ACWI icon

iShares MSCI ACWI ETF

423 hedge funds and large institutions have $4.15B invested in iShares MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
9.29%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.9%
New
54
Increased
148
Reduced
136
Closed
30
Calls
$33.4M
Puts
$79M
Net Calls
-$45.6M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.8K -$111K -1,505 -56%
TIM
377
Tortoise Investment Management
New York
$87K -$2.5K -34 -3%
WA
378
WestEnd Advisors
North Carolina
$83.9K -$27.6K -374 -25%
ACA
379
Aptus Capital Advisors
Alabama
$82K +$82K +1,112 New
RWA
380
Ropes Wealth Advisors
Massachusetts
$80K
CBT
381
Capital Bank & Trust
California
$74K
PCG
382
Private Capital Group
Connecticut
$63K +$63K +851 New
VNA
383
Valley National Advisers
Pennsylvania
$59K
LDFR
384
Lehman & Derafelo Financial Resources
Pennsylvania
$56K
KWA
385
KCS Wealth Advisory
California
$55.5K +$55.5K +753 New
LWA
386
Lenox Wealth Advisors
New York
$51K
CB
387
CNB Bank
Pennsylvania
$49K +$49K +665 New
AssetMark Inc
388
AssetMark Inc
California
$48K +$3.97K +54 +9%
TF
389
TimeScale Financial
Massachusetts
$46K +$3.9K +53 +9%
TWA
390
TCI Wealth Advisors
Arizona
$40K +$371 +5 +0.9%
FGAM
391
Financial Gravity Asset Management
Texas
$36K
JCM
392
Jacobi Capital Management
Pennsylvania
$31K -$7.36K -100 -19%
EIP
393
Ellis Investment Partners
Pennsylvania
$31K
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$27K
WCG
395
Weaver Consulting Group
California
$27K
AWMS
396
Advocacy Wealth Management Services
Georgia
$24K
GWA
397
Guidant Wealth Advisors
Illinois
$22K
TC
398
Truvestments Capital
Florida
$20K
WAS
399
Winch Advisory Services
Wisconsin
$18K -$4.76M -64,802 -100%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$16K +$9.33K +130 +140%