ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

138 hedge funds and large institutions have $1.34B invested in iShares MSCI ACWI ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
4.01%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.61%
New
21
Increased
48
Reduced
48
Closed
19
Calls
$624K
Puts
$389K
Net Calls
+$235K
Net Calls Change
+$814K

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$152M
2
SIA
2
Spruce Investment Advisors
Connecticut
$24.4M
3
SAM
3
Shell Asset Management
Netherlands
$40.3M
4
IC
4
Iconiq Capital
California
$98.9M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$10.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19M
2
BlackRock
2
BlackRock
New York
$0
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SRA
4
Summit Rock Advisors
New York
$37.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
26
Accuvest Global Advisors
Utah
$12.3M 208,696 +1,100 +0.5%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$11.9M 201,291 +1,305 +0.7%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$11.4M 193,772 +100,000 +107%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$10.9M 185,610 +185,610 New
AUIM
30
Aegon USA Investment Management
Iowa
$10.9M 184,597 +184,597 New
SB
31
Suntrust Banks
Georgia
$10.3M 174,530 -50,172 -22%
Jane Street
32
Jane Street
New York
$10.2M 173,718 -119,317 -41%
TFA
33
Transamerica Financial Advisors
Florida
$8.9M 151,167 +151,167 New
PIM
34
Parasol Investment Management
Illinois
$8.88M 150,765 -3,420 -2%
FMBTD
35
First Midwest Bank Trust Division
Illinois
$8.82M 149,760 -6,800 -4%
AIM
36
Allen Investment Management
New York
$8.61M 146,098 – –
PVH
37
Psagot Value Holdings
Israel
$7.91M 134,280 +7,885 +6%
ACM
38
Argentus Capital Management
Texas
$7.39M 125,450 +125,450 New
Wells Fargo
39
Wells Fargo
California
$6.52M 110,633 +37,004 +50%
FIG
40
Fusion Investment Group
Pennsylvania
$6.48M 110,066 -7,438 -6%
U
41
UBS
Switzerland
$6.48M 109,968 -92,995 -46%
BPC
42
Banque Pictet & Cie
Switzerland
$6.08M 103,254 +84,953 +464%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$6.05M 102,720 +2,205 +2%
RJA
44
Raymond James & Associates
Florida
$5.98M 101,506 +8,644 +9%
CAW
45
Cornerstone Advisors (Washington)
Washington
$5.93M 100,677 +533 +0.5%
PIMJS
46
PKO Investment Management Joint-Stock
Poland
$5.05M 85,690 +85,690 New
PAS
47
Partnervest Advisory Services
California
$4.93M 83,725 -5,833 -7%
WF
48
WealthTrust Fairport
Ohio
$4.38M 74,371 +5,255 +8%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$4.06M 68,890 +34,953 +103%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$3.77M 63,964 +16,995 +36%
1
2
3 4 5