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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
SC
101
Scotia Capital
Ontario, Canada
$280K -$91.2K -1,630 -25%
BEC
102
Blue Edge Capital
Virginia
$269K +$261K +4,660 New
Fisher Asset Management
103
Fisher Asset Management
Washington
$264K +$257K +4,585 New
RFC
104
Regions Financial Corp
Alabama
$244K -$5.04K -90 -2%
CCM
105
Coldstream Capital Management
Washington
$236K +$448 +8 +0.2%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$235K +$112 +2 +0%
PFS
107
Prospera Financial Services
Texas
$232K +$225K +4,024 New
EFS
108
Essex Financial Services
Connecticut
$225K +$218K +3,900 New
CDIA
109
Capital Directions Investment Advisors
Georgia
$218K -$60.9K -1,089 -22%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$214K +$208K +3,716 New
AIG
111
American International Group
New York
$199K +$161K +2,884 +504%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$196K -$42.6K -762 -18%
WA
113
Waverly Advisors
Alabama
$190K +$185K +3,305 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$178K +$173K +3,095 New
Creative Planning
115
Creative Planning
Kansas
$175K +$43.5K +778 +34%
CFA
116
Carroll Financial Associates
North Carolina
$147K
WTC
117
WhitTier Trust Company
Nevada
$141K
ASN
118
Advisory Services Network
Georgia
$117K +$114K +2,037 New
FBT
119
Founders Bank & Trust
Michigan
$98K
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$87K +$18.1K +323 +27%
TIM
121
Tortoise Investment Management
New York
$39K +$3.36K +60 +10%
IWC
122
Integrated Wealth Counsel
California
$37K
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$32.6K +$31.6K +565 New
CA
124
CapWealth Advisors
Tennessee
$31K
V
125
Veritable
Delaware
$25K +$24.6K +440 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.