ACWI icon

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 %
NFC
176
Northeast Financial Consultants
Connecticut
$207K +$207K +3,499 New
CAL
177
Capital Advisors Ltd
Ohio
$190K +$42.3K +715 +29%
IA
178
IFP Advisors
Florida
$178K -$3.77K -64 -2%
EDRS
179
Edmond de Rothschild (Suisse)
Switzerland
$173K – – –
LNB
180
Ledyard National Bank
$165K – – –
BBPWM
181
Blue Bell Private Wealth Management
Pennsylvania
$156K -$8.91K -150 -5%
PCIG
182
Partners Capital Investment Group
Massachusetts
$150K +$150K +2,532 New
BP
183
Ballentine Partners
Massachusetts
$142K +$142K +2,400 New
HWP
184
Hefty Wealth Partners
Indiana
$130K -$23K -391 -15%
ASN
185
Advisory Services Network
Georgia
$120K – – –
RFS
186
Rockefeller Financial Services
New York
$116K – – –
RFWA
187
RPg Family Wealth Advisory
Massachusetts
$111K +$23.5K +397 +27%
IPC
188
Independent Portfolio Consultants
Florida
$97K – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$67K +$47K +799 +234%
TIM
190
Tortoise Investment Management
New York
$56K +$20.9K +350 +59%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$53K -$17.4K -307 -25%
S
192
SignatureFD
Georgia
$42K – – –
JFA
193
JNBA Financial Advisors
Minnesota
$42K +$42K +711 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$41K – – –
PWM
195
Perigon Wealth Management
California
$40K – – –
CA
196
CapWealth Advisors
Tennessee
$31K – – –
WTC
197
WhitTier Trust Company
Nevada
$28K – – –
GWA
198
Guidant Wealth Advisors
Illinois
$28K +$28K +483 New
BWP
199
BSW Wealth Partners
Colorado
$26.8K -$427K -25,259 -94%
PRS
200
Pinkerton Retirement Specialists
Idaho
$24K -$73.6K -1,224 -75%
6 7
8
9 10