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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$379M
2
Bank of America
Bank of America
North Carolina
$439M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
UBS Group
UBS Group
Switzerland
$321M
5
Goldman Sachs
Goldman Sachs
New York
$178M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
2
HNB
Huntington National Bank
Ohio
$45.5M
3
Citigroup
Citigroup
New York
$3.32M
4
QIM
Quantitative Investment Management
Virginia
$0
5
SRA
Summit Rock Advisors
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
326
Private Capital Group
Connecticut
$162K +$162K +2,523 New
ESB
327
Essex Savings Bank
Connecticut
$159K +$159K +2,480 New
CFN
328
Cordasco Financial Network
Florida
$154K +$154K +2,397 New
LWA
329
Lenox Wealth Advisors
New York
$151K +$140K +2,193 +1,305%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$139K +$84.7K +1,320 +156%
MWC
331
MKD Wealth Coaches
Michigan
$132K +$132K +2,057 New
AIA
332
Arcadia Investment Advisors
Idaho
$122K +$122K +1,907 New
FNC
333
First National Corp
Massachusetts
$121K +$121K +1,885 New
SQA
334
Simon Quick Advisors
New Jersey
$120K +$120K +1,873 New
MCM
335
MV Capital Management
Maryland
$115K +$115K +1,797 New
SWM
336
SeaCrest Wealth Management
New York
$103K -$219K -3,400 -68%
APA
337
American Portfolios Advisors
New York
$102K -$2.57K -40 -2%
MOS
338
MGO One Seven
Ohio
$102K +$102K +1,600 New
LNB
339
Ledyard National Bank
$96K – – –
HS
340
Horan Securities
United States
$92K +$71K +1,075 +339%
TL
341
TrueWealth LLC
Georgia
$83K +$703 +11 +0.9%
VNA
342
Valley National Advisers
Pennsylvania
$82K +$31.1K +484 +61%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$77K +$15.4K +241 +25%
TIM
344
Tortoise Investment Management
New York
$68K +$1.16K +18 +2%
CA
345
Claro Advisors
Massachusetts
$68K +$68K +918 New
CC
346
Cassaday & Co
Virginia
$65K +$65K +1,006 New
CBT
347
Capital Bank & Trust
California
$64K +$64K +1,000 New
IA
348
IFP Advisors
Florida
$63K +$36.8K +578 +140%
BCI
349
Brinker Capital Investments
Pennsylvania
$63K +$63K +985 New
FHA
350
First Horizon Advisors
Tennessee
$59K -$37.8K -590 -39%
12 13
14
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