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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 %
EDRH
126
Edmond de Rothschild Holding
Switzerland
$1.82M 25,197 -3,350 -12%
GFP
127
Gryphon Financial Partners
Ohio
$1.78M 24,726 +24,726 New
BJL
128
Brighton Jones LLC
Washington
$1.77M 24,531 +1,399 +6%
FCH
129
Freestone Capital Holdings
Washington
$1.68M 23,343 +6,317 +37%
SFFS
130
Stonehage Fleming Financial Services
Jersey
$1.66M 23,033 +5,476 +31%
PAG
131
Private Advisor Group
New Jersey
$1.64M 22,176 -54,492 -71%
FIM
132
Frontier Investment Management
Texas
$1.61M 22,311 +1,071 +5%
AI
133
Atria Investments
North Carolina
$1.6M 22,230 -1,164 -5%
HTC
134
Haverford Trust Company
Pennsylvania
$1.51M 20,894 – –
Comerica Bank
135
Comerica Bank
Texas
$1.47M 19,174 +1,308 +7%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$1.46M 20,191 -6,030 -23%
LF
137
Lee Financial
Texas
$1.4M 19,479 +2,910 +18%
NF
138
Nikulski Financial
Iowa
$1.38M 19,068 +19,068 New
PP
139
PagnatoKarp Partners
Virginia
$1.37M 19,057 +19,057 New
PCP
140
Proficio Capital Partners
Massachusetts
$1.34M 18,570 +18,570 New
FT
141
Fiduciary Trust
Massachusetts
$1.27M 17,642 – –
Natixis Advisors
142
Natixis Advisors
Massachusetts
$1.26M 17,469 -543 -3%
JRP
143
Jasper Ridge Partners
California
$1.25M 17,398 -13,860 -44%
CG
144
Cutler Group
California
$1.25M 17,290 -11,610 -40%
ASN
145
Advisory Services Network
Georgia
$1.23M 17,085 +2,046 +14%
SFC
146
SYM Financial Corp
Indiana
$1.2M 16,601 +16,601 New
SGA
147
Sustainable Growth Advisers
Connecticut
$1.17M 16,230 +16,230 New
B
148
Brightworth
Georgia
$1.16M 16,124 +3,120 +24%
WSTAM
149
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M 15,931 -1,342 -8%
RW
150
Rand Wealth
Maryland
$1.07M 14,901 +14,901 New
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6
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