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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

465 hedge funds and large institutions have $4.54B invested in iShares MSCI ACWI ETF in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+42
Holders Change %
+9.93%
% of All Funds
9.18%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.93%
New
92
Increased
169
Reduced
146
Closed
45
Calls
$9.98M
Puts
$78.9M
Net Calls
-$68.9M
Net Calls Change
-$23.3M

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$132M
2
BlackRock
BlackRock
New York
$89.5M
3
FCBT
First Citizens Bank & Trust
North Carolina
$54M
4
MAP
Moody Aldrich Partners
Massachusetts
$45.9M
5
MC
Minot Capital
Colorado
$72.6M

Top Sellers

1
MGB
Mass General Brigham
Massachusetts
$122M
2
EW
Evoke Wealth
California
$0
3
CNHF
Conrad N. Hilton Foundation
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$52.7M
5
S
Schroders
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
376
Bell Rock Capital
Delaware
$279K -$90.9K -1,174 -25%
CFA
377
Carroll Financial Associates
North Carolina
$277K -$1.17M -14,815 -81%
BA
378
Ballew Advisors
Mississippi
$271K -$80 -1 -0%
GC
379
Gratus Capital
Georgia
$264K – – –
BWL
380
Bogart Wealth LLC
Virginia
$260K +$27.6K +349 +12%
AIM
381
Alhambra Investment Management
Florida
$252K +$252K +3,181 New
WA
382
Wealth Architects
California
$248K -$5.48K -69 -2%
CCT
383
Country Club Trust
Missouri
$243K – – –
FNC
384
First National Corp
Massachusetts
$233K -$2.3K -29 -1%
BDWM
385
Brewin Dolphin Wealth Management
Ireland
$231K – – –
AIA
386
Arbor Investment Advisors
North Carolina
$230K +$230K +2,907 New
AWE
387
Avidian Wealth Enterprises
Texas
$229K +$229K +2,894 New
SAM
388
Sequent Asset Management
Texas
$228K -$605K -7,618 -73%
AWM
389
Aprio Wealth Management
Georgia
$228K +$228K +2,876 New
CCM
390
Coldstream Capital Management
Washington
$226K – – –
MCM
391
MAI Capital Management
Ohio
$225K +$1.51K +19 +0.7%
SFWC
392
Strategic Family Wealth Counselors
New Jersey
$224K +$224K +2,831 New
SSWM
393
Sheets Smith Wealth Management
North Carolina
$223K +$6.18K +78 +3%
HB
394
Homrich & Berg
Georgia
$223K +$223K +2,818 New
MCM
395
Manchester Capital Management
Vermont
$222K – – –
SWP
396
Stratos Wealth Partners
Ohio
$222K +$1.51K +19 +0.7%
NFC
397
Northeast Financial Consultants
Connecticut
$217K -$18.1K -228 -8%
RPG
398
Resource Planning Group
Georgia
$217K +$217K +2,739 New
KeyBank National Association
399
KeyBank National Association
Ohio
$215K -$18.3K -230 -8%
RC
400
RegentAtlantic Capital
New Jersey
$214K +$214K +2,698 New
14 15
16
17 18