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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

510 hedge funds and large institutions have $9.07B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-8
Holders Change %
-1.54%
% of All Funds
8.96%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$145M
2
Bank of America
Bank of America
North Carolina
$510M
3
JHCM
Juniper Hill Capital Management
California
$175M
4
USAA
United Services Automobile Association
Texas
$99M
5
Morgan Stanley
Morgan Stanley
New York
$471M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$238M
2
UBS Group
UBS Group
Switzerland
$955M
3
Northern Trust
Northern Trust
Illinois
$28M
4
Citadel Advisors
Citadel Advisors
Florida
$1.03M
5
WA
WestEnd Advisors
North Carolina
$716M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
451
Carolinas Wealth Consulting
North Carolina
$105K -$28.7K -288 -21%
VNA
452
Valley National Advisers
Pennsylvania
$104K – – –
CWM
453
Cedar Wealth Management
California
$100K – – –
SMA
454
Sage Mountain Advisors
Georgia
$97K – – –
SPWG
455
Sage Private Wealth Group
Illinois
$95K – – –
CA
456
Clearstead Advisors
Ohio
$89K – – –
BMD
457
Better Money Decisions
New Mexico
$85K – – –
PCH
458
PGIM Custom Harvest
New Jersey
$83K – – –
LDFR
459
Lehman & Derafelo Financial Resources
Pennsylvania
$76K – – –
MIM
460
MTM Investment Management
South Carolina
$67K – – –
TIM
461
Tortoise Investment Management
New York
$65K -$11.5K -115 -15%
BWM
462
BigSur Wealth Management
Florida
$60K – – –
HWM
463
HighMark Wealth Management
Minnesota
$57K – – –
GPA
464
Guidance Point Advisors
Massachusetts
$55K +$55K +556 New
GAM
465
Gemmer Asset Management
California
$53K +$5.02K +50 +10%
IWMA
466
Ironwood Wealth Management (Arizona)
Arizona
$47K +$9.4K +95 +25%
AIM
467
Anchor Investment Management
South Carolina
$46.2K – – –
JCM
468
Jacobi Capital Management
Pennsylvania
$43K – – –
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$41K – – –
SCM
470
SevenOneSeven Capital Management
Pennsylvania
$40K – – –
RCM
471
Regency Capital Management
Hawaii
$38K +$13.1K +132 +53%
EIP
472
Ellis Investment Partners
Pennsylvania
$37K – – –
GWM
473
Geneos Wealth Management
Colorado
$36K – – –
TWA
474
TCI Wealth Advisors
Arizona
$33K -$5.52K -56 -14%
BCPWM
475
Bradley & Co Private Wealth Management
Florida
$33K – – –
17 18
19
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