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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

448 hedge funds and large institutions have $5.93B invested in iShares MSCI ACWI ETF in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 167 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-17
Holders Change %
-3.66%
% of All Funds
9.9%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
1.1%
New
70
Increased
148
Reduced
167
Closed
80
Calls
$99.5M
Puts
$178M
Net Calls
-$78.7M
Net Calls Change
-$9.8M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$816M
2
Bessemer Group
2
Bessemer Group
New Jersey
$711M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$553M
4
CS
4
Credit Suisse
Switzerland
$222M
5
Barclays
5
Barclays
United Kingdom
$211M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$59.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.2M
5
MAP
5
Moody Aldrich Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
201
Glenmede Trust
Pennsylvania
$1.51M – – –
IDA
202
Intelligence Driven Advisers
California
$1.49M +$472K +7,540 +46%
William Blair & Company
203
William Blair & Company
Illinois
$1.46M -$221K -3,532 -13%
Mariner
204
Mariner
Kansas
$1.42M -$28.1K -450 -2%
RIS
205
Retirement Income Solutions
Michigan
$1.39M -$1.56M -24,903 -53%
LSAG
206
Lake Street Advisors Group
New Hampshire
$1.39M – – –
AFA
207
Atlanta Financial Associates
Georgia
$1.38M +$1.38M +21,997 New
WA
208
WestEnd Advisors
North Carolina
$1.37M +$1.28M +20,532 +1,489%
FCA
209
FinTrust Capital Advisors
South Carolina
$1.36M -$4M -63,900 -75%
AW
210
ACG Wealth
Georgia
$1.35M – – –
FEG
211
Fund Evaluation Group
Ohio
$1.34M +$491K +7,845 +58%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$1.33M +$1.83K +30 +0.1%
ACA
213
Ackerman Capital Advisors
Texas
$1.3M +$1.3M +20,737 New
BHB
214
Bank Hapoalim BM
Israel
$1.28M -$161K -2,575 -11%
PWAG
215
Polaris Wealth Advisory Group
California
$1.24M +$55.6K +889 +5%
JA
216
JOYN Advisors
Georgia
$1.24M +$81.5K +1,303 +7%
BAAM
217
Baker Avenue Asset Management
California
$1.23M -$2.66M -42,542 -68%
KIM
218
Karpus Investment Management
New York
$1.2M -$4.35M -69,611 -78%
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$1.2M – – –
Bank Julius Baer & Co
220
Bank Julius Baer & Co
Switzerland
$1.18M +$1.18M +20,656 New
BWM
221
BT Wealth Management
Georgia
$1.17M -$5.26K -84 -0.4%
JWS
222
Juncture Wealth Strategies
Arizona
$1.17M -$42.8K -684 -4%
MML Investors Services
223
MML Investors Services
Massachusetts
$1.17M -$1.61M -25,778 -58%
MIM
224
Macroview Investment Management
Maryland
$1.15M -$353K -5,645 -23%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$1.15M +16,877 New
7 8
9
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