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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

503 hedge funds and large institutions have $7.36B invested in iShares MSCI ACWI ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 168 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+60
Holders Change %
+13.54%
% of All Funds
8.92%
Holding in Top 10
47
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+42.42%
% of All Funds
0.83%
New
98
Increased
168
Reduced
156
Closed
30
Calls
$144M
Puts
$115M
Net Calls
+$28.4M
Net Calls Change
-$153M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531M
2
UBS Group
2
UBS Group
Switzerland
$676M
3
Northern Trust
3
Northern Trust
Illinois
$130M
4
WKKFT
4
W.K. Kellogg Foundation Trust
Michigan
$126M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$18.6M
2
Bank of America
2
Bank of America
North Carolina
$101M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$4.39M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$272M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$5.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
476
Allworth Financial
California
$20K +$20K +217 New
TPCW
477
TD Private Client Wealth
New York
$19.1K -$119K -1,315 -86%
HCC
478
Hirtle Callaghan & Co
Pennsylvania
$19K – – –
RCA
479
Rowland Carmichael Advisors
Arizona
$18K – – –
GRP
480
Global Retirement Partners
California
$18K – – –
RIM
481
Rockbridge Investment Management
New York
$18K – – –
IWP
482
IAG Wealth Partners
Wisconsin
$18K – – –
CC
483
Cassaday & Co
Virginia
$17K +$17K +186 New
IAIM
484
International Assets Investment Management
Florida
$17K +$17K +187 New
WTC
485
WhitTier Trust Company
Nevada
$16K – – –
RDFA
486
Ritter Daniher Financial Advisory
Ohio
$15K +$15K +165 New
AWM
487
Avior Wealth Management
Nebraska
$10K – – –
FHA
488
First Horizon Advisors
Tennessee
$9K – – –
WAS
489
Winch Advisory Services
Wisconsin
$9K +$191 +2 +2%
MCM
490
Manchester Capital Management
Vermont
$7K – – –
GI
491
Gradient Investments
Minnesota
$7K – – –
FPW
492
Flagship Private Wealth
Massachusetts
$6.96K +$6.96K +76 New
TAM
493
Tucker Asset Management
Colorado
$4.54K +$4.54K +50 New
BWM
494
BerganKDV Wealth Management
Minnesota
$4K +$4K +43 New
HR
495
Howe & Rusling
New York
$3K – – –
CIR
496
Clear Investment Research
Georgia
$3K – – –
AFS
497
Annapolis Financial Services
Maryland
$3K +$3K +28 New
CAAS
498
Capital Asset Advisory Services
Michigan
$3K +$3K +31 New
EW
499
Element Wealth
Mississippi
$3K +$3K +31 New
TCWA
500
Ten Capital Wealth Advisors
Washington
$3K +$3K +31 New
18 19
20
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