
Barber Financial Group
Kansas
$702K -$312K -3,088 -31%
BA
303
Bridgewater Advisors
New York
$689K +$689K +6,808 New
MCWS
304
McKinley Carter Wealth Services
West Virginia
$687K +$14K +138 +2%
KAH
305
Kathryn A. Hall
$686K – – –
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$681K -$63.4K -626 -9%
JIC
307
Johnson Investment Counsel
Ohio
$681K +$17.8K +176 +3%
ERWM
308
Elk River Wealth Management
Colorado
$680K – – –
FWP
309
FAS Wealth Partners
Kansas
$667K -$330K -3,257 -33%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$657K -$101 -1 -0%
PFA
311
Pure Financial Advisors
California
$655K +$118K +1,169 +22%
MWM
312
Madison Wealth Management
Ohio
$641K +$219K +2,165 +52%
RA
313
RFG Advisory
Alabama
$638K -$38.2K -378 -6%
GFG
314
Greystone Financial Group
Michigan
$629K +$73.3K +724 +13%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$628K +$22.5K +222 +4%
NFG
316
Nations Financial Group
Iowa
$620K +$2.43K +24 +0.4%
NGA
317
Naples Global Advisors
Florida
$604K – – –
HWM
318
Hemington Wealth Management
Virginia
$598K -$7.8K -77 -1%
FPS
319
Fieldpoint Private Securities
Connecticut
$598K – – –
AIM
320
Alhambra Investment Management
Florida
$597K +$4.15K +41 +0.7%
5L
321
55I LLC
Massachusetts
$593K +$370K +3,656 +166%
LJAC
322
L.J. Altfest & Co
New York
$591K +$910 +9 +0.2%
NPF
323
Norris Perne & French
Michigan
$589K -$67.1K -663 -10%
AWM
324
Activest Wealth Management
Florida
$588K +$588K +5,809 New
PWM
325
Perigon Wealth Management
California
$579K – – –
11 12
13
14 15