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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

510 hedge funds and large institutions have $9.07B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-8
Holders Change %
-1.54%
% of All Funds
8.96%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$145M
2
Bank of America
Bank of America
North Carolina
+$110M
3
JHCM
Juniper Hill Capital Management
California
+$101M
4
USAA
United Services Automobile Association
Texas
+$99M
5
Morgan Stanley
Morgan Stanley
New York
+$90.1M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$362M
2
UBS Group
UBS Group
Switzerland
-$154M
3
Northern Trust
Northern Trust
Illinois
-$151M
4
Citadel Advisors
Citadel Advisors
Florida
-$79.3M
5
WA
WestEnd Advisors
North Carolina
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Affiance Financial
Minnesota
$487K – – –
2
352
2Xideas
Switzerland
$484K -$314K -3,137 -39%
SWP
353
Summit Wealth Partners
Florida
$482K +$12K +120 +3%
EFS
354
Essex Financial Services
Connecticut
$473K +$89.8K +900 +23%
TCWM
355
Total Clarity Wealth Management
Illinois
$457K – – –
ACS
356
Archford Capital Strategies
Illinois
$452K – – –
ACA
357
Atlas Capital Advisors
Wyoming
$449K – – –
HF
358
HRT Financial
New York
$446K +$116K +1,160 +35%
WA
359
Waverly Advisors
Alabama
$445K – – –
PF
360
Phoenix Financial
Israel
$442K +$442K +4,423 New
NPF
361
Norris Perne & French
Michigan
$440K -$141K -1,415 -24%
BEC
362
Blue Edge Capital
Virginia
$435K -$58.5K -585 -12%
SPIA
363
Steward Partners Investment Advisory
New York
$415K – – –
HI
364
Harbour Investments
Wisconsin
$414K -$6.8K -68 -2%
DCM
365
Disciplina Capital Management
Tennessee
$412K +$24.4K +244 +6%
Baird Financial Group
366
Baird Financial Group
Wisconsin
$402K – – –
BPA
367
Beacon Pointe Advisors
California
$398K +$398K +3,979 New
Polen Capital Management
368
Polen Capital Management
Florida
$380K +$47.6K +477 +14%
RWA
369
Ropes Wealth Advisors
Massachusetts
$371K +$47.7K +478 +15%
SI
370
Stephens Inc
Arkansas
$370K – – –
CWA
371
Clearview Wealth Advisors
Oregon
$366K -$1K -10 -0.3%
CCP
372
Clarkston Capital Partners
Michigan
$366K – – –
WP
373
WealthSource Partners
California
$365K -$61.5K -615 -14%
CDIA
374
Capital Directions Investment Advisors
Georgia
$363K – – –
APA
375
American Portfolios Advisors
New York
$363K +$28.5K +285 +9%
13 14
15
16 17