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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

198 hedge funds and large institutions have $1.7B invested in iShares MSCI ACWI ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-14
Holders Change %
-6.6%
% of All Funds
5.28%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.61%
New
29
Increased
40
Reduced
89
Closed
41
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$21.2M

Top Buyers

1
BM
Brandywine Managers
Delaware
$128M
2
AllianceBernstein
AllianceBernstein
Tennessee
$38M
3
Jane Street
Jane Street
New York
$29.8M
4
FTUS
Flow Traders U.S.
New York
$27M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.5M

Top Sellers

1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
2
Allianz Asset Management
Allianz Asset Management
Germany
$27.8M
3
BIM
BlackRock Investment Management
Delaware
$2.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.01M
5
Goldman Sachs
Goldman Sachs
New York
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
176
Rockefeller Financial Services
New York
$110K – – –
Creative Planning
177
Creative Planning
Kansas
$104K +$100K +1,782 +2,742%
ACM
178
Argentus Capital Management
Texas
$80K +$80K +1,434 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$70K – – –
CG
180
Cutler Group
California
$56K -$53.3K -951 -49%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$54K -$322K -5,700 -86%
Lazard Asset Management
182
Lazard Asset Management
New York
$49K -$5.03M -89,763 -99%
S
183
SignatureFD
Georgia
$40K – – –
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$38K – – –
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$33.4K -$17.9K -319 -35%
TIM
186
Tortoise Investment Management
New York
$33K -$20.7K -370 -39%
CA
187
CapWealth Advisors
Tennessee
$30K – – –
WTC
188
WhitTier Trust Company
Nevada
$27K – – –
JFA
189
JNBA Financial Advisors
Minnesota
$25K – – –
WAS
190
Winch Advisory Services
Wisconsin
$22K – – –
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$20K -$3.08M -55,477 -99%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$18K -$64.7K -1,168 -78%
CI
193
Clal Insurance
Israel
$17K +$17K +300 New
CGH
194
Cleary Gull Holdings
Wisconsin
$6K – – –
TFA
195
Transamerica Financial Advisors
Florida
$3K – – –
AIP
196
Ameritas Investment Partners
Nebraska
$2K – – –
AWM
197
Avior Wealth Management
Nebraska
$2K +$2K +34 New
CFA
198
CT Financial Advisors
Pennsylvania
$1.85K – – –
CIR
199
Clear Investment Research
Georgia
$1K – – –
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
– -$167M -2,991,738 Closed
6 7
8
9 10