ACWI icon

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 Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Antonetti Capital Management
Florida
$1.54M 28,560 +15,767 +123%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.45M 26,921 -1,036,725 -97%
Barclays
53
Barclays
United Kingdom
$1.37M 25,846 +8,752 +51%
OMCS
54
Old Mutual Customised Solutions
South Africa
$1.25M 23,167 -235 -1%
MSU
55
Maple Securities USA
New Jersey
$1.24M 23,000 +23,000 New
HHGA
56
Halbert Hargrove Global Advisors
California
$1.24M 22,935 -1,109 -5%
SFM
57
Signature Financial Management
Virginia
$1.16M 21,515 -5,119 -19%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M 19,280 -817 -4%
Mariner
59
Mariner
Kansas
$1.01M 18,757 +778 +4%
AL
60
Aspiriant LLC
California
$990K 18,368 -11,744 -39%
DT
61
Diversified Trust
Tennessee
$971K 18,000 +18,000 New
SIA
62
Spruce Investment Advisors
Connecticut
$905K 16,781 – –
HNB
63
Huntington National Bank
Ohio
– – – –
Comerica Bank
64
Comerica Bank
Texas
$879K 16,312 +360 +2%
BWP
65
BSW Wealth Partners
Colorado
$798K 14,804 -441 -3%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$653K 12,121 -150 -1%
Invesco
67
Invesco
Georgia
$619K 11,477 – –
VKH
68
Virtu KCG Holdings
New York
$579K 10,737 +10,737 New
PFM
69
Phillips Financial Management
Indiana
$495K 10,980 – –
PPA
70
Parametric Portfolio Associates
Washington
$461K 8,548 +142 +2%
PI
71
PineBridge Investments
New York
$445K 8,244 -10,235 -55%
RMC
72
Regis Management Company
California
$430K 7,975 -2,279 -22%
KAH
73
Kathryn A. Hall
$417K 7,730 +7,730 New
WT
74
Whittier Trust
California
$403K 7,470 – –
ST
75
Spinnaker Trust
Maine
$398K 7,364 +28 +0.4%
1 2
3
4 5