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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

465 hedge funds and large institutions have $4.54B invested in iShares MSCI ACWI ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+42
Holders Change %
+9.93%
% of All Funds
9.18%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
92
Increased
169
Reduced
146
Closed
45
Calls
$9.98M
Puts
$78.9M
Net Calls
-$68.9M
Net Calls Change
-$23.3M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$132M
2
BlackRock
BlackRock
New York
$89.5M
3
FCBT
First Citizens Bank & Trust
North Carolina
$54M
4
MAP
Moody Aldrich Partners
Massachusetts
$45.9M
5
MC
Minot Capital
Colorado
$72.6M

Top Sellers

1
MGB
Mass General Brigham
Massachusetts
$122M
2
EW
Evoke Wealth
California
$0
3
CNHF
Conrad N. Hilton Foundation
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$52.7M
5
S
Schroders
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
351
Marino Stram & Associates
Massachusetts
$379K +$379K +4,779 New
FAAS
352
First Allied Advisory Services
California
$361K -$6.98K -88 -2%
JWCA
353
J.W. Cole Advisors
Florida
$359K +$359K +4,527 New
FA
354
Faithward Advisors
Pennsylvania
$355K -$3.1M -39,132 -90%
BAMG
355
Brand Asset Management Group
Missouri
$354K -$6.74K -85 -2%
PWMG
356
Prestige Wealth Management Group
New Jersey
$352K – – –
WP
357
WealthShield Partners
North Carolina
$351K +$14.9K +188 +4%
BEC
358
Blue Edge Capital
Virginia
$351K -$368 -5 -0.1%
DWM
359
Dakota Wealth Management
Florida
$350K -$47.5K -600 -12%
WPW
360
Waldron Private Wealth
Pennsylvania
$349K – – –
BFA
361
Beacon Financial Advisory
Ohio
$343K +$343K +4,338 New
GVAG
362
Great Valley Advisor Group
Delaware
$341K – – –
WA
363
Waverly Advisors
Alabama
$338K – – –
SGCA
364
Steel Grove Capital Advisors
Tennessee
$329K -$50.4K -636 -13%
IP
365
Intellectus Partners
California
$329K – – –
TCWM
366
Total Clarity Wealth Management
Illinois
$319K +$319K +4,020 New
FC
367
Financial Consulate
Maryland
$305K -$158K -1,990 -34%
3AM
368
3EDGE Asset Management
Florida
$297K -$58.2K -735 -16%
FF
369
Friedenthal Financial
New Jersey
$296K -$8K -101 -3%
AAM
370
Alphadyne Asset Management
New York
$295K +$295K +4,000 New
TCA
371
Transcend Capital Advisors
New Jersey
$291K +$291K +3,675 New
CDIA
372
Capital Directions Investment Advisors
Georgia
$288K – – –
RSWM
373
Robertson Stephens Wealth Management
California
$287K +$3.4K +43 +1%
ICM
374
Intrepid Capital Management
Florida
$286K – – –
CPIG
375
Chicago Partners Investment Group
Illinois
$285K +$53K +654 +23%
13 14
15
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