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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

561 hedge funds and large institutions have $9.48B invested in iShares MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+51
Holders Change %
+10%
% of All Funds
8.66%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.71%
New
89
Increased
211
Reduced
153
Closed
30
Calls
$663M
Puts
$572M
Net Calls
+$91.8M
Net Calls Change
+$15.5M

Top Buyers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$353M
2
BlackRock
BlackRock
New York
+$216M
3
CGPCS
Capital Group Private Client Services
California
+$147M
4
CPCM
Cornerstone Partners Capital Management
Virginia
+$143M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$122M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$296M
2
Bank of America
Bank of America
North Carolina
-$296M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
JHCM
Juniper Hill Capital Management
California
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
ACG Wealth
Georgia
$926K – – –
SPIO
302
Seven Post Investment Office
California
$908K – – –
OBWP
303
O'Brien Wealth Partners
Massachusetts
$906K -$625K -6,156 -41%
PFA
304
Peak Financial Advisors
Colorado
$878K -$10.2K -96 -1%
BC
305
Belmont Capital
California
$859K – – –
MG
306
Mather Group
Illinois
$854K -$90K -851 -10%
ASN
307
Advisory Services Network
Georgia
$843K +$39.6K +374 +5%
IA
308
IFP Advisors
Florida
$842K +$529 +5 +0.1%
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$832K -$99.2K -937 -11%
MFG
310
Merit Financial Group
Georgia
$830K +$830K +7,848 New
VFA
311
Valeo Financial Advisors
Indiana
$812K +$59K +558 +8%
WT
312
Whittier Trust
California
$806K – – –
ACA
313
Anchor Capital Advisors
Massachusetts
$800K -$50.2K -475 -6%
GFG
314
Greystone Financial Group
Michigan
$800K +$165K +1,564 +26%
DY
315
Dowling & Yahnke
California
$797K – – –
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$791K +$5.29K +50 +0.7%
BA
317
Bridgewater Advisors
New York
$791K +$60.3K +570 +8%
CB
318
Commerce Bank
Missouri
$789K – – –
MIM
319
Macroview Investment Management
Maryland
$786K +$1.27K +12 +0.2%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$782K +$356K +3,365 +84%
RTS
321
Round Table Services
New Jersey
$782K +$497K +4,701 +175%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$778K +$741 +7 +0.1%
MA
323
Modus Advisors
Minnesota
$768K – – –
GI
324
Glovista Investments
New Jersey
$762K -$106K -1,000 -12%
WA
325
Wealth Architects
California
$753K +$952 +9 +0.1%
11 12
13
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