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iShares MSCI ACWI ETF

134 hedge funds and large institutions have $1.29B invested in iShares MSCI ACWI ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

41% more capital invested

Capital invested by funds: $918M → $1.29B (+$375M)

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

21% more funds holding

Funds holding: 111134 (+23)

Holders
134
Holders Change
+23
Holders Change %
+20.72%
% of All Funds
3.89%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.64%
New
34
Increased
45
Reduced
34
Closed
8
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
76
Aspiriant LLC
California
$1.06M
LNB
77
Ledyard National Bank
$955K -$781K -13,958 -46%
BWP
78
BSW Wealth Partners
Colorado
$853K
Invesco
79
Invesco
Georgia
$751K +$87.4K +1,562 +14%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$682K -$15.7K -281 -2%
TGI
81
Tradewinds Global Investors
California
$614K +$596K +10,653 New
Comerica Bank
82
Comerica Bank
Texas
$580K -$350K -6,247 -38%
CFG
83
CKW Financial Group
Hawaii
$546K +$530K +9,477 New
PFM
84
Phillips Financial Management
Indiana
$503K +$280 +5 +0%
HCM
85
Hollencrest Capital Management
California
$488K +$474K +8,465 New
HL
86
Harding Loevner
New Jersey
$487K +$473K +8,451 New
GT
87
Glenmede Trust
Pennsylvania
$478K +$197K +3,521 +74%
CBOA
88
Commonwealth Bank of Australia
Australia
$472K +$458K +8,187 New
BPC
89
Banque Pictet & Cie
Switzerland
$463K +$450K +8,041 New
NGA
90
Naples Global Advisors
Florida
$462K +$448K +8,010 New
RMC
91
Regis Management Company
California
$460K
KAH
92
Kathryn A. Hall
$445K
GFM
93
Gramercy Funds Management
Connecticut
$432K -$18.8M -335,700 -98%
WT
94
Whittier Trust
California
$424K -$6.49K -116 -2%
ST
95
Spinnaker Trust
Maine
$411K -$13.5K -241 -3%
GG
96
Gofen & Glossberg
Illinois
$403K
PSI
97
Pinnacle Summer Investments
Virginia
$369K
MSU
98
Maple Securities USA
New Jersey
$357K -$940K -16,800 -73%
UBS AM
99
UBS AM
Illinois
$300K
HPCM
100
High Pointe Capital Management
Illinois
$288K +$280K +5,000 New

ACWI Hedge Fund Activity: Q4 2013 in Review

134 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2013, worth a combined $1.29B — up 41% from $918M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ACWI positions and 8 closed out — a net gain of 26 holders — while 45 added to existing stakes and 34 trimmed.

The largest buyer was Sarasin & Partners, opening a new position worth an estimated $66.7M. The largest seller was Ronald Blue & Co, cutting an estimated $21M.

  • 134 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2013, up from 111 in Q3 2013.
  • Funds reported $1.29B of iShares MSCI ACWI ETF stock for Q4 2013, up 41% quarter-over-quarter.
  • 34 funds opened new iShares MSCI ACWI ETF positions in Q4 2013 and 8 closed out, a net change of +26 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2013 was Sarasin & Partners, an estimated $66.7M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2013 was Ronald Blue & Co, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2013.