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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

510 hedge funds and large institutions have $9.07B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-8
Holders Change %
-1.54%
% of All Funds
8.96%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$145M
2
Bank of America
Bank of America
North Carolina
+$110M
3
JHCM
Juniper Hill Capital Management
California
+$101M
4
USAA
United Services Automobile Association
Texas
+$99M
5
Morgan Stanley
Morgan Stanley
New York
+$90.1M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$362M
2
UBS Group
UBS Group
Switzerland
-$154M
3
Northern Trust
Northern Trust
Illinois
-$151M
4
Citadel Advisors
Citadel Advisors
Florida
-$79.3M
5
WA
WestEnd Advisors
North Carolina
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Activest Wealth Management
Florida
$585K +$4.79K +48 +0.8%
LJAC
327
L.J. Altfest & Co
New York
$584K – – –
JWBC
328
John W. Brooker & Co
California
$582K +$478K +4,782 +459%
FPS
329
Fieldpoint Private Securities
Connecticut
$579K – – –
HWM
330
Hemington Wealth Management
Virginia
$578K -$12.4K -124 -2%
IFS
331
Ifrah Financial Services
Arkansas
$576K +$6.5K +65 +1%
BO
332
BRR OpCo
Ohio
$570K – – –
JIC
333
Johnson Investment Counsel
Ohio
$566K -$106K -1,058 -16%
QC
334
QCM Cayman
Texas
$566K +$566K +5,668 New
BW
335
Bison Wealth
Georgia
$559K -$2.5K -25 -0.4%
PWM
336
Perigon Wealth Management
California
$552K -$18.8K -188 -3%
RC
337
Rovin Capital
Arizona
$544K – – –
SQA
338
Simon Quick Advisors
New Jersey
$537K +$287K +2,874 +115%
CAM
339
Cidel Asset Management
Ontario, Canada
$533K – – –
CWM
340
Circle Wealth Management
New Jersey
$519K – – –
CMO
341
Covenant Multifamily Offices
Texas
$519K – – –
GC
342
Garde Capital
Washington
$518K +$188K +1,878 +57%
CPIG
343
Chicago Partners Investment Group
Illinois
$512K +$186K +1,747 +57%
SFP
344
Strategic Financial Partners
Oregon
$511K – – –
EVM
345
Eaton Vance Management
Massachusetts
$507K – – –
C1AG
346
Client 1st Advisory Group
Florida
$506K – – –
JIC
347
Joel Isaacson & Co
New York
$502K – – –
BAMG
348
Brand Asset Management Group
Missouri
$501K -$5.7K -57 -1%
OPS
349
Orion Portfolio Solutions
Nebraska
$493K -$20.6K -206 -4%
CG
350
Colony Group
Massachusetts
$492K +$93.2K +932 +23%
12 13
14
15 16