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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9.02%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
2
Bank of America
Bank of America
North Carolina
$328M
3
Barclays
Barclays
United Kingdom
$416M
4
AllianceBernstein
AllianceBernstein
Tennessee
$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$13.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$368M
3
CS
Credit Suisse
Switzerland
$2.27M
4
PPA
Parametric Portfolio Associates
Washington
$2.77M
5
UBS Group
UBS Group
Switzerland
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
376
MV Capital Management
Maryland
$132K – – –
RWA
377
Ropes Wealth Advisors
Massachusetts
$127K – – –
CFN
378
Cordasco Financial Network
Florida
$126K – – –
PA
379
Parallel Advisors
California
$121K -$100K -1,358 -45%
CWC
380
Carolinas Wealth Consulting
North Carolina
$116K +$294 +4 +0.3%
WA
381
WestEnd Advisors
North Carolina
$102K -$1.51M -20,526 -94%
TL
382
TrueWealth LLC
Georgia
$99K -$4K -54 -4%
HS
383
Horan Securities
United States
$99K – – –
FA
384
Faithward Advisors
Pennsylvania
$90K +$9.56K +130 +12%
SPIA
385
Steward Partners Investment Advisory
New York
$90K +$63.5K +865 +240%
VNA
386
Valley National Advisers
Pennsylvania
$77K – – –
CWM
387
Cedar Wealth Management
California
$74K – – –
TIM
388
Tortoise Investment Management
New York
$69K – – –
LDFR
389
Lehman & Derafelo Financial Resources
Pennsylvania
$56K – – –
APWM
390
Atlas Private Wealth Management
New York
$55K – – –
RCA
391
Rowland Carmichael Advisors
Arizona
$53K -$5.34M -72,788 -99%
HWM
392
HighMark Wealth Management
Minnesota
$53K +$441 +6 +0.8%
Parallax Volatility Advisers
393
Parallax Volatility Advisers
California
$53K +$53K +723 New
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.3K – – –
CB
395
CNB Bank
Pennsylvania
$49K – – –
HI
396
Hudock Inc
Pennsylvania
$48K -$289K -3,990 -86%
GAM
397
Gemmer Asset Management
California
$46K +$8.74K +119 +23%
CA
398
Clearstead Advisors
Ohio
$44K -$1.75K -24 -4%
HNB
399
Huntington National Bank
Ohio
$43K -$38K – –
JWA
400
JFS Wealth Advisors
Pennsylvania
$36K +$36K +482 New
14 15
16
17 18