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iShares MSCI ACWI ETF

401 hedge funds and large institutions have $4.62B invested in iShares MSCI ACWI ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+13
Holders Change %
+3.35%
% of All Funds
8.72%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.78%
New
45
Increased
146
Reduced
141
Closed
30
Calls
$197M
Puts
$17.6M
Net Calls
+$179M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
351
Ropes Wealth Advisors
Massachusetts
$79K +$23.2K +317 +42%
HNB
352
Huntington National Bank
Ohio
$74K -$51.2M
CBT
353
Capital Bank & Trust
California
$74K
BCI
354
Brinker Capital Investments
Pennsylvania
$67K +$46.4K +632 +226%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$66K +$66K +902 New
AC
356
Avestar Capital
New York
$63K
VNA
357
Valley National Advisers
Pennsylvania
$59K
LDFR
358
Lehman & Derafelo Financial Resources
Pennsylvania
$57K
LFASL
359
Lugano Financial Advisors SA (LFA)
Switzerland
$52K
LWA
360
Lenox Wealth Advisors
New York
$51K -$112K -1,508 -69%
AssetMark Inc
361
AssetMark Inc
California
$44K
TF
362
TimeScale Financial
Massachusetts
$42K +$42K +573 New
TWA
363
TCI Wealth Advisors
Arizona
$39K -$1.61K -22 -4%
TA
364
TCG Advisors
Texas
$39K +$1.03K +14 +3%
JCM
365
Jacobi Capital Management
Pennsylvania
$38K -$1.82K -25 -5%
TRCT
366
Tower Research Capital (TRC)
New York
$37K -$25.4K -343 -41%
FGAM
367
Financial Gravity Asset Management
Texas
$36K
EIP
368
Ellis Investment Partners
Pennsylvania
$32K +$32K +434 New
GWM
369
Geneos Wealth Management
Colorado
$31K
BBPWM
370
Blue Bell Private Wealth Management
Pennsylvania
$27K
WCG
371
Weaver Consulting Group
California
$27K
AWMS
372
Advocacy Wealth Management Services
Georgia
$24K +$24K +325 New
ACS
373
Archford Capital Strategies
Illinois
$23K +$23K +306 New
GWA
374
Guidant Wealth Advisors
Illinois
$22K -$4.97K -68 -18%
GRP
375
Global Retirement Partners
California
$21K