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iShares MSCI ACWI ETF

566 hedge funds and large institutions have $17.3B invested in iShares MSCI ACWI ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 165 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
8.96%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
0.78%
New
54
Increased
165
Reduced
212
Closed
43
Calls
$76.7M
Puts
$87.4M
Net Calls
-$10.7M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
151
EP Wealth Advisors
California
$4.55M +$28.4K +285 +0.6%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$4.5M -$435K -4,365 -9%
TA
153
Tiedemann Advisors
New York
$4.5M +$114K +1,138 +3%
AA
154
Ashford Advisors
New York
$4.45M -$51.3K -514 -1%
SPI
155
Sutton Place Investors
New York
$4.43M -$42.6K -451 -1%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$4.42M +$59.1K +583 +1%
AF
157
Advisornet Financial
Minnesota
$4.24M -$3.19M -31,984 -43%
SW
158
SteelPeak Wealth
California
$4.24M -$7M -70,196 -62%
SFG
159
SNS Financial Group
Minnesota
$4.23M -$669K -6,705 -14%
CIG
160
Capricorn Investment Group
California
$4.06M -$3M -30,105 -43%
AM
161
Atwater Malick
Pennsylvania
$4.04M -$61.2K -613 -1%
AFP
162
Ausdal Financial Partners
Iowa
$3.95M +$127K +1,277 +3%
NCM
163
Northside Capital Management
Oregon
$3.94M +$998 +10 +0%
Polen Capital Management
164
Polen Capital Management
Florida
$3.89M -$4.29M -42,972 -52%
HF
165
HRT Financial
New York
$3.88M +$3.88M +38,883 New
Natixis Advisors
166
Natixis Advisors
Massachusetts
$3.87M +$157K +1,570 +4%
CWA
167
Clarus Wealth Advisors
Arizona
$3.81M +$148K +1,523 +4%
CCP
168
Corient Capital Partners
California
$3.77M -$129K -1,292 -3%
CGL
169
Clarius Group LLC
Washington
$3.66M
WDL
170
Well Done LLC
Michigan
$3.64M +$64.2K +643 +2%
IWN
171
Independent Wealth Network
Iowa
$3.58M +$158K +1,579 +5%
FPOC
172
Financial Planners of Cleveland
Ohio
$3.55M +$3.31M +33,202 +1,383%
BP
173
Ballentine Partners
Massachusetts
$3.55M +$48.4K +485 +1%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$628K -6,293 -15%
PCIG
175
Partners Capital Investment Group
Massachusetts
$3.53M -$4.7M -47,134 -57%