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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$379M
2
Bank of America
Bank of America
North Carolina
$439M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
UBS Group
UBS Group
Switzerland
$321M
5
Goldman Sachs
Goldman Sachs
New York
$178M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
2
HNB
Huntington National Bank
Ohio
$45.5M
3
Citigroup
Citigroup
New York
$3.32M
4
QIM
Quantitative Investment Management
Virginia
$0
5
SRA
Summit Rock Advisors
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
Avior Wealth Management
Nebraska
$9K – – –
BWM
377
BerganKDV Wealth Management
Minnesota
$9K – – –
CIR
378
Clear Investment Research
Georgia
$8K -$244 -4 -3%
OFW
379
Omnia Family Wealth
Florida
$8K – – –
1IA
380
1834 Investment Advisors
Wisconsin
$8K +$342 +5 +4%
WANY
381
Wealthspire Advisors (New York)
New York
$8K +$8K +127 New
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
TRCT
383
Tower Research Capital (TRC)
New York
$4K -$107K -1,652 -96%
RBA
384
Richard Bernstein Advisors
New York
$4K – – –
PFO
385
Pathstone Family Office
New Jersey
$3K – – –
LFG
386
LifePlan Financial Group
Ohio
$3K – – –
FWM
387
Focused Wealth Management
New York
$3K – – –
CWA
388
Clarus Wealth Advisors
Arizona
$2K -$1.84K -23 -48%
AIP
389
Ameritas Investment Partners
Nebraska
$2K -$143 -3 -7%
JA
390
JOYN Advisors
Georgia
$2K – – –
HR
391
Howe & Rusling
New York
$1K – – –
FHA
392
Flagship Harbor Advisors
Massachusetts
$1K – – –
GT
393
Glenmede Trust
Pennsylvania
$792 +$792 +12,364 New
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$763 -$78 -1,215 -9%
CF
395
Centaurus Financial
California
$90 +$89 +5,686 +7,482%
PWPCM
396
Perella Weinberg Partners Capital Management
New York
– -$88.9M -1,196,694 Closed
QIM
397
Quantitative Investment Management
Virginia
– -$20.3M -272,700 Closed
Citadel Advisors
398
Citadel Advisors
Florida
– -$9.93M -133,679 Closed
Hudson Bay Capital Management
399
Hudson Bay Capital Management
Connecticut
– -$8.96M -120,638 Closed
WI
400
WBI Investments
New Jersey
– -$6.02M -81,022 Closed
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16
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