ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

185 hedge funds and large institutions have $1.52B invested in iShares MSCI ACWI ETF in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 22 closing their positions.

Holders
185
Holders Change
+13
Holders Change %
+7.56%
% of All Funds
4.99%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.62%
New
36
Increased
57
Reduced
63
Closed
22
Calls
$5.18M
Puts
$2.24M
Net Calls
+$2.94M
Net Calls Change
+$4.04M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$120M
2
BM
2
Brandywine Managers
Delaware
$131M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$59.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$50.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$61.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$2.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$19.4M
4
AUIM
4
Aegon USA Investment Management
Iowa
$0
5
Bank of America
5
Bank of America
North Carolina
$27.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$13M 218,449 -70,517 -24%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$12.5M 211,064 +81,176 +62%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10.7M 179,251 +35,810 +25%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$10.5M 176,923 -27,458 -13%
AG
30
Appleton Group
Wisconsin
$10.4M 175,562 +2,669 +2%
UBS Group
31
UBS Group
Switzerland
$10.3M 173,543 -48,273 -22%
QI
32
QS Investors
New York
$9.54M 160,474 +160,474 New
PIM
33
Parasol Investment Management
Illinois
$8.97M 150,910 -9,070 -6%
FMBTD
34
First Midwest Bank Trust Division
Illinois
$8.96M 150,700 -7,030 -4%
BCI
35
Brinker Capital Investments
Pennsylvania
$8.37M 140,725 -6,000 -4%
CWM
36
Concert Wealth Management
California
$7.86M 132,054 +132,054 New
JWM
37
Jackson Wealth Management
Florida
$7.23M 121,823 +121,823 New
HNB
38
Huntington National Bank
Ohio
– – -117,887 Closed
RJA
39
Raymond James & Associates
Florida
$6.91M 116,171 +10,523 +10%
CLOS
40
Compagnie Lombard Odier SCmA
Switzerland
$6.53M 109,750 -1,270 -1%
US Bancorp
41
US Bancorp
Minnesota
$6.28M 105,556 -13,606 -11%
CAW
42
Cornerstone Advisors (Washington)
Washington
$6.12M 102,879 +6,544 +7%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$6.1M 102,720 – –
UCFA
44
United Capital Financial Advisors
Texas
$6M 100,848 +24,079 +31%
LOT
45
Lombard Odier Transatlantic
Quebec, Canada
$5.35M 90,000 – –
CA
46
Commerzbank Aktiengesellschaft
Germany
$5.06M 85,050 +85,050 New
BIM
47
BlackRock Investment Management
Delaware
$4.87M 81,855 +67,795 +482%
GWA
48
Genesis Wealth Advisors
Massachusetts
$4.83M 81,171 +15,968 +24%
PL
49
Parkwood LLC
Ohio
$4.65M 78,144 +78,144 New
JWS
50
Juncture Wealth Strategies
Arizona
$4.42M 74,419 +1,823 +3%
1
2
3 4 5