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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in iShares MSCI ACWI ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 179 increasing their positions, 178 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+12
Holders Change %
+2.37%
% of All Funds
9.04%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
0.89%
New
39
Increased
179
Reduced
178
Closed
23
Calls
$181M
Puts
$136M
Net Calls
+$45.1M
Net Calls Change
-$14.2M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$455M
2
UBS Group
UBS Group
Switzerland
$1.12B
3
CA
Capitolis Advisors
New York
$168M
4
Goldman Sachs
Goldman Sachs
New York
$252M
5
Jane Street
Jane Street
New York
$113M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$607M
2
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$76.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$152M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30M
5
MGB
Mass General Brigham
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
201
Sowell Financial Services
Arkansas
$2.49M -$817K -8,078 -25%
AI
202
Atria Investments
North Carolina
$2.46M -$112K -1,103 -4%
RFN
203
RDA Financial Network
Iowa
$2.41M -$25.4K -251 -1%
PFG
204
PAX Financial Group
Texas
$2.39M -$123K -1,212 -5%
CFG
205
CKW Financial Group
Hawaii
$2.35M -$3.56K -35 -0.2%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$2.29M -$11.9M -118,022 -84%
LSAG
207
Lake Street Advisors Group
New Hampshire
$2.29M -$44.1K -426 -2%
CPO
208
Cerity Partners OCIO
New York
$2.28M +$183K +1,812 +9%
EAM
209
Erste Asset Management
Austria
$2.23M +$200K +1,979 +10%
BSW
210
Buckingham Strategic Wealth
Missouri
$2.21M -$19.6K -194 -0.9%
CWA
211
Clarus Wealth Advisors
Arizona
$2.11M +$247K +2,414 +13%
William Blair & Company
212
William Blair & Company
Illinois
$2.09M -$33.7K -333 -2%
HA
213
HYA Advisors
Missouri
$2.08M +$137K +1,349 +7%
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$2M – – –
RIS
215
Retirement Income Solutions
Michigan
$1.97M +$47.5K +469 +2%
RFP
216
Roth Financial Partners
Texas
$1.95M – – –
CIAS
217
Capital Investment Advisory Services
North Carolina
$1.91M -$23.8K -235 -1%
BDWM
218
Brewin Dolphin Wealth Management
Ireland
$1.87M -$20.2K -200 -1%
ASW
219
Astoria Strategic Wealth
Texas
$1.85M – – –
Creative Planning
220
Creative Planning
Kansas
$1.82M -$384K -3,797 -17%
KIA
221
KCM Investment Advisors
California
$1.8M – – –
IFAM
222
Institutional & Family Asset Management
Colorado
$1.8M – – –
SW
223
SVB Wealth
Massachusetts
$1.78M +$106K +1,052 +6%
SFG
224
StrategIQ Financial Group
Indiana
$1.74M +$19.7K +195 +1%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$1.74M +$1.45M +14,306 +497%
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