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iShares MSCI ACWI ETF

134 hedge funds and large institutions have $1.29B invested in iShares MSCI ACWI ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $918M → $1.29B (+$375M)

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

21% more funds holding

Funds holding: 111134 (+23)

Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
3.89%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.64%
New
34
Increased
45
Reduced
34
Closed
8
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
U
26
UBS
Switzerland
$13.9M +$5.53M +98,896 +69%
SB
27
Suntrust Banks
Georgia
$13.7M +$5.58M +99,713 +72%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$11.3M +$1.23M +22,000 +13%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$10.6M +$1.99M +35,528 +24%
PIM
30
Parasol Investment Management
Illinois
$10.2M +$9.9M +177,000 New
AG
31
Appleton Group
Wisconsin
$10.2M +$232K +4,140 +2%
FMBTD
32
First Midwest Bank Trust Division
Illinois
$10.1M +$9.84M +175,775 New
Bessemer Group
33
Bessemer Group
New Jersey
$8.74M +$2.85M +50,847 +50%
AIM
34
Allen Investment Management
New York
$8.42M
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$7.86M +$6.13M +109,528 +407%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.67M -$108K -1,925 -1%
Wells Fargo
37
Wells Fargo
California
$7.25M -$10.8M -193,396 -61%
PVH
38
Psagot Value Holdings
Israel
$6.32M
Wellington Management Group
39
Wellington Management Group
Massachusetts
$6.11M +$1.99M +35,549 +51%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5.97M +$913K +16,317 +19%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$5.79M
Barclays
42
Barclays
United Kingdom
$5.46M +$3.91M +69,923 +271%
CAW
43
Cornerstone Advisors (Washington)
Washington
$5.45M +$13.7K +245 +0.3%
BIM
44
BlackRock Investment Management
Delaware
$4.97M +$4.83M +86,315 New
CS
45
Credit Suisse
Switzerland
$4.38M +$4.25M +75,981 New
PAS
46
Partnervest Advisory Services
California
$4.33M +$4.2M +75,087 New
FIG
47
Fusion Investment Group
Pennsylvania
$4.32M +$4.2M +75,037 New
WF
48
WealthTrust Fairport
Ohio
$4.3M +$1.78M +31,770 +74%
AssetMark Inc
49
AssetMark Inc
California
$4.25M -$1.95M -34,901 -32%
RJA
50
Raymond James & Associates
Florida
$3.94M +$356K +6,354 +10%

ACWI Hedge Fund Activity: Q4 2013 in Review

134 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2013, worth a combined $1.29B — up 41% from $918M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ACWI positions and 8 closed out — a net gain of 26 holders — while 45 added to existing stakes and 34 trimmed.

The largest buyer was Sarasin & Partners, opening a new position worth an estimated $66.7M. The largest seller was Ronald Blue & Co, cutting an estimated $21M.

  • 134 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2013, up from 111 in Q3 2013.
  • Funds reported $1.29B of iShares MSCI ACWI ETF stock for Q4 2013, up 41% quarter-over-quarter.
  • 34 funds opened new iShares MSCI ACWI ETF positions in Q4 2013 and 8 closed out, a net change of +26 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2013 was Sarasin & Partners, an estimated $66.7M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2013 was Ronald Blue & Co, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2013.