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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
AL
76
Aspiriant LLC
California
$1.11M
BPC
77
Banque Pictet & Cie
Switzerland
$1.1M +$608K +10,260 +128%
Mariner
78
Mariner
Kansas
$1.08M +$4.21K +71 +0.4%
BWP
79
BSW Wealth Partners
Colorado
$1.02M
BPCA
80
Bank Pictet & Cie (Asia)
Singapore
$1M -$1.03M -17,450 -51%
BII
81
Baring International Investment
United Kingdom
$939K +$925K +15,593 New
OMCS
82
Old Mutual Customised Solutions
South Africa
$899K -$280K -4,730 -24%
LNB
83
Ledyard National Bank
$887K -$74.1K -1,250 -8%
PPA
84
Parametric Portfolio Associates
Washington
$796K -$19.2K -323 -2%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$768K +$18.9K +319 +3%
Comerica Bank
86
Comerica Bank
Texas
$607K
Citadel Advisors
87
Citadel Advisors
Florida
$585K +$576K +9,705 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$569K +$51K +860 +10%
Brown Advisory
89
Brown Advisory
Maryland
$566K +$546K +9,201 +4,647%
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$536K -$6.52K -110 -1%
HCM
91
Hollencrest Capital Management
California
$515K
PFM
92
Phillips Financial Management
Indiana
$503K -$1.48K -25 -0.2%
PI
93
Placemark Investments
Illinois
$494K +$106K +1,790 +28%
CBOA
94
Commonwealth Bank of Australia
Australia
$493K
NGA
95
Naples Global Advisors
Florida
$479K -$7.71K -130 -2%
KAH
96
Kathryn A. Hall
$464K
WT
97
Whittier Trust
California
$438K -$5.4K -91 -1%
GG
98
Gofen & Glossberg
Illinois
$422K
SC
99
Scotia Capital
Ontario, Canada
$412K +$60.5K +1,020 +18%
BEC
100
Blue Edge Capital
Virginia
$391K +$71.1K +1,199 +23%