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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 %
Stifel Financial
76
Stifel Financial
Missouri
$904K 15,346 -44,201 -74%
PPA
77
Parametric Portfolio Associates
Washington
$753K 12,789 -421 -3%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$751K 12,746 – –
Natixis Advisors
79
Natixis Advisors
Massachusetts
$743K 12,618 +7,974 +172%
MFW
80
Meristem Family Wealth
Minnesota
$706K 11,982 +11,982 New
Brown Advisory
81
Brown Advisory
Maryland
$700K 11,888 +2,489 +26%
Comerica Bank
82
Comerica Bank
Texas
$601K 10,203 +138 +1%
CFG
83
CKW Financial Group
Hawaii
$601K 10,197 +10,190 +145,571%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$528K 8,940 -501 -5%
HCM
85
Hollencrest Capital Management
California
$503K 8,541 – –
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$493K 8,367 -525 -6%
SC
87
Scotia Capital
Ontario, Canada
$486K 8,250 +1,420 +21%
CBOA
88
Commonwealth Bank of Australia
Australia
$482K 8,187 – –
KAH
89
Kathryn A. Hall
$471K 7,730 – –
NGA
90
Naples Global Advisors
Florida
$467K 7,935 -20 -0.3%
PI
91
Placemark Investments
Illinois
$463K 7,884 -309 -4%
AllianceBernstein
92
AllianceBernstein
Tennessee
$457K 7,756 +7,756 New
US Bancorp
93
US Bancorp
Minnesota
$456K 7,736 -59,008 -88%
BCM
94
Beck Capital Management
Texas
$456K 7,957 +7,957 New
WT
95
Whittier Trust
California
$428K 7,263 – –
GG
96
Gofen & Glossberg
Illinois
$412K 7,000 – –
BEC
97
Blue Edge Capital
Virginia
$392K 6,659 +177 +3%
PSI
98
Pinnacle Summer Investments
Virginia
$378K 6,410 – –
NA
99
Navellier & Associates
Nevada
$370K 6,287 +612 +11%
William Blair & Company
100
William Blair & Company
Illinois
$356K 6,050 +6,050 New
2 3
4
5 6