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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9.02%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M
2
Bank of America
Bank of America
North Carolina
$328M
3
Barclays
Barclays
United Kingdom
$416M
4
AllianceBernstein
AllianceBernstein
Tennessee
$232M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$13.2M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
$368M
3
CS
Credit Suisse
Switzerland
$2.27M
4
PPA
Parametric Portfolio Associates
Washington
$2.77M
5
UBS Group
UBS Group
Switzerland
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$2.05M -$154K -2,090 -7%
LF
177
Lee Financial
Texas
$2.03M -$357K -4,845 -15%
AP
178
Arlington Partners
Alabama
$1.97M -$14.9M -201,734 -88%
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$1.95M -$5.01K -68 -0.3%
ANTB
180
AMG National Trust Bank
Colorado
$1.93M +$1.93M +26,173 New
Millennium Management
181
Millennium Management
New York
$1.85M +$1.6M +21,724 +646%
AI
182
Atria Investments
North Carolina
$1.8M +$1.8M +24,382 New
Creative Planning
183
Creative Planning
Kansas
$1.77M +$787K +10,676 +80%
MG
184
Mather Group
Illinois
$1.73M -$91.2K -1,237 -5%
SPC
185
Sigma Planning Corp
Michigan
$1.71M -$155K -2,098 -8%
FWP
186
FAS Wealth Partners
Kansas
$1.64M -$301K -4,078 -15%
BDWM
187
Brewin Dolphin Wealth Management
Ireland
$1.64M +$1.42M +19,300 +663%
LSAG
188
Lake Street Advisors Group
New Hampshire
$1.63M +$663 +9 +0%
FEG
189
Fund Evaluation Group
Ohio
$1.58M +$2.51K +34 +0.2%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.58M -$78.1K -1,030 -5%
SW
191
SVB Wealth
Massachusetts
$1.57M +$1.56M +21,199 +13,417%
BSW
192
Buckingham Strategic Wealth
Missouri
$1.55M -$515K -6,981 -25%
PWAG
193
Polaris Wealth Advisory Group
California
$1.55M +$68.7K +925 +5%
CIAS
194
Capital Investment Advisory Services
North Carolina
$1.52M -$974K -13,211 -39%
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$1.46M -$1.1M -14,900 -43%
William Blair & Company
196
William Blair & Company
Illinois
$1.46M -$267K -3,615 -15%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$1.43M -$555K -7,524 -28%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$1.41M – – –
BHB
199
Bank Hapoalim BM
Israel
$1.4M -$116K -1,580 -8%
ASW
200
Astoria Strategic Wealth
Texas
$1.39M -$2.84M -37,517 -67%
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