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

Top Sellers

1
MGB
1
Mass General Brigham
Massachusetts
$122M
2
EW
2
Evoke Wealth
California
$0
3
CNHF
3
Conrad N. Hilton Foundation
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$52.7M
5
S
5
Schroders
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PBT
401
Pictet Bank & Trust
Bahamas
$214K +$214K +2,700 New
OIWM
402
OptiFour Integrated Wealth Management
Virginia
$211K +$211K +2,666 New
GC
403
Grimes & Company
Massachusetts
$208K -$30K -378 -13%
SCA
404
Spearhead Capital Advisors
Florida
$202K +$202K +2,552 New
TPCW
405
TD Private Client Wealth
New York
$163K +$163K +2,057 New
IA
406
IFP Advisors
Florida
$162K +$64.6K +813 +66%
SPIA
407
Steward Partners Investment Advisory
New York
$158K +$15.8K +200 +11%
SQA
408
Simon Quick Advisors
New Jersey
$154K +$1.75K +22 +1%
SF
409
Synovus Financial
Georgia
$148K +$14.1K +178 +11%
MCM
410
MV Capital Management
Maryland
$142K – – –
CFN
411
Cordasco Financial Network
Florida
$136K – – –
RWA
412
Ropes Wealth Advisors
Massachusetts
$134K +$48.3K +607 +56%
HIM
413
HawsGoodwin Investment Management
Tennessee
$116K +$116K +1,466 New
WA
414
WestEnd Advisors
North Carolina
$109K +$19.2K +242 +21%
TL
415
TrueWealth LLC
Georgia
$105K +$1.03K +13 +1%
TIM
416
Tortoise Investment Management
New York
$80K -$13.4K -170 -14%
CBT
417
Capital Bank & Trust
California
$79K – – –
HNB
418
Huntington National Bank
Ohio
$79K -$134K – –
VNA
419
Valley National Advisers
Pennsylvania
$63K – – –
LDFR
420
Lehman & Derafelo Financial Resources
Pennsylvania
$61K – – –
HWM
421
HighMark Wealth Management
Minnesota
$60K +$60K +767 New
APWM
422
Atlas Private Wealth Management
New York
$59K +$59K +749 New
LFASL
423
Lugano Financial Advisors SA (LFA)
Switzerland
$55K +$55K +700 New
CB
424
CNB Bank
Pennsylvania
$53K – – –
TF
425
TimeScale Financial
Massachusetts
$53K +$3.41K +43 +7%
15 16
17
18 19