ACWI icon

iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

175 hedge funds and large institutions have $1.79B invested in iShares MSCI ACWI ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
175
Holders Change
+37
Holders Change %
+26.81%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
58
Increased
56
Reduced
37
Closed
19
Calls
–
Puts
$4.01M
Net Calls
-$4.01M
Net Calls Change
-$4.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
BIM
2
BlackRock Investment Management
Delaware
$60.5M
3
CS
3
Credit Suisse
Switzerland
$43.7M
4
Bank of America
4
Bank of America
North Carolina
$73.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$60.1M

Top Sellers

1
SAM
1
Shell Asset Management
Netherlands
$0
2
HNB
2
Huntington National Bank
Ohio
$6.96M
3
CMO
3
Covenant Multifamily Offices
Texas
$4.25M
4
FTUS
4
Flow Traders U.S.
New York
$15.6M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$6.01M 102,720 – –
CAW
52
Cornerstone Advisors (Washington)
Washington
$5.87M 100,277 -400 -0.4%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5.68M 97,158 +33,194 +52%
Lazard Asset Management
54
Lazard Asset Management
New York
$5.43M 92,757 +92,757 New
Brown Advisory
55
Brown Advisory
Maryland
$5.34M 91,290 +79,402 +668%
IL
56
Investure LLC
Virginia
$5.19M 88,700 +88,700 New
LOT
57
Lombard Odier Transatlantic
Quebec, Canada
$5.03M 86,000 +86,000 New
PIMJS
58
PKO Investment Management Joint-Stock
Poland
$5.01M 85,690 – –
Mariner
59
Mariner
Kansas
$4.95M 84,550 +61,175 +262%
WF
60
WealthTrust Fairport
Ohio
$4.85M 82,825 +8,454 +11%
PAS
61
Partnervest Advisory Services
California
$4.79M 81,869 -1,856 -2%
ACM
62
Alethea Capital Management
Washington
$4.62M 78,896 +78,896 New
CMO
63
Covenant Multifamily Offices
Texas
$4.25M 72,696 -322,521 -82%
FAAM
64
First Allied Asset Management
California
$4.19M 71,554 +71,554 New
BPC
65
Banque Pictet & Cie
Switzerland
$4.18M 71,500 -31,754 -31%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$3.89M 66,555 -2,335 -3%
SMM
67
Stadion Money Management
Georgia
$3.66M 62,611 +62,611 New
SFM
68
Signature Financial Management
Virginia
$3.52M 60,142 +38,695 +180%
UCFA
69
United Capital Financial Advisors
Texas
$3.37M 57,544 +13,911 +32%
AI
70
Atria Investments
North Carolina
$3.3M 56,371 +56,371 New
LPL Financial
71
LPL Financial
California
$3.2M 54,731 +330 +0.6%
SCM
72
Sterling Capital Management
North Carolina
$3.19M 54,451 +54,451 New
GH
73
GAM Holding
Switzerland
$3.18M 54,300 +24,300 +81%
ID
74
Integral Derivatives
New York
$3.06M 52,300 +52,300 New
OWP
75
Obermeyer Wealth Partners
Colorado
$2.95M 50,340 +50,340 New
1 2
3
4 5