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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

137 hedge funds and large institutions have $1.32B invested in iShares MSCI ACWI ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.49%
New
13
Increased
51
Reduced
41
Closed
12
Calls
$554K
Puts
$1.13M
Net Calls
-$579K
Net Calls Change
-$532K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$71.5M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$63.2M
3
IC
3
Iconiq Capital
California
$86.4M
4
Barclays
4
Barclays
United Kingdom
$25M
5
SAM
5
Shell Asset Management
Netherlands
$17M

Top Sellers

1
CC
1
Curian Capital
Colorado
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.77M
3
Jane Street
3
Jane Street
New York
$17.7M
4
SRA
4
Summit Rock Advisors
New York
$53.7M
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
MSU
51
Maple Securities USA
New Jersey
$3.51M 58,300 +32,400 +125%
LWA
52
Lenox Wealth Advisors
New York
$3.28M 54,350 +15,039 +38%
LPL Financial
53
LPL Financial
California
$3.28M 54,363 -885 -2%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$3.15M 52,203 +1,570 +3%
AssetMark Inc
55
AssetMark Inc
California
$2.91M 48,210 -28,700 -37%
IPC
56
Independent Portfolio Consultants
Florida
$2.84M 47,055 +47,055 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.83M 46,969 +8,150 +21%
SCA
58
Salient Capital Advisors
Texas
$2.49M 41,275 +4,370 +12%
BSWMG
59
Barrington Strategic Wealth Management Group
Illinois
$2.3M 38,146 -2,002 -5%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$2.05M 33,937 -80,518 -70%
Ameriprise
61
Ameriprise
Minnesota
$2.03M 33,676 +3,725 +12%
ACM
62
Antonetti Capital Management
Florida
$1.99M 33,007 +762 +2%
BHB
63
Bank Hapoalim BM
Israel
$1.94M 32,250 -1,450 -4%
Chevy Chase Trust
64
Chevy Chase Trust
Maryland
$1.9M 31,538 +12,701 +67%
Baillie Gifford & Co
65
Baillie Gifford & Co
United Kingdom
$1.77M 29,353 -429,429 -94%
UCFA
66
United Capital Financial Advisors
Texas
$1.68M 27,919 +22,575 +422%
SFM
67
Signature Financial Management
Virginia
$1.4M 23,269 -309 -1%
HHGA
68
Halbert Hargrove Global Advisors
California
$1.37M 22,757 – –
NAM
69
North American Management
Massachusetts
$1.32M 21,965 +178 +0.8%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.3M 21,634 +2,316 +12%
Bessemer Group
71
Bessemer Group
New Jersey
$1.26M 20,915 -180,921 -90%
BBHC
72
Brown Brothers Harriman & Co
New York
$1.26M 20,905 +20,905 New
SIM
73
Sigma Investment Management
Oregon
$1.24M 20,603 -17,472 -46%
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$1.21M 20,000 +20,000 New
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$1.19M 19,750 – –
1 2
3
4 5