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iShares MSCI ACWI ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

5% more funds holding

Funds holding: 106111 (+5)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

37% less capital invested

Capital invested by funds: $1.46B → $918M (-$541M)

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
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Antonetti Capital Management
Florida
$1.54M +$829K +15,767 +123%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.45M -$54.5M -1,036,725 -97%
Barclays
53
Barclays
United Kingdom
$1.37M +$460K +8,752 +51%
OMCS
54
Old Mutual Customised Solutions
South Africa
$1.25M -$12.4K -235 -1%
MSU
55
Maple Securities USA
New Jersey
$1.24M +$1.21M +23,000 New
HHGA
56
Halbert Hargrove Global Advisors
California
$1.24M -$58.3K -1,109 -5%
SFM
57
Signature Financial Management
Virginia
$1.16M -$269K -5,119 -19%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M -$43K -817 -4%
Mariner
59
Mariner
Kansas
$1.01M +$40.9K +778 +4%
AL
60
Aspiriant LLC
California
$990K -$618K -11,744 -39%
DT
61
Diversified Trust
Tennessee
$971K +$947K +18,000 New
SIA
62
Spruce Investment Advisors
Connecticut
$905K
HNB
63
Huntington National Bank
Ohio
$904K
Comerica Bank
64
Comerica Bank
Texas
$879K +$18.9K +360 +2%
BWP
65
BSW Wealth Partners
Colorado
$798K -$23.2K -441 -3%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$653K -$7.89K -150 -1%
Invesco
67
Invesco
Georgia
$619K
VKH
68
Virtu KCG Holdings
New York
$579K +$565K +10,737 New
PFM
69
Phillips Financial Management
Indiana
$495K
PPA
70
Parametric Portfolio Associates
Washington
$461K +$7.47K +142 +2%
PI
71
PineBridge Investments
New York
$445K -$538K -10,235 -55%
RMC
72
Regis Management Company
California
$430K -$120K -2,279 -22%
KAH
73
Kathryn A. Hall
$417K +$407K +7,730 New
WT
74
Whittier Trust
California
$403K
ST
75
Spinnaker Trust
Maine
$398K +$1.47K +28 +0.4%