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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

423 hedge funds and large institutions have $4.15B invested in iShares MSCI ACWI ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+22
Holders Change %
+5.49%
% of All Funds
9.29%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.9%
New
54
Increased
148
Reduced
136
Closed
30
Calls
$33.4M
Puts
$79M
Net Calls
-$45.6M
Net Calls Change
-$225M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$106M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$121M
3
Jane Street
3
Jane Street
New York
$75.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$170M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$305M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$145M
2
Barclays
2
Barclays
United Kingdom
$8.92M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.69M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$20.6M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
151
Lee Financial
Texas
$2.66M +$67.5K +915 +3%
DCM
152
Disciplina Capital Management
Tennessee
$2.56M – – –
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$2.56M +$1.1M +14,900 +75%
SFG
154
SNS Financial Group
Minnesota
$2.54M -$17.6K -239 -0.7%
CGL
155
Clarius Group LLC
Washington
$2.54M +$60K +813 +2%
CA
156
Cambridge Associates
Massachusetts
$2.49M +$180K +2,444 +8%
ZIG
157
Zurich Insurance Group
Switzerland
$2.43M -$23.1K -318 -0.9%
DS
158
DRW Securities
Illinois
$2.41M +$2.41M +32,665 New
AI
159
Atria Investments
North Carolina
$2.37M +$278K +3,764 +13%
PGAM
160
Princeton Global Asset Management
New Jersey
$2.36M -$222K -3,050 -9%
PFO
161
Pathstone Family Office
New Jersey
$2.31M -$493K -6,683 -18%
S
162
Surevest
California
$2.12M – – –
CIAS
163
Capital Investment Advisory Services
North Carolina
$2.11M +$1.6M +21,648 +314%
SFS
164
Sowell Financial Services
Arkansas
$2.09M +$2.09M +28,278 New
BP
165
BBR Partners
New York
$2.06M – – –
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$2.06M +$5.46K +74 +0.3%
FWP
167
FAS Wealth Partners
Kansas
$2.06M -$98.4K -1,334 -5%
WAG
168
Winthrop Advisory Group
Massachusetts
$2.06M – – –
William Blair & Company
169
William Blair & Company
Illinois
$2.05M -$1.31M -17,814 -39%
A
170
AdvicePeriod
California
$2.03M +$156K +2,122 +8%
Stifel Financial
171
Stifel Financial
Missouri
$2.02M +$11.9K +161 +0.6%
RA
172
RFG Advisory
Alabama
$1.96M +$251K +3,397 +15%
Chevy Chase Trust
173
Chevy Chase Trust
Maryland
$1.96M +$5.9K +80 +0.3%
CFGS
174
Concourse Financial Group Securities
Alabama
$1.95M +$1.95M +26,399 New
MIM
175
Macroview Investment Management
Maryland
$1.84M -$22.7K -308 -1%
5 6
7
8 9