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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
317
Holders Change
+70
Holders Change %
+28.34%
% of All Funds
7.2%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
90
Increased
115
Reduced
71
Closed
15
Calls
$2.37M
Puts
$236M
Net Calls
-$233M
Net Calls Change
-$238M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$113M
2
BlackRock
2
BlackRock
New York
$113M
3
Citigroup
3
Citigroup
New York
$163M
4
Morgan Stanley
4
Morgan Stanley
New York
$183M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$294K
2
QIM
2
Quantitative Investment Management
Virginia
$7.49M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.43M
5
AL
5
Aspiriant LLC
California
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$3.22M 44,601 +10,769 +32%
RIS
102
Retirement Income Solutions
Michigan
$3.04M 42,165 +42,165 New
SFA
103
Sequoia Financial Advisors
Ohio
$3.03M 42,032 +4,859 +13%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$3M 41,628 +18,837 +83%
LSAG
105
Lake Street Advisors Group
New Hampshire
$2.94M 40,760 +40,760 New
PWM
106
Perigon Wealth Management
California
$2.89M 40,114 +40,114 New
CAM
107
Crestone Asset Management
Colorado
$2.84M 39,375 +6,230 +19%
AFP
108
Ausdal Financial Partners
Iowa
$2.82M 39,069 +11,546 +42%
B
109
Barings
North Carolina
$2.81M 38,892 +38,892 New
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$2.74M 37,943 -25,305 -40%
MIH
111
Meitav Investment House
Israel
$2.69M 460,787 +460,787 New
PI
112
PineBridge Investments
New York
$2.54M 35,283 – –
CGL
113
Clarius Group LLC
Washington
$2.54M 35,236 -1,926 -5%
CAM
114
Cidel Asset Management
Ontario, Canada
$2.52M 34,900 – –
State Street
115
State Street
Massachusetts
$2.47M 34,270 +34,270 New
MML Investors Services
116
MML Investors Services
Massachusetts
$2.39M 33,185 +4,530 +16%
CL
117
CPWM LLC
Washington
$2.38M 33,067 -4,855 -13%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$2.35M 32,526 +9,212 +40%
LA
119
Lynch & Associates
Indiana
$2.32M 32,116 +1,151 +4%
BWP
120
BSW Wealth Partners
Colorado
$2.03M 28,138 +13 +0%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$2M 27,667 +27,667 New
HCMT
122
Highland Capital Management (Tennessee)
Tennessee
$1.98M 27,508 – –
BP
123
BBR Partners
New York
$1.98M 27,487 +27,487 New
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$1.94M 28,074 -2,263 -7%
SH
125
Svenska Handelsbanken
Sweden
$1.87M 25,970 -3,630 -12%
3 4
5
6 7