ACWI icon

iShares MSCI ACWI ETF

330 hedge funds and large institutions have $3.09B invested in iShares MSCI ACWI ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+16
Holders Change %
+5.1%
% of All Funds
7.56%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.55%
New
42
Increased
106
Reduced
103
Closed
25
Calls
$155M
Puts
$161M
Net Calls
-$6.03M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
176
Whittier Trust
California
$761K
ASN
177
Advisory Services Network
Georgia
$753K -$592K -7,970 -44%
SG
178
Strid Group
Pennsylvania
$732K +$35K +471 +5%
JFG
179
JMG Financial Group
Illinois
$731K
AL
180
Aspiriant LLC
California
$708K -$173K -2,322 -20%
SFG
181
StrategIQ Financial Group
Indiana
$705K -$499K -7,023 Closed
WAM
182
Weatherly Asset Management
California
$697K -$142K -1,910 -17%
MBT
183
Montecito Bank & Trust
California
$697K +$18.7K +252 +3%
CWM
184
Cahaba Wealth Management
Georgia
$671K +$171K +2,292 +34%
KFGK
185
Keystone Financial Group (Kentucky)
Kentucky
$654K -$6.4K -86 -1%
FEG
186
Fund Evaluation Group
Ohio
$642K
CPO
187
Cerity Partners OCIO
New York
$634K +$192K +2,590 +44%
DY
188
Dowling & Yahnke
California
$617K +$57.2K +770 +10%
G
189
GenTrust
Florida
$613K
FAAS
190
First Allied Advisory Services
California
$608K -$5.43M -73,437 -90%
Mariner
191
Mariner
Kansas
$604K +$2.82K +38 +0.5%
ANTB
192
AMG National Trust Bank
Colorado
$594K
PW
193
Price Wealth
Texas
$585K
PA
194
Parallel Advisors
California
$583K -$22.7K -306 -4%
KAH
195
Kathryn A. Hall
$579K
MWAC
196
Mariner Wealth Advisors (Cincinnati)
Ohio
$563K +$19.8K +267 +4%
Victory Capital Management
197
Victory Capital Management
Texas
$554K +$554K +7,455 New
CWM
198
Circle Wealth Management
New Jersey
$550K
CMP
199
Courage Miller Partners
Virginia
$539K
NGA
200
Naples Global Advisors
Florida
$535K -$5.57K -75 -1%