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iShares MSCI ACWI ETF

510 hedge funds and large institutions have $9.07B invested in iShares MSCI ACWI ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
-8
Holders Change %
-1.54%
% of All Funds
8.96%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
29
Increased
159
Reduced
161
Closed
31
Calls
$303M
Puts
$227M
Net Calls
+$76.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
201
PAX Financial Group
Texas
$2.24M -$112K -1,122 -5%
CWA
202
Clarus Wealth Advisors
Arizona
$2.17M +$104K +1,031 +5%
SHGA
203
Sand Hill Global Advisors
California
$2.16M +$2.16M +21,582 New
CPO
204
Cerity Partners OCIO
New York
$2.15M -$107K -1,069 -5%
HA
205
HYA Advisors
Missouri
$2.13M +$54K +535 +3%
FEG
206
Fund Evaluation Group
Ohio
$2.09M -$9.96M -99,686 -83%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$1.99M +$271K +2,714 +16%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$1.97M
RIS
209
Retirement Income Solutions
Michigan
$1.96M +$19.3K +193 +1%
Creative Planning
210
Creative Planning
Kansas
$1.93M +$137K +1,367 +8%
RFP
211
Roth Financial Partners
Texas
$1.93M
William Blair & Company
212
William Blair & Company
Illinois
$1.91M -$156K -1,560 -8%
VOYA Investment Management
213
VOYA Investment Management
Georgia
$1.89M -$1.21M -12,145 -39%
CIAS
214
Capital Investment Advisory Services
North Carolina
$1.89M -$1.5K -15 -0.1%
TCMP
215
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.89M +$590K +5,900 +46%
ASW
216
Astoria Strategic Wealth
Texas
$1.82M
KIA
217
KCM Investment Advisors
California
$1.77M
IFAM
218
Institutional & Family Asset Management
Colorado
$1.77M
BDWM
219
Brewin Dolphin Wealth Management
Ireland
$1.74M -$110K -1,100 -6%
M&T Bank
220
M&T Bank
New York
$1.7M +$1.5M +14,988 +735%
Schroder Investment Management Group
221
Schroder Investment Management Group
United Kingdom
$1.69M -$575K -5,751 -25%
SFG
222
StrategIQ Financial Group
Indiana
$1.68M -$34.6K -346 -2%
AR
223
Advisory Research
Illinois
$1.67M -$1.38M -13,783 -45%
BCM
224
Brookstone Capital Management
Illinois
$1.57M -$129K -1,276 -8%
PWAG
225
Polaris Wealth Advisory Group
California
$1.55M +$103K +1,014 +7%