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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$88.9M
2
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
$64.6M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$48.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
$211M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$184M

Top Sellers

1
HT
HAP Trading
New York
$0
2
HNB
Huntington National Bank
Ohio
$52.6M
3
Citigroup
Citigroup
New York
$46.3M
4
UBS Group
UBS Group
Switzerland
$162M
5
Morgan Stanley
Morgan Stanley
New York
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
201
Gofen & Glossberg
Illinois
$523K – – –
RC
202
Rinet Company
Massachusetts
$518K +$98.7K +1,330 +24%
CPP
203
Crow Point Partners
Massachusetts
$505K +$505K +6,800 New
GC
204
Garde Capital
Washington
$493K +$269K +3,868 +120%
BAMG
205
Brand Asset Management Group
Missouri
$487K -$59.5K -801 -11%
KA
206
Kovack Advisors
Florida
$486K -$149 -2 -0%
BEC
207
Blue Edge Capital
Virginia
$483K +$45.2K +609 +10%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$478K – – –
CG
209
Colony Group
Massachusetts
$462K +$462K +6,225 New
Baird Financial Group
210
Baird Financial Group
Wisconsin
$444K +$444K +5,958 New
RIA
211
Regal Investment Advisors
Michigan
$444K +$444K +5,980 New
WSTAM
212
Wilbanks Smith & Thomas Asset Management
Virginia
$443K -$769K -10,362 -63%
RG
213
Rikoon Group
New Mexico
$438K – – –
JRP
214
Jasper Ridge Partners
California
$437K – – –
MFW
215
Meristem Family Wealth
Minnesota
$412K -$66.8K -900 -14%
BSW
216
Buckingham Strategic Wealth
Missouri
$411K +$18K +242 +5%
ACI
217
Alpha Cubed Investments
California
$406K +$406K +5,797 New
NWM
218
Northwest Wealth Management
Iowa
$405K -$41.9K -565 -9%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$389K – – –
M&T Bank
220
M&T Bank
New York
$386K +$386K +5,204 New
Bessemer Group
221
Bessemer Group
New Jersey
$383K – – –
EVM
222
Eaton Vance Management
Massachusetts
$372K -$75.8K -1,021 -17%
SWM
223
SeaCrest Wealth Management
New York
$371K – – –
BFO
224
Boston Family Office
Massachusetts
$371K – – –
PWLP
225
Prio Wealth Limited Partnership
Massachusetts
$368K +$99.3K +1,340 +37%
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