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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

448 hedge funds and large institutions have $5.93B invested in iShares MSCI ACWI ETF in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-17
Holders Change %
-3.66%
% of All Funds
9.9%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.1%
New
70
Increased
148
Reduced
167
Closed
80
Calls
$99.5M
Puts
$178M
Net Calls
-$78.7M
Net Calls Change
-$9.8M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$816M
2
Bessemer Group
2
Bessemer Group
New Jersey
$711M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$553M
4
CS
4
Credit Suisse
Switzerland
$222M
5
Barclays
5
Barclays
United Kingdom
$211M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.2M
5
MAP
5
Moody Aldrich Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
376
Carroll Financial Associates
North Carolina
$144K -$73.6K -1,185 -34%
EWA
377
Evolution Wealth Advisors
Florida
$135K +$135K +2,160 New
CBT
378
Capital Bank & Trust
California
$129K +$66.4K +1,062 +106%
SF
379
Synovus Financial
Georgia
$121K +$3.65K +58 +3%
MCM
380
MV Capital Management
Maryland
$112K – – –
RWA
381
Ropes Wealth Advisors
Massachusetts
$108K +$2.63K +42 +2%
CFN
382
Cordasco Financial Network
Florida
$107K – – –
CWC
383
Carolinas Wealth Consulting
North Carolina
$99K +$99K +1,575 New
HIM
384
HawsGoodwin Investment Management
Tennessee
$92K – – –
DWM
385
Darwin Wealth Management
Florida
$92K +$92K +1,496 New
AWM
386
Avondale Wealth Management
Texas
$89K -$1.91M -30,399 -96%
TL
387
TrueWealth LLC
Georgia
$87K +$4K +64 +5%
HS
388
Horan Securities
United States
$84K +$84K +1,343 New
Victory Capital Management
389
Victory Capital Management
Texas
$80K -$456K -7,232 -85%
TIM
390
Thornburg Investment Management
New Mexico
$70K +$70K +1,121 New
FA
391
Faithward Advisors
Pennsylvania
$68K -$211K -3,388 -76%
MCM
392
Manchester Capital Management
Vermont
$67K -$108K -1,724 -62%
VNA
393
Valley National Advisers
Pennsylvania
$65K +$15.6K +250 +31%
CWM
394
Cedar Wealth Management
California
$63K +$63K +1,005 New
TIM
395
Tortoise Investment Management
New York
$59K -$4.45K -71 -7%
LDFR
396
Lehman & Derafelo Financial Resources
Pennsylvania
$48K – – –
TF
397
TimeScale Financial
Massachusetts
$48K +$6.73K +109 +16%
APWM
398
Atlas Private Wealth Management
New York
$47K – – –
HWM
399
HighMark Wealth Management
Minnesota
$44K -$3.2K -52 -7%
SWA
400
Stratos Wealth Advisors
Ohio
$44K +$44K +704 New
14 15
16
17 18