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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.41%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$110M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$81.3M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$54.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$37.6M
5
SRA
Summit Rock Advisors
New York
+$36.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$414M
2
Bessemer Group
Bessemer Group
New Jersey
-$402M
3
UBS Group
UBS Group
Switzerland
-$315M
4
Morgan Stanley
Morgan Stanley
New York
-$282M
5
Goldman Sachs
Goldman Sachs
New York
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
326
Lenox Wealth Advisors
New York
$158K -$12.1K -168 -7%
MWC
327
MKD Wealth Coaches
Michigan
$158K +$9.19K +127 +6%
SQA
328
Simon Quick Advisors
New Jersey
$136K +$650 +9 +0.5%
MCM
329
MV Capital Management
Maryland
$130K – – –
CFN
330
Cordasco Financial Network
Florida
$124K -$49.5K -684 -29%
SF
331
Synovus Financial
Georgia
$122K -$8.56M -118,235 -99%
TIM
332
Tortoise Investment Management
New York
$118K +$42.1K +585 +55%
SWM
333
SeaCrest Wealth Management
New York
$115K – – –
HS
334
Horan Securities
United States
$100K – – –
CF
335
Centaurus Financial
California
$99.8K +$20K +1,440 +25%
TL
336
TrueWealth LLC
Georgia
$94K +$72 +1 +0.1%
CBT
337
Capital Bank & Trust
California
$72K – – –
Victory Capital Management
338
Victory Capital Management
Texas
$63K +$26K +363 +70%
AC
339
Avestar Capital
New York
$62K – – –
TRCT
340
Tower Research Capital (TRC)
New York
$61K +$56.5K +781 +1,260%
VNA
341
Valley National Advisers
Pennsylvania
$57K -$34.7K -484 -38%
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$57K -$2.65K -37 -4%
LDFR
343
Lehman & Derafelo Financial Resources
Pennsylvania
$55K +$11.9K +165 +28%
RWA
344
Ropes Wealth Advisors
Massachusetts
$55K +$31.1K +430 +130%
CI
345
CX Institutional
Indiana
$53K -$814K -11,210 -94%
LFASL
346
Lugano Financial Advisors SA (LFA)
Switzerland
$50K – – –
SWP
347
Strategic Wealth Partners
Ohio
$44K -$146 -2 -0.3%
AssetMark Inc
348
AssetMark Inc
California
$43K – – –
WF
349
WealthTrust Fairport
Ohio
$41K – – –
TWA
350
TCI Wealth Advisors
Arizona
$40K -$1.8K -25 -4%
12 13
14
15 16