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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

134 hedge funds and large institutions have $1.29B invested in iShares MSCI ACWI ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
3.89%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.64%
New
34
Increased
45
Reduced
34
Closed
8
Calls
$1.83M
Puts
–
Net Calls
+$1.83M
Net Calls Change
+$1M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$68.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$89.2M
3
BlackRock
3
BlackRock
New York
$40.9M
4
SRA
4
Summit Rock Advisors
New York
$104M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$26.4M

Top Sellers

1
RBC
1
Ronald Blue & Co
Georgia
$57.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$25.4M
3
GFM
3
Gramercy Funds Management
Connecticut
$432K
4
FAAS
4
First Allied Advisory Services
California
$3.49M
5
Wells Fargo
5
Wells Fargo
California
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
51
Sigma Investment Management
Oregon
$3.91M -$27.1K -471 -0.7%
FAAS
52
First Allied Advisory Services
California
$3.49M -$16.1M -278,927 -82%
LPL Financial
53
LPL Financial
California
$3.3M +$44.9K +779 +1%
US Bancorp
54
US Bancorp
Minnesota
$3.21M – – –
FFA
55
Fragasso Financial Advisors
Pennsylvania
$2.74M +$2.74M +47,460 New
BSWMG
56
Barrington Strategic Wealth Management Group
Illinois
$2.7M -$76.6K -1,330 -3%
PWPCM
57
Perella Weinberg Partners Capital Management
New York
$2.67M – – –
Ameriprise
58
Ameriprise
Minnesota
$2.39M -$130K -2,249 -5%
BPCA
59
Bank Pictet & Cie (Asia)
Singapore
$2.28M +$2.28M +39,520 New
LWA
60
Lenox Wealth Advisors
New York
$2.27M +$17.9K +311 +0.8%
ACM
61
Antonetti Capital Management
Florida
$2.26M +$609K +10,573 +37%
BHB
62
Bank Hapoalim BM
Israel
$2.2M +$2.2M +38,120 New
Citigroup
63
Citigroup
New York
$2.13M +$1.87M +32,502 +726%
SCA
64
Salient Capital Advisors
Texas
$2.13M +$576 +10 +0%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$2.11M -$151K -2,619 -7%
RC
66
Riversville Capital
Connecticut
$1.91M +$1.71M +29,646 +830%
PPA
67
Parametric Portfolio Associates
Washington
$1.74M +$1.25M +21,678 +254%
LI
68
LMCG Investments
Massachusetts
$1.33M +$1.33M +22,995 New
HHGA
69
Halbert Hargrove Global Advisors
California
$1.31M -$10.3K -178 -0.8%
SFM
70
Signature Financial Management
Virginia
$1.27M +$31.6K +550 +3%
CANY
71
Caxton Associates (New York)
New York
$1.23M +$818K +14,200 +200%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M +$113K +1,968 +10%
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$1.14M +$1.14M +19,750 New
OMCS
74
Old Mutual Customised Solutions
South Africa
$1.14M -$198K -3,440 -15%
Mariner
75
Mariner
Kansas
$1.06M -$22.9K -398 -2%
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