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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

561 hedge funds and large institutions have $9.48B invested in iShares MSCI ACWI ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+51
Holders Change %
+10%
% of All Funds
8.66%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.71%
New
89
Increased
211
Reduced
153
Closed
30
Calls
$663M
Puts
$572M
Net Calls
+$91.8M
Net Calls Change
+$15.5M

Top Buyers

1
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$353M
2
BlackRock
BlackRock
New York
+$216M
3
CGPCS
Capital Group Private Client Services
California
+$147M
4
CPCM
Cornerstone Partners Capital Management
Virginia
+$143M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$122M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$296M
2
Bank of America
Bank of America
North Carolina
-$296M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250M
4
Morgan Stanley
Morgan Stanley
New York
-$104M
5
JHCM
Juniper Hill Capital Management
California
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
326
Courage Miller Partners
Virginia
$751K – – –
PWM
327
Perigon Wealth Management
California
$746K +$161K +1,526 +28%
MWM
328
Madison Wealth Management
Ohio
$744K +$63.6K +601 +9%
GG
329
Gofen & Glossberg
Illinois
$740K – – –
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$735K – – –
5L
331
55I LLC
Massachusetts
$735K – – –
DWM
332
Dakota Wealth Management
Florida
$734K +$456K +4,308 +164%
AT
333
American Trust
Kentucky
$729K +$729K +6,894 New
UBS AM
334
UBS AM
Illinois
$725K +$418K +3,950 +136%
JWCA
335
J.W. Cole Advisors
Florida
$724K +$724K +6,841 New
KAH
336
Kathryn A. Hall
$717K – – –
AIM
337
Alhambra Investment Management
Florida
$715K +$63.7K +602 +10%
FEM
338
Fulcrum Equity Management
Texas
$709K -$650K -6,146 -48%
ERWM
339
Elk River Wealth Management
Colorado
$703K -$7.94K -75 -1%
JIC
340
Joel Isaacson & Co
New York
$701K +$169K +1,600 +32%
CFGS
341
Concourse Financial Group Securities
Alabama
$684K +$4.13K +39 +0.6%
CASB
342
Cape Ann Savings Bank
Massachusetts
$682K -$52.9K -500 -7%
SFA
343
Souders Financial Advisors
Ohio
$681K +$681K +6,434 New
KFGK
344
Keystone Financial Group (Kentucky)
Kentucky
$680K -$31.8K -301 -4%
BFG
345
Barber Financial Group
Kansas
$672K -$46K -435 -6%
CAM
346
Cidel Asset Management
Ontario, Canada
$665K +$101K +955 +18%
GWM
347
GDS Wealth Management
Texas
$657K +$657K +6,212 New
NFG
348
Nations Financial Group
Iowa
$652K +$3.71K +35 +0.6%
AWM
349
Activest Wealth Management
Florida
$652K +$32.8K +310 +5%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$649K -$6.13K -58 -0.9%
12 13
14
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