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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531M
2
UBS Group
UBS Group
Switzerland
$676M
3
Northern Trust
Northern Trust
Illinois
$130M
4
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$126M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257M

Top Sellers

1
Barclays
Barclays
United Kingdom
$18.6M
2
Bank of America
Bank of America
North Carolina
$101M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.39M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$272M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
376
Summit Wealth Partners
Florida
$310K -$2.72K -30 -0.9%
GL
377
Graypoint LLC
New York
$306K +$37.8K +416 +14%
SAM
378
Sequent Asset Management
Texas
$304K – – –
LC
379
Lavaca Capital
Texas
$303K -$427K -4,703 -59%
SG
380
Strid Group
Pennsylvania
$300K -$308K -3,398 -51%
FC
381
Financial Consulate
Maryland
$300K -$3.08K -34 -1%
WAG
382
Winthrop Advisory Group
Massachusetts
$298K +$91 +1 +0%
GC
383
Garde Capital
Washington
$297K +$2.26K +25 +0.8%
Nuveen Asset Management
384
Nuveen Asset Management
Illinois
$294K +$294K +3,237 New
EWM
385
Empirical Wealth Management
Washington
$285K +$1.18K +13 +0.4%
CPIG
386
Chicago Partners Investment Group
Illinois
$285K +$3.46K +37 +1%
RPC
387
Rossmore Private Capital
Connecticut
$284K – – –
RC
388
RegentAtlantic Capital
New Jersey
$283K +$635 +7 +0.2%
SWP
389
Stratos Wealth Partners
Ohio
$282K +$1.18K +13 +0.4%
CPFP
390
Clear Perspectives Financial Planning
Ohio
$281K +$281K +3,100 New
RIA
391
Regal Investment Advisors
Michigan
$280K +$280K +3,084 New
CCT
392
Country Club Trust
Missouri
$278K – – –
Capital Research Global Investors
393
Capital Research Global Investors
California
$272K +$272K +3,001 New
APA
394
American Portfolios Advisors
New York
$271K -$3.54K -39 -1%
WP
395
WealthSource Partners
California
$269K -$3.17K -35 -1%
CWMU
396
Caliber Wealth Management (Utah)
Utah
$269K +$269K +2,967 New
MSL
397
Mackay Shields LLC
New York
$268K +$18.2K +200 +7%
RWA
398
Ropes Wealth Advisors
Massachusetts
$267K +$110K +1,217 +70%
CPW
399
Catalyst Private Wealth
California
$265K +$91 +1 +0%
CCM
400
Coldstream Capital Management
Washington
$259K +$91 +1 +0%
14 15
16
17 18