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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

388 hedge funds and large institutions have $3.57B invested in iShares MSCI ACWI ETF in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
8.41%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.93%
New
57
Increased
128
Reduced
147
Closed
62
Calls
$24.3M
Puts
$25.4M
Net Calls
-$1.1M
Net Calls Change
-$26.6M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$125M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$81.3M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$54.1M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$84.6M
5
SRA
5
Summit Rock Advisors
New York
$47.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$80.1M
2
Bessemer Group
2
Bessemer Group
New Jersey
$24.5M
3
UBS Group
3
UBS Group
Switzerland
$46.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
126
Disciplina Capital Management
Tennessee
$3.09M -$1.78M -24,630 -37%
PWM
127
Perigon Wealth Management
California
$2.97M – – –
LA
128
LexAurum Advisors
Kansas
$2.96M +$2.96M +41,011 New
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$2.95M +$2.95M +40,900 New
SLT
130
St Louis Trust
Missouri
$2.92M -$80.7K -1,119 -3%
WP
131
WealthSource Partners
California
$2.85M +$2.85M +39,448 New
SFG
132
SNS Financial Group
Minnesota
$2.84M -$1.6M -22,220 -36%
CLOS
133
Compagnie Lombard Odier SCmA
Switzerland
$2.81M – – –
WDL
134
Well Done LLC
Michigan
$2.74M -$1.69M -23,447 -38%
EDRH
135
Edmond de Rothschild Holding
Switzerland
$2.74M -$46.5K -645 -2%
HIM
136
Hanlon Investment Management
New Jersey
$2.72M +$2.72M +37,645 New
FWP
137
FAS Wealth Partners
Kansas
$2.72M -$1.12M -15,585 -29%
MFW
138
Meristem Family Wealth
Minnesota
$2.7M -$771K -10,680 -22%
PGAM
139
Princeton Global Asset Management
New Jersey
$2.62M – – –
Fiera Capital (Canada)
140
Fiera Capital (Canada)
Quebec, Canada
$2.6M -$3.4M -47,137 -57%
DG
141
Delek Group
Israel
$2.6M -$364K -5,072 -12%
RA
142
RFG Advisory
Alabama
$2.59M -$990K -13,736 -28%
CA
143
Cambridge Associates
Massachusetts
$2.55M -$1.77M -24,465 -41%
ZIG
144
Zurich Insurance Group
Switzerland
$2.55M +$128K +1,809 +5%
FIM
145
Frontier Investment Management
Texas
$2.45M +$40K +554 +2%
LF
146
Lee Financial
Texas
$2.42M +$180K +2,499 +8%
CGL
147
Clarius Group LLC
Washington
$2.4M +$1.59K +22 +0.1%
B
148
Brightworth
Georgia
$2.33M -$2.68M -37,173 -53%
Stifel Financial
149
Stifel Financial
Missouri
$2.15M -$1.69M -23,370 -44%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$2.14M -$19.8K -275 -0.9%
4 5
6
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