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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

137 hedge funds and large institutions have $1.16B invested in iShares MSCI ACWI ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.96%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
25
Increased
35
Reduced
48
Closed
22
Calls
$1M
Puts
$1.05M
Net Calls
-$47K
Net Calls Change
-$1.88M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$34.7M
2
IC
2
Iconiq Capital
California
$60.6M
3
Jane Street
3
Jane Street
New York
$39.6M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$12.5M
5
BWM
5
Baystate Wealth Management
Massachusetts
$22.3M

Top Sellers

1
TCM
1
TD Capital Management
Tennessee
$45.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$46.1M
3
SRA
3
Summit Rock Advisors
New York
$69.3M
4
HNB
4
Huntington National Bank
Ohio
$21.1M
5
RBC
5
Ronald Blue & Co
Georgia
$37.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$2.94M 50,633 +50,633 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$2.87M 49,332 -87,117 -64%
BSWMG
53
Barrington Strategic Wealth Management Group
Illinois
$2.33M 40,148 -6,662 -14%
LWA
54
Lenox Wealth Advisors
New York
$2.3M 39,311 – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$2.26M 38,819 -94,234 -71%
SIM
56
Sigma Investment Management
Oregon
$2.21M 38,075 -29,822 -44%
SCA
57
Salient Capital Advisors
Texas
$2.15M 36,905 – –
BPCA
58
Bank Pictet & Cie (Asia)
Singapore
$1.98M 34,070 -5,450 -14%
BHB
59
Bank Hapoalim BM
Israel
$1.98M 33,700 -4,420 -12%
ACM
60
Antonetti Capital Management
Florida
$1.88M 32,245 -6,888 -18%
VKH
61
Virtu KCG Holdings
New York
$1.77M 30,377 +30,377 New
Ameriprise
62
Ameriprise
Minnesota
$1.74M 29,951 -11,513 -28%
MSU
63
Maple Securities USA
New Jersey
$1.51M 25,900 +19,700 +318%
SFM
64
Signature Financial Management
Virginia
$1.37M 23,578 +1,513 +7%
HHGA
65
Halbert Hargrove Global Advisors
California
$1.32M 22,757 – –
NAM
66
North American Management
Massachusetts
$1.27M 21,787 +21,787 New
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M 19,885 -1,363 -6%
CLOS
68
Compagnie Lombard Odier SCmA
Switzerland
$1.15M 19,750 – –
OMCS
69
Old Mutual Customised Solutions
South Africa
$1.14M 19,652 -75 -0.4%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.12M 19,318 -17,284 -47%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$1.1M 18,837 +18,837 New
AL
72
Aspiriant LLC
California
$1.07M 18,368 – –
Mariner
73
Mariner
Kansas
$1.04M 17,827 -532 -3%
BWP
74
BSW Wealth Partners
Colorado
$981K 16,867 +2,063 +14%
LNB
75
Ledyard National Bank
$929K 15,975 -600 -4%
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3
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