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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

238 hedge funds and large institutions have $2.45B invested in iShares MSCI ACWI ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 106 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-10
Holders Change %
-4.03%
% of All Funds
5.94%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
21
Increased
106
Reduced
65
Closed
28
Calls
$123M
Puts
$272M
Net Calls
-$149M
Net Calls Change
-$138M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$111M
2
Citigroup
2
Citigroup
New York
$196M
3
RO
3
Reservoir Operations
New York
$60.9M
4
BS
4
Banco Santander
Spain
$58.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$146M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.7M
2
Jane Street
2
Jane Street
New York
$6.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$66.8M
5
AL
5
Aspiriant LLC
California
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$374K -$66.7K -1,018 -15%
GA
177
Geneva Advisors
Illinois
$370K +$10.2K +155 +3%
CI
178
Cambiar Investors
Colorado
$357K +$149K +2,280 +72%
HIM
179
Hanlon Investment Management
New Jersey
$340K -$1.01M -15,406 -75%
BFO
180
Boston Family Office
Massachusetts
$327K – – –
CWM
181
Calamos Wealth Management
Illinois
$325K – – –
BEC
182
Blue Edge Capital
Virginia
$322K +$4.32K +66 +1%
NPF
183
Norris Perne & French
Michigan
$294K +$74.9K +1,143 +34%
RSA
184
Robertson Stephens Advisors
California
$292K +$2.82K +43 +1%
RC
185
Rinet Company
Massachusetts
$291K -$358K -5,464 -55%
AIG
186
American International Group
New York
$289K +$289K +4,412 New
FF
187
Friedenthal Financial
New Jersey
$280K -$9.35K -143 -3%
WF
188
WealthTrust Fairport
Ohio
$266K – – –
HW
189
Hancock Whitney
Mississippi
$261K – – –
SFG
190
StrategIQ Financial Group
Indiana
$258K -$206K -3,258 Closed
CDIA
191
Capital Directions Investment Advisors
Georgia
$258K – – –
BW
192
Bison Wealth
Georgia
$246K +$246K +3,760 New
William Blair & Company
193
William Blair & Company
Illinois
$245K +$10.6K +162 +5%
FEG
194
Fund Evaluation Group
Ohio
$238K +$2.68K +41 +1%
BWM
195
Baystate Wealth Management
Massachusetts
$235K – – –
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$225K +$225K +3,433 New
VCP
197
Vista Capital Partners
Oregon
$219K – – –
BCM
198
Bienville Capital Management
New York
$219K – – –
CAL
199
Capital Advisors Ltd
Ohio
$210K – – –
GC
200
Garde Capital
Washington
$207K +$207K +3,165 New
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