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iShares MSCI ACWI ETF

137 hedge funds and large institutions have $1.32B invested in iShares MSCI ACWI ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$167M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 137137 (0)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

51% less call options, than puts

Call options by funds: $554K | Put options by funds: $1.13M

Holders
137
Holders Change
Holders Change %
0%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.49%
New
13
Increased
51
Reduced
41
Closed
12
Calls
$554K
Puts
$1.13M
Net Calls
-$579K
Net Calls Change
-$532K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$15.8M +$345K +5,825 +2%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$14.4M +$14.2M +238,750 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$14M +$10.8M +182,707 +370%
SB
29
Suntrust Banks
Georgia
$13.5M -$1.27M -21,362 -9%
AGA
30
Accuvest Global Advisors
Utah
$12.5M +$6.23K +105 +0.1%
U
31
UBS
Switzerland
$12.2M +$2.86M +48,154 +31%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$10.7M +180,101 +906%
AG
33
Appleton Group
Wisconsin
$10.4M +$51.1K +862 +0.5%
FMBTD
34
First Midwest Bank Trust Division
Illinois
$9.44M -$516K -8,700 -5%
PIM
35
Parasol Investment Management
Illinois
$9.29M -$617K -10,410 -6%
AIM
36
Allen Investment Management
New York
$8.8M
CS
37
Credit Suisse
Switzerland
$8.79M +$4.17M +70,255 +93%
SMM
38
Stadion Money Management
Georgia
$7.69M +$7.57M +127,656 New
PVH
39
Psagot Value Holdings
Israel
$7.62M +$516K +8,705 +7%
FIG
40
Fusion Investment Group
Pennsylvania
$7.08M -$139K -2,339 -2%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$6.06M
CAW
42
Cornerstone Advisors (Washington)
Washington
$6.04M +$39.8K +672 +0.7%
Ninety One (UK)
43
Ninety One (UK)
United Kingdom
$5.65M -$7.18M -121,109 -56%
RJA
44
Raymond James & Associates
Florida
$5.6M +$618K +10,414 +13%
PAS
45
Partnervest Advisory Services
California
$5.4M +$489K +8,244 +10%
Wells Fargo
46
Wells Fargo
California
$4.44M +$498K +8,397 +13%
WF
47
WealthTrust Fairport
Ohio
$4.17M -$580K -9,787 -12%
US Bancorp
48
US Bancorp
Minnesota
$4.02M +$662K +11,161 +20%
CIM
49
Confluence Investment Management
Missouri
$3.75M -$123K -2,072 -3%
Stifel Financial
50
Stifel Financial
Missouri
$3.59M -$1.29M -21,705 -27%