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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
317
Holders Change
+70
Holders Change %
+28.34%
% of All Funds
7.2%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
90
Increased
115
Reduced
71
Closed
15
Calls
$2.37M
Puts
$236M
Net Calls
-$233M
Net Calls Change
-$238M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$113M
2
BlackRock
2
BlackRock
New York
$113M
3
Citigroup
3
Citigroup
New York
$163M
4
Morgan Stanley
4
Morgan Stanley
New York
$183M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$294K
2
QIM
2
Quantitative Investment Management
Virginia
$7.49M
3
LMGAM
3
Liberty Mutual Group Asset Management
Massachusetts
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.43M
5
AL
5
Aspiriant LLC
California
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$738K 10,242 – –
MA
177
Mutual Advisors
Nebraska
$738K 10,231 +10,231 New
STA
178
Summit Trail Advisors
New York
$726K 9,492 +9,492 New
JFG
179
JMG Financial Group
Illinois
$710K 9,843 +9,843 New
RPG
180
Risk Paradigm Group
Texas
$661K 9,173 -666 -7%
BIP
181
Brandes Investment Partners
California
$640K 8,875 +8,875 New
CIBC World Market
182
CIBC World Market
Ontario, Canada
$639K 8,870 -15 -0.2%
G
183
GenTrust
Florida
$634K 8,797 +47 +0.5%
AL
184
Aspiriant LLC
California
$624K 8,649 -298,802 -97%
ANTB
185
AMG National Trust Bank
Colorado
$614K 8,515 – –
SG
186
Strid Group
Pennsylvania
$594K 8,239 +396 +5%
TSS
187
Two Sigma Securities
New York
$593K 8,228 -10,828 -57%
BWM
188
Bernicke Wealth Management
Wisconsin
$585K 8,113 +8,113 New
Barclays
189
Barclays
United Kingdom
$568K 7,879 -18,057 -70%
KAH
190
Kathryn A. Hall
$562K 7,800 -5,600 -42%
PW
191
Price Wealth
Texas
$561K 7,785 +7,785 New
Creative Planning
192
Creative Planning
Kansas
$560K 7,766 +7,766 New
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
$560K 7,774 +7,773 +777,300%
Stifel Financial
194
Stifel Financial
Missouri
$558K 7,749 +769 +11%
Mariner
195
Mariner
Kansas
$554K 7,674 +1,375 +22%
MWAC
196
Mariner Wealth Advisors (Cincinnati)
Ohio
$550K 7,635 -294 -4%
DY
197
Dowling & Yahnke
California
$543K 7,538 – –
NGA
198
Naples Global Advisors
Florida
$536K 7,430 – –
CWM
199
Circle Wealth Management
New Jersey
$533K 7,393 +9 +0.1%
GTAM
200
Global Trust Asset Management
Florida
$527K 7,317 +7,317 New
6 7
8
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