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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

111 hedge funds and large institutions have $918M invested in iShares MSCI ACWI ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
3.6%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.52%
New
21
Increased
35
Reduced
34
Closed
14
Calls
$830K
Puts
–
Net Calls
+$830K
Net Calls Change
+$1.04M

Top Buyers

1
GFM
1
Gramercy Funds Management
Connecticut
$18.5M
2
SRA
2
Summit Rock Advisors
New York
$62.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$43.3M
4
Wells Fargo
4
Wells Fargo
California
$17.2M
5
FAAS
5
First Allied Advisory Services
California
$18.3M

Top Sellers

1
RBC
1
Ronald Blue & Co
Georgia
$73.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M
3
U
3
UBS
Switzerland
$7.7M
4
Canada Life
4
Canada Life
Manitoba, Canada
$0
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
U
26
UBS
Switzerland
$7.7M -$47.4M -879,274 -86%
SB
27
Suntrust Banks
Georgia
$7.47M +$1.51M +27,985 +25%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.28M +$50.5K +936 +0.7%
PVH
29
Psagot Value Holdings
Israel
$5.91M – – –
AssetMark Inc
30
AssetMark Inc
California
$5.86M +$5.86M +108,755 New
Bessemer Group
31
Bessemer Group
New Jersey
$5.44M -$1.43M -26,435 -21%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$5.42M +$5.42M +100,515 New
CAW
33
Cornerstone Advisors (Washington)
Washington
$5.09M -$230K -4,263 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.7M +$574K +10,650 +14%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$3.8M +$3.8M +70,385 New
Baillie Gifford & Co
36
Baillie Gifford & Co
United Kingdom
$3.77M +$3.77M +70,000 New
SIM
37
Sigma Investment Management
Oregon
$3.69M +$116K +2,149 +3%
RJA
38
Raymond James & Associates
Florida
$3.35M +$275K +5,096 +9%
LPL Financial
39
LPL Financial
California
$3.1M -$147K -2,681 -5%
US Bancorp
40
US Bancorp
Minnesota
$3.01M +$3.01M +55,725 New
BSWMG
41
Barrington Strategic Wealth Management Group
Illinois
$2.6M +$396K +7,335 +18%
PWPCM
42
Perella Weinberg Partners Capital Management
New York
$2.5M – – –
SMM
43
Stadion Money Management
Georgia
$2.48M +$437K +8,110 +21%
Ameriprise
44
Ameriprise
Minnesota
$2.36M +$1.12M +20,697 +90%
WF
45
WealthTrust Fairport
Ohio
$2.31M +$786K +14,573 +51%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.12M +$728K +13,491 +52%
LWA
47
Lenox Wealth Advisors
New York
$2.1M +$2.1M +39,000 New
SCA
48
Salient Capital Advisors
Texas
$1.99M -$2.09M -38,835 -51%
SNC
49
Stifel Nicolaus & Co
Missouri
$1.91M -$19.8K -367 -1%
LNB
50
Ledyard National Bank
$1.65M +$45.3K +840 +3%
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