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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

319 hedge funds and large institutions have $2.57B invested in iShares MSCI ACWI ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.32%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
45
Increased
109
Reduced
107
Closed
40
Calls
$41.6M
Puts
$37.7M
Net Calls
+$3.86M
Net Calls Change
+$237M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.2M
2
LPL Financial
LPL Financial
California
$28.1M
3
Morgan Stanley
Morgan Stanley
New York
$201M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.4M
5
UBS Group
UBS Group
Switzerland
$57.7M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$391K
2
Citigroup
Citigroup
New York
$4.91M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
AssetMark Inc
AssetMark Inc
California
$50K
5
FTUS
Flow Traders U.S.
New York
$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
Legacy Financial Advisors
Kentucky
$765K +$765K +10,590 New
BWM
177
BigSur Wealth Management
Florida
$746K +$746K +10,400 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$745K -$176K -2,461 -19%
GT
179
Glenmede Trust
Pennsylvania
$744K – – –
WT
180
Whittier Trust
California
$734K – – –
NCM
181
New Capital Management
Texas
$728K -$38.6K -539 -5%
JFG
182
JMG Financial Group
Illinois
$706K – – –
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$701K +$701K +9,780 New
CI
184
Cambiar Investors
Colorado
$694K -$188K -2,617 -21%
STA
185
Summit Trail Advisors
New York
$689K +$141K +2,442 +26%
LA
186
Lynch & Associates
Indiana
$668K -$1.63M -22,794 -71%
NF
187
Nikulski Financial
Iowa
$633K -$733K -10,235 -54%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$629K -$7.17K -100 -1%
KFGK
189
Keystone Financial Group (Kentucky)
Kentucky
$625K +$625K +8,893 New
SG
190
Strid Group
Pennsylvania
$617K +$20.9K +289 +4%
FEG
191
Fund Evaluation Group
Ohio
$609K +$328K +4,578 +117%
RPG
192
Risk Paradigm Group
Texas
$605K -$52.8K -737 -8%
MWAC
193
Mariner Wealth Advisors (Cincinnati)
Ohio
$604K +$56.9K +794 +10%
VF
194
Virtu Financial
New York
$604K +$604K +8,419 New
AFP
195
Ausdal Financial Partners
Iowa
$601K -$2.2M -30,685 -79%
PA
196
Parallel Advisors
California
$593K +$379K +5,283 +177%
G
197
GenTrust
Florida
$589K -$42.2K -588 -7%
ANTB
198
AMG National Trust Bank
Colorado
$573K -$37.3K -521 -6%
Barclays
199
Barclays
United Kingdom
$563K -$2.22K -31 -0.4%
KAH
200
Kathryn A. Hall
$559K – – –
6 7
8
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