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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in iShares MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 179 increasing their positions, 178 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
9.04%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
0.89%
New
39
Increased
179
Reduced
178
Closed
23
Calls
$181M
Puts
$136M
Net Calls
+$45.1M
Net Calls Change
-$14.2M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$233M
2
UBS Group
UBS Group
Switzerland
+$228M
3
CA
Capitolis Advisors
New York
+$168M
4
Goldman Sachs
Goldman Sachs
New York
+$121M
5
Jane Street
Jane Street
New York
+$105M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$441M
2
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$140M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$101M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98.4M
5
MGB
Mass General Brigham
Massachusetts
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
401
RPg Family Wealth Advisory
Massachusetts
$288K +$288K +2,847 New
SG
402
Strid Group
Pennsylvania
$287K -$2.73K -27 -0.9%
CCM
403
Coldstream Capital Management
Washington
$285K -$2.93K -29 -1%
CPFP
404
Clear Perspectives Financial Planning
Ohio
$283K – – –
FWM
405
ForthRight Wealth Management
Georgia
$279K – – –
FWIA
406
Fort Washington Investment Advisors
Ohio
$277K – – –
GSIS
407
Global Strategic Investment Solutions
Arizona
$275K – – –
KeyBank National Association
408
KeyBank National Association
Ohio
$274K – – –
RTS
409
Round Table Services
New Jersey
$272K +$303 +3 +0.1%
BONH
410
Bank of New Hampshire
New Hampshire
$271K +$271K +2,678 New
PGA
411
Portland Global Advisors
Maine
$271K +$271K +2,681 New
ASN
412
Advisory Services Network
Georgia
$270K +$26.6K +262 +11%
MCM
413
MAI Capital Management
Ohio
$269K -$6.08K -60 -2%
HGWM
414
Horst & Graben Wealth Management
Oregon
$269K +$709 +7 +0.3%
CFA
415
Carroll Financial Associates
North Carolina
$264K +$74.8K +741 +40%
HSA
416
HBK Sorce Advisory
Pennsylvania
$259K – – –
SQA
417
Simon Quick Advisors
New Jersey
$253K +$93K +922 +58%
BFA
418
Beaumont Financial Advisors
Massachusetts
$252K +$252K +2,489 New
ESB
419
Essex Savings Bank
Connecticut
$250K – – –
BCP
420
Blue Chip Partners
Michigan
$248K +$23.7K +235 +11%
PFS
421
Prospera Financial Services
Texas
$242K +$242K +2,394 New
PGAM
422
Princeton Global Asset Management
New Jersey
$241K -$138K -1,360 -36%
RCAG
423
Rehmann Capital Advisory Group
Michigan
$239K +$101 +1 +0%
GSEP
424
Golden State Equity Partners
California
$234K +$608 +6 +0.3%
OGF
425
Orin Green Financial
California
$228K -$6.28K -62 -3%
15 16
17
18 19