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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 %
SLT
151
St Louis Trust
Missouri
$2.67M +$33.4K +520 +1%
BIP
152
Brandes Investment Partners
California
$2.58M +$2.58M +40,182 New
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$2.5M -$847K -13,200 -25%
EDRH
154
Edmond de Rothschild Holding
Switzerland
$2.48M +$423K +6,588 +21%
SFA
155
Sequoia Financial Advisors
Ohio
$2.41M -$67.8K -1,056 -3%
FC
156
Financial Consulate
Maryland
$2.4M +$2.21M +34,501 +1,190%
PGAM
157
Princeton Global Asset Management
New Jersey
$2.33M +$2.33M +36,290 New
GC
158
Gratus Capital
Georgia
$2.32M +$2.32M +36,092 New
DIP
159
DT Investment Partners
Pennsylvania
$2.27M +$2.27M +35,400 New
GFP
160
Gryphon Financial Partners
Ohio
$2.21M +$453K +7,062 +26%
FMBTD
161
First Midwest Bank Trust Division
Illinois
$2.21M -$2.26M -35,248 -51%
QCM
162
Quest Capital Management
Texas
$2.14M +$2.14M +33,377 New
FIM
163
Frontier Investment Management
Texas
$2.14M +$477K +7,441 +29%
CGL
164
Clarius Group LLC
Washington
$2.13M +$20.5K +320 +1%
ZIG
165
Zurich Insurance Group
Switzerland
$2.13M -$524K -8,419 -20%
FNBOO
166
First National Bank of Omaha
Nebraska
$2.1M +$2.1M +32,700 New
Comerica Bank
167
Comerica Bank
Texas
$2.04M -$216K -3,185 -10%
S
168
Surevest
California
$2.04M +$2.04M +31,733 New
GT
169
Greenleaf Trust
Michigan
$2.03M -$1.38M -21,465 -40%
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$2.02M -$1.56M -24,400 -43%
LF
171
Lee Financial
Texas
$1.99M +$121K +1,878 +6%
Chevy Chase Trust
172
Chevy Chase Trust
Maryland
$1.99M +$74.5K +1,160 +4%
OWA
173
One Wealth Advisors
California
$1.96M +$1.96M +30,534 +203,560%
S
174
SignatureFD
Georgia
$1.95M +$1.91M +29,734 +4,218%
AG
175
Advisor Group
Arizona
$1.94M +$860K +13,404 +80%
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