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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 %
FA
151
FDx Advisors
Illinois
$363K +$1.12K +19 +0.3%
SHJ
152
Sharkey, Howes & Javer
Colorado
$362K -$81.6K -1,382 -18%
EVM
153
Eaton Vance Management
Massachusetts
$356K +$356K +6,020 New
MWAC
154
Mariner Wealth Advisors (Cincinnati)
Ohio
$354K +$473 +8 +0.1%
PWAG
155
Polaris Wealth Advisory Group
California
$336K +$12.8K +217 +4%
Victory Capital Management
156
Victory Capital Management
Texas
$333K +$333K +5,639 New
Lazard Asset Management
157
Lazard Asset Management
New York
$323K +$289K +4,889 +843%
Creative Planning
158
Creative Planning
Kansas
$309K -$9.59K -162 -3%
BEC
159
Blue Edge Capital
Virginia
$304K -$26.5K -448 -8%
NA
160
Navellier & Associates
Nevada
$302K +$302K +5,113 New
BFO
161
Boston Family Office
Massachusetts
$295K – – –
CFA
162
Carroll Financial Associates
North Carolina
$289K +$14.8K +250 +5%
HW
163
Hancock Whitney
Mississippi
$287K +$70.1K +1,187 +32%
TRCT
164
Tower Research Capital (TRC)
New York
$278K +$156K +2,629 +127%
FF
165
Friedenthal Financial
New Jersey
$274K – – –
CDIA
166
Capital Directions Investment Advisors
Georgia
$268K -$23.6K -400 -8%
MCM
167
Matterhorn Capital Management
Texas
$267K – – –
MFW
168
Meristem Family Wealth
Minnesota
$266K +$1.06K +18 +0.4%
VCP
169
Vista Capital Partners
Oregon
$252K – – –
CIA
170
Capital Investment Advisors
Georgia
$247K +$247K +4,183 New
SCM
171
Shelton Capital Management
Colorado
$241K – – –
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$240K -$4.19K -71 -2%
William Blair & Company
173
William Blair & Company
Illinois
$221K -$183K -3,100 -45%
SSG
174
Summit Securities Group
New York
$213K +$213K +3,598 New
Stifel Financial
175
Stifel Financial
Missouri
$207K -$890K -15,114 -81%
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7
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