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iShares MSCI ACWI ETF

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.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$167M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 137137 (0)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

51% less call options, than puts

Call options by funds: $554K | Put options by funds: $1.13M

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
Name Holding Trade Value Shares
Change
Change in
Stake
MSU
51
Maple Securities USA
New Jersey
$3.51M +$1.92M +32,400 +125%
LWA
52
Lenox Wealth Advisors
New York
$3.28M +$892K +15,039 +38%
LPL Financial
53
LPL Financial
California
$3.28M -$52.5K -885 -2%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$3.15M +$93.1K +1,570 +3%
AssetMark Inc
55
AssetMark Inc
California
$2.9M -$1.7M -28,700 -37%
IPC
56
Independent Portfolio Consultants
Florida
$2.84M +$2.79M +47,055 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.83M +$483K +8,150 +21%
SCA
58
Salient Capital Advisors
Texas
$2.49M +$259K +4,370 +12%
BSWMG
59
Barrington Strategic Wealth Management Group
Illinois
$2.3M -$119K -2,002 -5%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$2.04M -$4.77M -80,518 -70%
Ameriprise
61
Ameriprise
Minnesota
$2.03M +$221K +3,725 +12%
ACM
62
Antonetti Capital Management
Florida
$1.99M +$45.2K +762 +2%
BHB
63
Bank Hapoalim BM
Israel
$1.94M -$86K -1,450 -4%
Chevy Chase Trust
64
Chevy Chase Trust
Maryland
$1.9M +$753K +12,701 +67%
Baillie Gifford & Co
65
Baillie Gifford & Co
United Kingdom
$1.77M -$25.5M -429,429 -94%
UCFA
66
United Capital Financial Advisors
Texas
$1.68M +$1.34M +22,575 +422%
SFM
67
Signature Financial Management
Virginia
$1.4M -$18.3K -309 -1%
HHGA
68
Halbert Hargrove Global Advisors
California
$1.37M
NAM
69
North American Management
Massachusetts
$1.32M +$10.6K +178 +0.8%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.3M +$137K +2,316 +12%
Bessemer Group
71
Bessemer Group
New Jersey
$1.26M -$10.7M -180,921 -90%
BBHC
72
Brown Brothers Harriman & Co
New York
$1.26M +$1.24M +20,905 New
SIM
73
Sigma Investment Management
Oregon
$1.24M -$1.04M -17,472 -46%
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$1.21M +$1.19M +20,000 New
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$1.19M