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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

423 hedge funds and large institutions have $4.15B invested in iShares MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
9.29%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.9%
New
54
Increased
148
Reduced
136
Closed
30
Calls
$33.4M
Puts
$79M
Net Calls
-$45.6M
Net Calls Change
-$225M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$121M
3
Jane Street
Jane Street
New York
$75.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$170M
5
Allianz Asset Management
Allianz Asset Management
Germany
$305M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$145M
2
Barclays
Barclays
United Kingdom
$8.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.69M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$20.6M
5
FMI
Factory Mutual Insurance
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
351
First National Corp
Massachusetts
$219K +$17.3K +235 +9%
BWL
352
Bogart Wealth LLC
Virginia
$217K -$37.7K -511 -15%
KeyBank National Association
353
KeyBank National Association
Ohio
$217K +$217K +2,938 New
CPIG
354
Chicago Partners Investment Group
Illinois
$215K -$98.6K -1,314 -31%
BDWM
355
Brewin Dolphin Wealth Management
Ireland
$215K – – –
CCM
356
Coldstream Capital Management
Washington
$211K +$2.73K +37 +1%
MCM
357
MAI Capital Management
Ohio
$208K – – –
LFAS
358
Level Four Advisory Services
Texas
$206K -$6.8K -92 -3%
MCM
359
Manchester Capital Management
Vermont
$206K +$73.7K +1,000 +56%
PP
360
PDS Planning
Ohio
$205K – – –
SWP
361
Stratos Wealth Partners
Ohio
$205K +$205K +2,779 New
Baird Financial Group
362
Baird Financial Group
Wisconsin
$203K -$515 -7 -0.3%
SSWM
363
Sheets Smith Wealth Management
North Carolina
$202K -$27.3K -370 -12%
GRP
364
Global Retirement Partners
California
$196K +$175K +2,384 +854%
EWA
365
Evolution Wealth Advisors
Florida
$159K +$159K +2,160 New
SQA
366
Simon Quick Advisors
New Jersey
$141K +$1.4K +19 +1%
HNB
367
Huntington National Bank
Ohio
$134K -$74K – –
MCM
368
MV Capital Management
Maryland
$133K – – –
SPIA
369
Steward Partners Investment Advisory
New York
$132K -$28.3K -386 -18%
CFN
370
Cordasco Financial Network
Florida
$126K – – –
SF
371
Synovus Financial
Georgia
$124K – – –
TA
372
Thor Advisors
New York
$107K +$107K +1,453 New
TL
373
TrueWealth LLC
Georgia
$97K – – –
HS
374
Horan Securities
United States
$96K – – –
IA
375
IFP Advisors
Florida
$90K +$90K +1,226 New
13 14
15
16 17