ACWI icon

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 %
AssetMark Inc
426
AssetMark Inc
California
$51K -$553 -7 -1%
BWM
427
BigSur Wealth Management
Florida
$48K +$48K +600 New
PA
428
Procyon Advisors
Connecticut
$44K +$44K +555 New
TWA
429
TCI Wealth Advisors
Arizona
$43K +$317 +4 +0.7%
ACM
430
Anfield Capital Management
California
$42K +$42K +516 New
BBA
431
Braun-Bostich & Associates
Pennsylvania
$41K +$41K +516 New
EIP
432
Ellis Investment Partners
Pennsylvania
$35K +$240 +3 +0.7%
JWBC
433
John W. Brooker & Co
California
$35K +$35K +437 New
JCM
434
Jacobi Capital Management
Pennsylvania
$34K +$399 +5 +1%
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$29K – – –
GWM
436
Geneos Wealth Management
Colorado
$28K -$3.36M -42,897 -99%
WCG
437
Weaver Consulting Group
California
$27K – – –
FWM
438
FSA Wealth Management
Massachusetts
$27K +$27K +335 New
AC
439
AlphaCore Capital
California
$27K +$27K +338 New
GRP
440
Global Retirement Partners
California
$22K -$188K -2,384 -90%
NSIM
441
North Star Investment Management
Illinois
$16K – – –
SNT
442
Security National Trust
West Virginia
$16K +$16K +198 New
WTC
443
WhitTier Trust Company
Nevada
$14K – – –
AIA
444
Arcadia Investment Advisors
Idaho
$12.4K – – –
ACA
445
Atlas Capital Advisors
Wyoming
$12K – – –
BWM
446
BerganKDV Wealth Management
Minnesota
$11K – – –
AWM
447
Avior Wealth Management
Nebraska
$11K +$73 +1 +0.7%
CL
448
Cabana LLC
Arkansas
$9K +$9K +114 New
FHA
449
First Horizon Advisors
Tennessee
$8K – – –
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$7K -$9.79K -130 -58%
16 17
18
19 20