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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

506 hedge funds and large institutions have $8.18B invested in iShares MSCI ACWI ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.91%
Holding in Top 10
47
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.83%
New
54
Increased
145
Reduced
191
Closed
49
Calls
$139M
Puts
$79.5M
Net Calls
+$59.3M
Net Calls Change
+$30.8M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$986M
2
Bank of America
Bank of America
North Carolina
$385M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$208M
4
UBS Group
UBS Group
Switzerland
$841M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
3
FTUS
Flow Traders U.S.
New York
$744K
4
MGB
Mass General Brigham
Massachusetts
$80.6M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
201
Buckingham Strategic Wealth
Missouri
$2.1M +$41.4K +435 +2%
Creative Planning
202
Creative Planning
Kansas
$2.07M +$100K +1,051 +5%
2
203
2Xideas
Switzerland
$2.05M +$994K +10,450 +94%
FEG
204
Fund Evaluation Group
Ohio
$2.05M -$3.89M -40,875 -66%
William Blair & Company
205
William Blair & Company
Illinois
$1.99M +$65.2K +685 +3%
AA
206
Ashford Advisors
New York
$1.99M +$1.56M +16,388 +364%
CPO
207
Cerity Partners OCIO
New York
$1.98M +$170K +1,788 +9%
MA
208
Mutual Advisors
Nebraska
$1.95M -$1.23M -12,926 -39%
EAM
209
Erste Asset Management
Austria
$1.91M +$616K +6,471 +48%
TC
210
Telemus Capital
Michigan
$1.89M -$788K -8,082 -29%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$1.88M – – –
RFP
212
Roth Financial Partners
Texas
$1.84M -$96K -1,009 -5%
HA
213
HYA Advisors
Missouri
$1.83M +$228K +2,396 +14%
HWMA
214
Heritage Wealth Management (Arizona)
Arizona
$1.82M +$1.82M +19,117 New
CIAS
215
Capital Investment Advisory Services
North Carolina
$1.82M -$5.8K -61 -0.3%
RIS
216
Retirement Income Solutions
Michigan
$1.81M – – –
CWA
217
Clarus Wealth Advisors
Arizona
$1.79M +$37.6K +383 +2%
BDWM
218
Brewin Dolphin Wealth Management
Ireland
$1.78M – – –
AFA
219
Atlanta Financial Associates
Georgia
$1.74M – – –
ASW
220
Astoria Strategic Wealth
Texas
$1.73M -$3.04K -32 -0.2%
KIA
221
KCM Investment Advisors
California
$1.69M +$1.26M +13,195 +289%
IFAM
222
Institutional & Family Asset Management
Colorado
$1.69M +$180K +1,894 +12%
SFG
223
StrategIQ Financial Group
Indiana
$1.62M +$18.8K +198 +1%
SW
224
SVB Wealth
Massachusetts
$1.58M -$262K -2,755 -14%
MG
225
Mather Group
Illinois
$1.49M -$241K -2,527 -14%
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