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iShares MSCI ACWI ETF

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.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

34% more capital invested

Capital invested by funds: $1.34B → $1.79B (+$453M)

27% more funds holding

Funds holding: 138175 (+37)

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.01M

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
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$6.01M
CAW
52
Cornerstone Advisors (Washington)
Washington
$5.87M -$23.5K -400 -0.4%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5.68M +$1.95M +33,194 +52%
Lazard Asset Management
54
Lazard Asset Management
New York
$5.43M +$5.45M +92,757 New
Brown Advisory
55
Brown Advisory
Maryland
$5.34M +$4.66M +79,402 +668%
IL
56
Investure LLC
Virginia
$5.19M +$5.21M +88,700 New
LOT
57
Lombard Odier Transatlantic
Quebec, Canada
$5.03M +$5.05M +86,000 New
PIMJS
58
PKO Investment Management Joint-Stock
Poland
$5.01M
Mariner
59
Mariner
Kansas
$4.95M +$3.59M +61,175 +262%
WF
60
WealthTrust Fairport
Ohio
$4.84M +$497K +8,454 +11%
PAS
61
Partnervest Advisory Services
California
$4.79M -$109K -1,856 -2%
ACM
62
Alethea Capital Management
Washington
$4.62M +$4.63M +78,896 New
CMO
63
Covenant Multifamily Offices
Texas
$4.25M -$18.9M -322,521 -82%
FAAM
64
First Allied Asset Management
California
$4.19M +$4.2M +71,554 New
BPC
65
Banque Pictet & Cie
Switzerland
$4.18M -$1.87M -31,754 -31%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$3.89M -$137K -2,335 -3%
SMM
67
Stadion Money Management
Georgia
$3.66M +$3.68M +62,611 New
SFM
68
Signature Financial Management
Virginia
$3.52M +$2.27M +38,695 +180%
UCFA
69
United Capital Financial Advisors
Texas
$3.37M +$817K +13,911 +32%
AI
70
Atria Investments
North Carolina
$3.3M +$3.31M +56,371 New
LPL Financial
71
LPL Financial
California
$3.2M +$19.4K +330 +0.6%
SCM
72
Sterling Capital Management
North Carolina
$3.19M +$3.2M +54,451 New
GH
73
GAM Holding
Switzerland
$3.18M +$1.43M +24,300 +81%
ID
74
Integral Derivatives
New York
$3.06M +$3.07M +52,300 New
OWP
75
Obermeyer Wealth Partners
Colorado
$2.94M +$2.96M +50,340 New