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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531M
2
UBS Group
UBS Group
Switzerland
$676M
3
Northern Trust
Northern Trust
Illinois
$130M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$126M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257M

Top Sellers

1
Barclays
Barclays
United Kingdom
$18.6M
2
Bank of America
Bank of America
North Carolina
$101M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.39M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$272M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
351
Total Clarity Wealth Management
Illinois
$412K – – –
BIAS
352
Beacon Investment Advisory Services
New Jersey
$409K – – –
AA
353
Ashford Advisors
New York
$409K +$409K +4,505 New
ACP
354
Aveo Capital Partners
Colorado
$407K -$259K -2,856 -39%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
WA
356
Waverly Advisors
Alabama
$401K – – –
PCH
357
PGIM Custom Harvest
New Jersey
$393K +$393K +4,174 New
WP
358
WealthShield Partners
North Carolina
$381K -$173K -1,906 -31%
SWM
359
Sugarloaf Wealth Management
Georgia
$379K -$68.3K -554 -15%
RFWA
360
RPg Family Wealth Advisory
Massachusetts
$364K -$7.26K -80 -2%
CFG
361
Cooper Financial Group
California
$361K -$221K -2,433 -38%
JWCA
362
J.W. Cole Advisors
Florida
$358K +$42.3K +466 +13%
GH
363
GAM Holding
Switzerland
$354K -$1.52M -16,700 -81%
Capital World Investors
364
Capital World Investors
California
$352K +$352K +3,881 New
Baird Financial Group
365
Baird Financial Group
Wisconsin
$348K – – –
HIM
366
Hanlon Investment Management
New Jersey
$342K -$59.2K -652 -15%
TI
367
Trexquant Investment
Connecticut
$340K -$1.05M -11,604 -76%
SI
368
Stephens Inc
Arkansas
$336K +$336K +3,707 New
CAM
369
Cidel Asset Management
Ontario, Canada
$335K -$3.63K -40 -1%
BWA
370
BDO Wealth Advisors
Florida
$334K +$229K +2,520 +217%
V
371
Veritable
Delaware
$332K +$332K +3,663 New
CDIA
372
Capital Directions Investment Advisors
Georgia
$330K – – –
HW
373
Hancock Whitney
Mississippi
$316K – – –
FF
374
Friedenthal Financial
New Jersey
$315K -$8.79K -97 -3%
CIA
375
Choate Investment Advisors
Massachusetts
$313K +$5.89K +65 +2%
13 14
15
16 17