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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

217 hedge funds and large institutions have $1.7B invested in iShares MSCI ACWI ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+9
Holders Change %
+4.33%
% of All Funds
5.8%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
28
Increased
66
Reduced
78
Closed
17
Calls
$36.7M
Puts
$38M
Net Calls
-$1.33M
Net Calls Change
-$183K

Top Buyers

1
CCM
1
Cantillon Capital Management
New York
$108M
2
Wells Fargo
2
Wells Fargo
California
$91.1M
3
GFM
3
Gramercy Funds Management
Connecticut
$22.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$46.3M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$14.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$668K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.59M
3
BlackRock
3
BlackRock
New York
$14.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.4M
5
BM
5
Brandywine Managers
Delaware
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
Weatherly Asset Management
California
$622K +$79.6K +1,346 +15%
FCH
127
Freestone Capital Holdings
Washington
$604K +$154K +2,605 +34%
BCI
128
Brinker Capital Investments
Pennsylvania
$591K -$3.01M -51,000 -84%
PVH
129
Psagot Value Holdings
Israel
$561K +$49.5K +838 +10%
Hudson Bay Capital Management
130
Hudson Bay Capital Management
Connecticut
$538K – – –
Franklin Resources
131
Franklin Resources
California
$532K -$24.7K -417 -4%
BWM
132
Baystate Wealth Management
Massachusetts
$521K -$325K -5,501 -38%
HHGA
133
Halbert Hargrove Global Advisors
California
$515K – – –
AL
134
Aspiriant LLC
California
$514K -$11.8K -200 -2%
ANTB
135
AMG National Trust Bank
Colorado
$503K +$503K +8,515 New
TG
136
Threshold Group
Washington
$489K -$2.31M -39,134 -83%
CMP
137
Courage Miller Partners
Virginia
$480K – – –
NGA
138
Naples Global Advisors
Florida
$472K -$8.86K -150 -2%
SC
139
Scotia Capital
Ontario, Canada
$470K -$12.9K -219 -3%
KAH
140
Kathryn A. Hall
$457K – – –
DY
141
Dowling & Yahnke
California
$445K – – –
JRP
142
Jasper Ridge Partners
California
$439K -$76.7K -1,298 -15%
GG
143
Gofen & Glossberg
Illinois
$416K – – –
BIP
144
Brandes Investment Partners
California
$414K +$414K +7,008 New
BFA
145
Beaumont Financial Advisors
Massachusetts
$412K +$2.24K +38 +0.5%
VKH
146
Virtu KCG Holdings
New York
$410K -$290K -4,906 -41%
MCM
147
Millie Capital Management
California
$395K – – –
CIBC World Market
148
CIBC World Market
Ontario, Canada
$394K +$394K +6,670 New
RG
149
Rikoon Group
New Mexico
$378K +$378K +6,410 New
AG
150
Advisor Group
Arizona
$370K +$17.8K +301 +5%
4 5
6
7 8