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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

175 hedge funds and large institutions have $1.79B invested in iShares MSCI ACWI ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
+37
Holders Change %
+26.81%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
58
Increased
56
Reduced
37
Closed
19
Calls
–
Puts
$4.01M
Net Calls
-$4.01M
Net Calls Change
-$4.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
BIM
2
BlackRock Investment Management
Delaware
$60.5M
3
CS
3
Credit Suisse
Switzerland
$43.7M
4
Bank of America
4
Bank of America
North Carolina
$73.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$60.1M

Top Sellers

1
SAM
1
Shell Asset Management
Netherlands
$0
2
HNB
2
Huntington National Bank
Ohio
$6.96M
3
CMO
3
Covenant Multifamily Offices
Texas
$4.25M
4
FTUS
4
Flow Traders U.S.
New York
$15.6M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
Spruce Investment Advisors
Connecticut
$17.8M 303,518 -111,338 -27%
RGI
27
River Global Investors
United Kingdom
$17.7M 302,900 +302,900 New
SB
28
Suntrust Banks
Georgia
$16.1M 274,740 +100,210 +57%
FTUS
29
Flow Traders U.S.
New York
$15.6M 265,914 -238,250 -47%
UBS Group
30
UBS Group
Switzerland
$14.9M 255,372 +255,372 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$14.3M 244,289 +244,289 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$13.1M 223,721 -98,349 -31%
WSTAM
33
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M 200,773 -518 -0.3%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$11.3M 193,772 – –
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$11M 187,095 +1,485 +0.8%
Barclays
36
Barclays
United Kingdom
$11M 189,435 -41,529 -18%
AUIM
37
Aegon USA Investment Management
Iowa
$10.2M 173,845 -10,752 -6%
MAA
38
Managed Account Advisors
New Jersey
$10.1M 172,484 +169,702 +6,100%
AG
39
Appleton Group
Wisconsin
$9.8M 167,549 +107,827 +181%
PIM
40
Parasol Investment Management
Illinois
$8.83M 150,920 +155 +0.1%
FMBTD
41
First Midwest Bank Trust Division
Illinois
$8.67M 148,275 -1,485 -1%
AIM
42
Allen Investment Management
New York
$8.55M 146,098 – –
JWS
43
Juncture Wealth Strategies
Arizona
$8.04M 137,452 +137,452 New
TFA
44
Transamerica Financial Advisors
Florida
$7.74M 132,366 -18,801 -12%
BCI
45
Brinker Capital Investments
Pennsylvania
$7.6M 129,962 +129,962 New
RJT
46
Raymond James Trust
Florida
$7.09M 121,183 +121,183 New
HNB
47
Huntington National Bank
Ohio
– – – –
FIG
48
Fusion Investment Group
Pennsylvania
$6.66M 113,815 +3,749 +3%
CLOS
49
Compagnie Lombard Odier SCmA
Switzerland
$6.19M 105,750 +86,000 +435%
RJA
50
Raymond James & Associates
Florida
$6.15M 105,203 +3,697 +4%
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