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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9.02%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
2
Bank of America
Bank of America
North Carolina
$328M
3
Barclays
Barclays
United Kingdom
$416M
4
AllianceBernstein
AllianceBernstein
Tennessee
$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$13.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$368M
3
CS
Credit Suisse
Switzerland
$2.27M
4
PPA
Parametric Portfolio Associates
Washington
$2.77M
5
UBS Group
UBS Group
Switzerland
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Madison Wealth Management
Ohio
$345K +$345K +4,685 New
HIM
327
Hanlon Investment Management
New Jersey
$339K +$40.1K +544 +13%
WA
328
Waverly Advisors
Alabama
$336K – – –
BIAS
329
Beacon Investment Advisory Services
New Jersey
$334K -$91.9K -1,246 -22%
CIA
330
Choate Investment Advisors
Massachusetts
$327K -$47.2K -640 -13%
FMBTD
331
First Midwest Bank Trust Division
Illinois
$314K -$92.4K -1,257 -23%
SWM
332
Sugarloaf Wealth Management
Georgia
$299K -$346K -4,686 -54%
TCWM
333
Total Clarity Wealth Management
Illinois
$296K – – –
PFA
334
Pure Financial Advisors
California
$292K +$33.9K +460 +13%
APG
335
Abacus Planning Group
South Carolina
$282K – – –
TI
336
Trexquant Investment
Connecticut
$281K +$281K +3,811 New
RIA
337
Regal Investment Advisors
Michigan
$280K +$280K +3,797 New
Baird Financial Group
338
Baird Financial Group
Wisconsin
$280K +$280K +3,802 New
BWA
339
BDO Wealth Advisors
Florida
$272K -$94.6K -1,281 -26%
FF
340
Friedenthal Financial
New Jersey
$271K -$9.06K -123 -3%
BA
341
Ballew Advisors
Mississippi
$270K -$14.3K -190 -5%
RSWM
342
Robertson Stephens Wealth Management
California
$269K -$420K -5,715 -61%
SWP
343
Summit Wealth Partners
Florida
$269K +$269K +3,647 New
CDIA
344
Capital Directions Investment Advisors
Georgia
$268K – – –
HGWM
345
Horst & Graben Wealth Management
Oregon
$265K -$7.19M -97,593 -96%
CPIG
346
Chicago Partners Investment Group
Illinois
$262K – – –
HW
347
Hancock Whitney
Mississippi
$257K – – –
SWP
348
Stratos Wealth Partners
Ohio
$255K +$7.31K +99 +3%
CAM
349
Cozad Asset Management
Illinois
$253K +$253K +3,438 New
FC
350
Financial Consulate
Maryland
$250K -$35.1K -476 -12%
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14
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