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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

247 hedge funds and large institutions have $2.92B invested in iShares MSCI ACWI ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
40
Increased
103
Reduced
63
Closed
28
Calls
$139M
Puts
$135M
Net Calls
+$4.14M
Net Calls Change
+$153M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$97.3M
2
FTUS
2
Flow Traders U.S.
New York
$95.2M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$165M
4
QIM
4
Quantitative Investment Management
Virginia
$44.5M
5
BlackRock
5
BlackRock
New York
$43M

Top Sellers

1
Citigroup
1
Citigroup
New York
$110M
2
HNB
2
Huntington National Bank
Ohio
$70.2M
3
RO
3
Reservoir Operations
New York
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$8.28M
5
Morgan Stanley
5
Morgan Stanley
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
176
Rikoon Group
New Mexico
$406K – – –
BEC
177
Blue Edge Capital
Virginia
$372K +$34.2K +497 +10%
BFO
178
Boston Family Office
Massachusetts
$344K – – –
BWM
179
Baystate Wealth Management
Massachusetts
$343K +$98.4K +1,418 +40%
RC
180
Rinet Company
Massachusetts
$336K +$30.7K +447 +10%
CWM
181
Cahaba Wealth Management
Georgia
$327K +$327K +4,757 New
NPF
182
Norris Perne & French
Michigan
$323K +$14.3K +208 +5%
BSW
183
Buckingham Strategic Wealth
Missouri
$299K +$299K +4,340 New
FF
184
Friedenthal Financial
New Jersey
$288K -$7.24K -105 -2%
WF
185
WealthTrust Fairport
Ohio
$279K – – –
HW
186
Hancock Whitney
Mississippi
$275K – – –
CFA
187
Carroll Financial Associates
North Carolina
$273K +$57.1K +825 +26%
CDIA
188
Capital Directions Investment Advisors
Georgia
$271K – – –
TG
189
Threshold Group
Washington
$266K +$266K +3,865 New
VCP
190
Vista Capital Partners
Oregon
$261K +$30.9K +450 +13%
BW
191
Bison Wealth
Georgia
$259K – – –
William Blair & Company
192
William Blair & Company
Illinois
$257K – – –
FEG
193
Fund Evaluation Group
Ohio
$250K – – –
RSA
194
Robertson Stephens Advisors
California
$239K -$66.9K -974 -22%
SFG
195
StrategIQ Financial Group
Indiana
$234K -$258K – –
BCM
196
Bienville Capital Management
New York
$231K – – –
KP
197
Keel Point
Alabama
$221K -$788K -11,450 -78%
CAL
198
Capital Advisors Ltd
Ohio
$221K – – –
GC
199
Garde Capital
Washington
$218K – – –
Lazard Asset Management
200
Lazard Asset Management
New York
$216K -$1.14M -16,556 -84%
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8
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