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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

319 hedge funds and large institutions have $2.57B invested in iShares MSCI ACWI ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.32%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
45
Increased
109
Reduced
107
Closed
40
Calls
$41.6M
Puts
$37.7M
Net Calls
+$3.86M
Net Calls Change
+$237M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.2M
2
LPL Financial
LPL Financial
California
$28.1M
3
Morgan Stanley
Morgan Stanley
New York
$201M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.4M
5
UBS Group
UBS Group
Switzerland
$57.7M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$391K
2
Citigroup
Citigroup
New York
$4.91M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
AssetMark Inc
AssetMark Inc
California
$50K
5
FTUS
Flow Traders U.S.
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
126
Lee Financial
Texas
$1.87M +$472K +6,588 +34%
FIM
127
Frontier Investment Management
Texas
$1.85M +$248K +3,459 +16%
SH
128
Svenska Handelsbanken
Sweden
$1.83M – – –
Northern Trust
129
Northern Trust
Illinois
$1.77M -$2.89M -40,277 -62%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$1.76M -$1.22M -17,064 -41%
ICM
131
Ionic Capital Management
New York
$1.72M +$1.72M +24,000 New
AI
132
Atria Investments
North Carolina
$1.7M +$105K +1,463 +7%
Stifel Financial
133
Stifel Financial
Missouri
$1.7M +$1.14M +15,918 +205%
FA
134
FDx Advisors
Illinois
$1.63M +$629K +8,766 +63%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$1.55M +$104K +1,448 +7%
HTC
136
Haverford Trust Company
Pennsylvania
$1.5M – – –
MIH
137
Meitav Investment House
Israel
$1.48M -$31.4M -440,060 -96%
SFFS
138
Stonehage Fleming Financial Services
Jersey
$1.45M -$202K -2,816 -12%
ACP
139
Aveo Capital Partners
Colorado
$1.38M -$2.16M -30,074 -61%
PCP
140
Proficio Capital Partners
Massachusetts
$1.3M -$29.4K -410 -2%
PFM
141
Peak Financial Management
Massachusetts
$1.3M +$1.3M +18,116 New
ASN
142
Advisory Services Network
Georgia
$1.29M +$67.8K +946 +6%
FCH
143
Freestone Capital Holdings
Washington
$1.27M -$402K -5,611 -24%
FT
144
Fiduciary Trust
Massachusetts
$1.24M -$21.5K -300 -2%
MA
145
Mutual Advisors
Nebraska
$1.2M +$468K +6,522 +64%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$1.18M +$325K +4,528 +38%
SFC
147
SYM Financial Corp
Indiana
$1.16M -$25.9K -362 -2%
SGA
148
Sustainable Growth Advisers
Connecticut
$1.16M – – –
WSTAM
149
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M -$18.4K -257 -2%
LSAG
150
Lake Street Advisors Group
New Hampshire
$1.08M -$1.84M -25,702 -63%
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