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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

506 hedge funds and large institutions have $8.18B invested in iShares MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.91%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
54
Increased
145
Reduced
191
Closed
49
Calls
$139M
Puts
$79.5M
Net Calls
+$59.3M
Net Calls Change
+$30.8M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$986M
2
Bank of America
2
Bank of America
North Carolina
$385M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$208M
4
UBS Group
4
UBS Group
Switzerland
$841M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$121M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$744K
4
MGB
4
Mass General Brigham
Massachusetts
$80.6M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
326
Pure Financial Advisors
California
$505K +$33.6K +353 +7%
BAMG
327
Brand Asset Management Group
Missouri
$502K – – –
CWM
328
Circle Wealth Management
New Jersey
$494K -$95 -1 -0%
OPS
329
Orion Portfolio Solutions
Nebraska
$492K +$6.85K +72 +1%
EVM
330
Eaton Vance Management
Massachusetts
$484K – – –
WP
331
WealthSource Partners
California
$481K +$198K +2,082 +70%
JIC
332
Joel Isaacson & Co
New York
$478K – – –
BEC
333
Blue Edge Capital
Virginia
$467K – – –
AF
334
Affiance Financial
Minnesota
$462K – – –
RCM
335
Rain Capital Management
Oregon
$459K +$459K +4,825 New
SFP
336
Strategic Financial Partners
Oregon
$455K – – –
Man Group
337
Man Group
United Kingdom
$449K +$449K +4,722 New
HI
338
Harbour Investments
Wisconsin
$445K +$445K +4,681 New
CMO
339
Covenant Multifamily Offices
Texas
$443K +$443K +4,657 New
TCWM
340
Total Clarity Wealth Management
Illinois
$435K +$3.14K +33 +0.7%
TI
341
Trexquant Investment
Connecticut
$430K +$73.3K +770 +21%
BIAS
342
Beacon Investment Advisory Services
New Jersey
$429K – – –
CWA
343
Clearview Wealth Advisors
Oregon
$427K -$306K -3,216 -42%
Capital Research Global Investors
344
Capital Research Global Investors
California
$416K +$131K +1,384 +46%
WA
345
Waverly Advisors
Alabama
$415K – – –
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
PCH
347
PGIM Custom Harvest
New Jersey
$402K – – –
SFFS
348
Stonehage Fleming Financial Services
Jersey
$400K +$400K +4,203 New
MWM
349
Madison Wealth Management
Ohio
$397K -$38.8K -408 -9%
SPIA
350
Steward Partners Investment Advisory
New York
$395K -$233K -2,445 -37%
12 13
14
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