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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.86%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$379M
2
Bank of America
Bank of America
North Carolina
$439M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
UBS Group
UBS Group
Switzerland
$321M
5
Goldman Sachs
Goldman Sachs
New York
$178M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
2
HNB
Huntington National Bank
Ohio
$45.5M
3
Citigroup
Citigroup
New York
$3.32M
4
QIM
Quantitative Investment Management
Virginia
$0
5
SRA
Summit Rock Advisors
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
126
West Paces Advisors
Georgia
$3.7M – – –
AM
127
Atwater Malick
Pennsylvania
$3.62M +$3.62M +56,364 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$3.49M +$1.95M +30,387 +127%
BL
129
Balentine LLC
Georgia
$3.49M +$515K +8,021 +17%
MWP
130
MYCIO Wealth Partners
Pennsylvania
$3.44M +$3.44M +53,571 New
FWP
131
FAS Wealth Partners
Kansas
$3.41M +$1.03M +16,044 +43%
Stifel Financial
132
Stifel Financial
Missouri
$3.41M +$2.63M +40,962 +338%
PWAG
133
Polaris Wealth Advisory Group
California
$3.39M -$105K -1,641 -3%
Citigroup
134
Citigroup
New York
$3.32M -$36.6M -571,054 -92%
RIS
135
Retirement Income Solutions
Michigan
$3.28M +$818K +12,753 +33%
PI
136
PineBridge Investments
New York
$3.21M +$2.18M +34,017 +213%
RA
137
RFG Advisory
Alabama
$3.19M +$3.19M +49,665 New
FF
138
Fluent Financial
Texas
$3.17M +$3.17M +49,430 New
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$3.14M -$897K -13,945 -22%
PFM
140
Peak Financial Management
Massachusetts
$3.1M +$960K +14,953 +45%
MFW
141
Meristem Family Wealth
Minnesota
$3.09M +$2.73M +42,607 +767%
JWS
142
Juncture Wealth Strategies
Arizona
$3.09M -$487K -7,589 -14%
Mariner
143
Mariner
Kansas
$3.02M +$2.49M +38,869 +478%
BJL
144
Brighton Jones LLC
Washington
$2.93M +$773K +12,052 +36%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.84M +$1M +15,616 +55%
DG
146
Delek Group
Israel
$2.81M -$376K -5,522 -12%
William Blair & Company
147
William Blair & Company
Illinois
$2.79M +$1.47M +22,859 +110%
PWM
148
Perigon Wealth Management
California
$2.74M – – –
SC
149
Scotia Capital
Ontario, Canada
$2.74M +$1.99M +30,990 +264%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$2.68M +$1.12M +17,418 +72%
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