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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9.02%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
2
Bank of America
Bank of America
North Carolina
$328M
3
Barclays
Barclays
United Kingdom
$416M
4
AllianceBernstein
AllianceBernstein
Tennessee
$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$13.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$368M
3
CS
Credit Suisse
Switzerland
$2.27M
4
PPA
Parametric Portfolio Associates
Washington
$2.77M
5
UBS Group
UBS Group
Switzerland
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Sequent Asset Management
Texas
$247K +$32.2K +436 +15%
APA
352
American Portfolios Advisors
New York
$246K -$152K -2,068 -38%
WAG
353
Winthrop Advisory Group
Massachusetts
$244K +$74 +1 +0%
SFWC
354
Strategic Family Wealth Counselors
New Jersey
$240K -$887K -12,041 -79%
GC
355
Garde Capital
Washington
$240K -$219K -2,968 -48%
EWM
356
Empirical Wealth Management
Washington
$238K +$1.7K +23 +0.7%
FA
357
FCG Advisors
New Jersey
$238K +$1.99K +27 +0.8%
MCM
358
Maxim Capital Management
California
$235K +$235K +3,009 New
ASN
359
Advisory Services Network
Georgia
$234K -$81.4K -1,105 -26%
EH
360
Equitable Holdings
New York
$234K +$234K +3,179 New
IP
361
Intellectus Partners
California
$233K +$233K +3,157 New
RPC
362
Rossmore Private Capital
Connecticut
$230K +$230K +3,125 New
LFAS
363
Level Four Advisory Services
Texas
$226K +$226K +3,073 New
SSWM
364
Sheets Smith Wealth Management
North Carolina
$225K +$225K +3,053 New
CCT
365
Country Club Trust
Missouri
$225K +$225K +3,070 New
RC
366
RegentAtlantic Capital
New Jersey
$224K +$224K +3,041 New
WP
367
WealthSource Partners
California
$222K -$79K -1,070 -26%
AIM
368
Alhambra Investment Management
Florida
$222K +$222K +3,016 New
GL
369
Graypoint LLC
New York
$218K -$48K -650 -18%
CCM
370
Coldstream Capital Management
Washington
$211K +$211K +2,857 New
MCM
371
MAI Capital Management
Ohio
$208K +$208K +2,821 New
FWIA
372
Fort Washington Investment Advisors
Ohio
$202K +$202K +2,735 New
GSIS
373
Global Strategic Investment Solutions
Arizona
$200K +$200K +2,717 New
EWA
374
Evolution Wealth Advisors
Florida
$159K – – –
SF
375
Synovus Financial
Georgia
$142K – – –
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15
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