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iShares MSCI ACWI ETF
ACWI

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.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $918M → $1.29B (+$375M)

38% more funds holding in top 10

Funds holding in top 10: 16 → 22 (+6)

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

21% more funds holding

Funds holding: 111 → 134 (+23)

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

Rank Fund Capital Flow
1
SP
Sarasin & Partners
United Kingdom
+$66.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$42.2M
3
BlackRock
BlackRock
New York
+$39.7M
4
SRA
Summit Rock Advisors
New York
+$36.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$21.8M

Top Sellers

Rank Fund Capital Flow
1
RBC
Ronald Blue & Co
Georgia
-$21M
2
Deutsche Bank
Deutsche Bank
Germany
-$20.3M
3
GFM
Gramercy Funds Management
Connecticut
-$18.8M
4
FAAS
First Allied Advisory Services
California
-$15.6M
5
Wells Fargo
Wells Fargo
California
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
51
Sigma Investment Management
Oregon
$3.91M -$26.4K -471 -0.7%
FAAS
52
First Allied Advisory Services
California
$3.49M -$15.6M -278,927 -82%
LPL Financial
53
LPL Financial
California
$3.3M +$43.6K +779 +1%
US Bancorp
54
US Bancorp
Minnesota
$3.21M – – –
FFA
55
Fragasso Financial Advisors
Pennsylvania
$2.73M +$2.66M +47,460 New
BSWMG
56
Barrington Strategic Wealth Management Group
Illinois
$2.7M -$74.4K -1,330 -3%
PWPCM
57
Perella Weinberg Partners Capital Management
New York
$2.67M – – –
Ameriprise
58
Ameriprise
Minnesota
$2.39M -$126K -2,249 -5%
BPCA
59
Bank Pictet & Cie (Asia)
Singapore
$2.28M +$2.21M +39,520 New
LWA
60
Lenox Wealth Advisors
New York
$2.27M +$17.4K +311 +0.8%
ACM
61
Antonetti Capital Management
Florida
$2.25M +$592K +10,573 +37%
BHB
62
Bank Hapoalim BM
Israel
$2.2M +$2.13M +38,120 New
Citigroup
63
Citigroup
New York
$2.13M +$1.82M +32,502 +726%
SCA
64
Salient Capital Advisors
Texas
$2.13M +$560 +10 +0%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$2.11M -$147K -2,619 -7%
RC
66
Riversville Capital
Connecticut
$1.91M +$1.66M +29,646 +830%
PPA
67
Parametric Portfolio Associates
Washington
$1.74M +$1.21M +21,678 +254%
LI
68
LMCG Investments
Massachusetts
$1.32M +$1.29M +22,995 New
HHGA
69
Halbert Hargrove Global Advisors
California
$1.31M -$9.96K -178 -0.8%
SFM
70
Signature Financial Management
Virginia
$1.27M +$30.8K +550 +3%
CANY
71
Caxton Associates (New York)
New York
$1.23M +$795K +14,200 +200%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M +$110K +1,968 +10%
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$1.14M +$1.11M +19,750 New
OMCS
74
Old Mutual Customised Solutions
South Africa
$1.14M -$192K -3,440 -15%
Mariner
75
Mariner
Kansas
$1.06M -$22.3K -398 -2%
1 2
3
4 5

ACWI Hedge Fund Activity: Q4 2013 in Review

134 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2013, worth a combined $1.29B — up 41% from $918M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ACWI positions and 8 closed out — a net gain of 26 holders — while 45 added to existing stakes and 34 trimmed.

The largest buyer was Sarasin & Partners, opening a new position worth an estimated $66.7M. The largest seller was Ronald Blue & Co, cutting an estimated $21M.

  • 134 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2013, up from 111 in Q3 2013.
  • Funds reported $1.29B of iShares MSCI ACWI ETF stock for Q4 2013, up 41% quarter-over-quarter.
  • 34 funds opened new iShares MSCI ACWI ETF positions in Q4 2013 and 8 closed out, a net change of +26 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2013 was Sarasin & Partners, an estimated $66.7M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2013 was Ronald Blue & Co, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2013.