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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

138 hedge funds and large institutions have $1.34B invested in iShares MSCI ACWI ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
4.01%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.61%
New
21
Increased
48
Reduced
48
Closed
19
Calls
$624K
Puts
$389K
Net Calls
+$235K
Net Calls Change
+$814K

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$152M
2
SIA
2
Spruce Investment Advisors
Connecticut
$24.4M
3
SAM
3
Shell Asset Management
Netherlands
$40.3M
4
IC
4
Iconiq Capital
California
$98.9M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$10.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19M
2
BlackRock
2
BlackRock
New York
$0
3
VKH
3
Virtu KCG Holdings
New York
$0
4
SRA
4
Summit Rock Advisors
New York
$37.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AG
51
Appleton Group
Wisconsin
$3.52M 59,722 -112,953 -65%
LPL Financial
52
LPL Financial
California
$3.16M 54,401 +38 +0.1%
UCFA
53
United Capital Financial Advisors
Texas
$2.57M 43,633 +15,714 +56%
Chevy Chase Trust
54
Chevy Chase Trust
Maryland
$2.51M 42,544 +11,006 +35%
SCA
55
Salient Capital Advisors
Texas
$2.36M 39,983 -1,292 -3%
LWA
56
Lenox Wealth Advisors
New York
$2.35M 39,850 -14,500 -27%
Ameriprise
57
Ameriprise
Minnesota
$2.27M 38,795 +5,119 +15%
BSWMG
58
Barrington Strategic Wealth Management Group
Illinois
$2.17M 36,856 -1,290 -3%
BHB
59
Bank Hapoalim BM
Israel
$1.82M 30,870 -1,380 -4%
GH
60
GAM Holding
Switzerland
$1.77M 30,000 +30,000 New
Baillie Gifford & Co
61
Baillie Gifford & Co
United Kingdom
$1.73M 29,353 – –
CS
62
Credit Suisse
Switzerland
$1.68M 28,589 -117,196 -80%
ACM
63
Antonetti Capital Management
Florida
$1.59M 26,986 -6,021 -18%
Mariner
64
Mariner
Kansas
$1.38M 23,375 +5,477 +31%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.32M 22,434 +800 +4%
NAM
66
North American Management
Massachusetts
$1.31M 22,175 +210 +1%
SFM
67
Signature Financial Management
Virginia
$1.26M 21,447 -1,822 -8%
BBHC
68
Brown Brothers Harriman & Co
New York
$1.23M 20,905 – –
HHGA
69
Halbert Hargrove Global Advisors
California
$1.23M 20,871 -1,886 -8%
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
$1.16M 19,750 – –
AL
71
Aspiriant LLC
California
$1.08M 18,368 – –
Bessemer Group
72
Bessemer Group
New Jersey
$1.02M 17,290 -3,625 -17%
BWP
73
BSW Wealth Partners
Colorado
$993K 16,867 – –
SIM
74
Sigma Investment Management
Oregon
$987K 16,760 -3,843 -19%
BAM
75
Baring Asset Management
United Kingdom
$952K 16,128 +16,128 New
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3
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