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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

233 hedge funds and large institutions have $2.16B invested in iShares MSCI ACWI ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
5.83%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
47
Increased
97
Reduced
57
Closed
26
Calls
$101M
Puts
$183M
Net Calls
-$82.3M
Net Calls Change
-$81M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$126M
2
BIM
2
BlackRock Investment Management
Delaware
$83M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$50.7M
5
GFM
5
Gramercy Funds Management
Connecticut
$71M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
SP
2
Sarasin & Partners
United Kingdom
$80.4M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$10.5M
4
HNB
4
Huntington National Bank
Ohio
$28.1M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
201
Pinkerton Retirement Specialists
Idaho
$190K +$166K +2,806 +703%
PCIG
202
Partners Capital Investment Group
Massachusetts
$180K +$30.3K +512 +20%
IA
203
IFP Advisors
Florida
$170K -$8.95K -151 -5%
LNB
204
Ledyard National Bank
$166K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$166K +$166K +2,812 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$149K +$149K +2,520 New
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$141K -$14.5K -245 -9%
HWP
208
Hefty Wealth Partners
Indiana
$128K -$2.3K -39 -2%
IPC
209
Independent Portfolio Consultants
Florida
$97K – – –
WTB
210
Washington Trust Bank
Washington
$74K +$74K +1,250 New
OFW
211
Omnia Family Wealth
Florida
$65K +$65K +1,098 New
FM
212
Forward Management
California
$47K +$47K +800 New
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$41K – – –
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$36.7K -$74.6K -1,260 -67%
TIM
215
Tortoise Investment Management
New York
$35K -$20.8K -350 -37%
WTC
216
WhitTier Trust Company
Nevada
$34K +$5.91K +100 +21%
PA
217
Parallel Advisors
California
$34K +$34K +569 New
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$30K -$25.9K -433 -46%
GWA
219
Guidant Wealth Advisors
Illinois
$29K – – –
CRCP
220
Copper Rock Capital Partners
Massachusetts
$28K +$28K +477 New
WAS
221
Winch Advisory Services
Wisconsin
$24K +$237 +4 +1%
RWA
222
Ropes Wealth Advisors
Massachusetts
$22K +$5.41K +91 +33%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$19K – – –
CI
224
Clal Insurance
Israel
$13K – – –
ClearBridge Investments
225
ClearBridge Investments
New York
$11K +$11K +193 New
7 8
9
10 11