ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531M
2
UBS Group
UBS Group
Switzerland
$676M
3
Northern Trust
Northern Trust
Illinois
$130M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$126M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257M

Top Sellers

1
Barclays
Barclays
United Kingdom
$18.6M
2
Bank of America
Bank of America
North Carolina
$101M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.39M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$272M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
326
HUB Investment Partners
Texas
$523K +$523K +6,546 New
BO
327
BRR OpCo
Ohio
$517K +$517K +5,700 New
BFG
328
Barber Financial Group
Kansas
$504K -$180K -1,985 -26%
BW
329
Bison Wealth
Georgia
$501K – – –
CAM
330
ClariVest Asset Management
California
$499K -$508K -5,600 -50%
KPW
331
Kore Private Wealth
New York
$497K -$102K -1,123 -17%
RC
332
Rovin Capital
Arizona
$494K -$2.72K -30 -0.5%
WFAG
333
Wescott Financial Advisory Group
Pennsylvania
$483K +$483K +5,324 New
BAMG
334
Brand Asset Management Group
Missouri
$479K +$91 +1 +0%
CWM
335
Circle Wealth Management
New Jersey
$471K +$2K +22 +0.4%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$468K +$190K +2,092 +68%
NPF
337
Norris Perne & French
Michigan
$463K +$6.44K +71 +1%
OPS
338
Orion Portfolio Solutions
Nebraska
$462K -$54K -596 -10%
EVM
339
Eaton Vance Management
Massachusetts
$461K +$1.18K +13 +0.3%
JIC
340
Joel Isaacson & Co
New York
$456K – – –
CW
341
CreativeOne Wealth
Kansas
$452K +$452K +4,977 New
TCMP
342
Thrive Capital Management (Pennsylvania)
Pennsylvania
$452K +$452K +4,982 New
GFG
343
Greystone Financial Group
Michigan
$450K +$450K +4,724 New
PFA
344
Pure Financial Advisors
California
$449K +$55.8K +615 +14%
BEC
345
Blue Edge Capital
Virginia
$445K +$8.26K +91 +2%
AF
346
Affiance Financial
Minnesota
$441K +$16.3K +180 +4%
AIM
347
Alhambra Investment Management
Florida
$441K +$135K +1,490 +44%
SFP
348
Strategic Financial Partners
Oregon
$434K – – –
MWM
349
Madison Wealth Management
Ohio
$415K +$22.7K +250 +6%
KIA
350
KCM Investment Advisors
California
$414K +$414K +4,560 New
12 13
14
15 16