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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

233 hedge funds and large institutions have $2.16B invested in iShares MSCI ACWI ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
5.83%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
47
Increased
97
Reduced
57
Closed
26
Calls
$101M
Puts
$183M
Net Calls
-$82.3M
Net Calls Change
-$81M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$126M
2
BIM
2
BlackRock Investment Management
Delaware
$83M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$50.7M
5
GFM
5
Gramercy Funds Management
Connecticut
$71M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
SP
2
Sarasin & Partners
United Kingdom
$80.4M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$10.5M
4
HNB
4
Huntington National Bank
Ohio
$28.1M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
176
Beaumont Financial Advisors
Massachusetts
$323K -$90.4K -1,527 -22%
NA
177
Navellier & Associates
Nevada
$312K +$9.18K +155 +3%
GA
178
Geneva Advisors
Illinois
$311K +$311K +5,250 New
RSA
179
Robertson Stephens Advisors
California
$311K +$311K +5,264 New
Creative Planning
180
Creative Planning
Kansas
$302K -$6.92K -117 -2%
BFO
181
Boston Family Office
Massachusetts
$296K – – –
CFA
182
Carroll Financial Associates
North Carolina
$289K – – –
HW
183
Hancock Whitney
Mississippi
$287K – – –
BEC
184
Blue Edge Capital
Virginia
$277K -$27.5K -465 -9%
KP
185
Keel Point
Alabama
$273K +$273K +4,611 New
FF
186
Friedenthal Financial
New Jersey
$267K -$7.41K -125 -3%
AIA
187
Avalon Investment & Advisory
Texas
$267K +$267K +4,511 New
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$261K +$20.3K +343 +8%
SI
189
SII Investments
Wisconsin
$254K +$254K +4,280 New
VCP
190
Vista Capital Partners
Oregon
$252K – – –
Stifel Financial
191
Stifel Financial
Missouri
$252K +$43.6K +735 +21%
3AM
192
3EDGE Asset Management
Florida
$248K +$248K +4,200 New
KC
193
Kingfisher Capital
North Carolina
$233K -$486K -8,221 -68%
CDIA
194
Capital Directions Investment Advisors
Georgia
$233K -$35.5K -600 -13%
William Blair & Company
195
William Blair & Company
Illinois
$221K – – –
BWM
196
Baystate Wealth Management
Massachusetts
$212K -$318K -5,289 -60%
WF
197
WealthTrust Fairport
Ohio
$212K +$212K +3,585 New
CA
198
Clearstead Advisors
Ohio
$211K +$211K +3,565 New
FEG
199
Fund Evaluation Group
Ohio
$205K +$205K +3,462 New
CAL
200
Capital Advisors Ltd
Ohio
$190K – – –
6 7
8
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