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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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.

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

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$68.7M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$89.2M
3
BlackRock
3
BlackRock
New York
$40.9M
4
SRA
4
Summit Rock Advisors
New York
$104M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$26.4M

Top Sellers

1
RBC
1
Ronald Blue & Co
Georgia
$57.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$25.4M
3
GFM
3
Gramercy Funds Management
Connecticut
$432K
4
FAAS
4
First Allied Advisory Services
California
$3.49M
5
Wells Fargo
5
Wells Fargo
California
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
101
Scotia Capital
Ontario, Canada
$280K 4,860 -1,630 -25%
BEC
102
Blue Edge Capital
Virginia
$269K 4,660 +4,660 New
Fisher Asset Management
103
Fisher Asset Management
Washington
$264K 4,585 +4,585 New
RFC
104
Regions Financial Corp
Alabama
$244K 4,240 -90 -2%
CCM
105
Coldstream Capital Management
Washington
$236K 4,090 +8 +0.2%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$235K 4,093 +2 +0%
PFS
107
Prospera Financial Services
Texas
$232K 4,024 +4,024 New
EFS
108
Essex Financial Services
Connecticut
$225K 3,900 +3,900 New
CDIA
109
Capital Directions Investment Advisors
Georgia
$218K 3,781 -1,089 -22%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$214K 3,716 +3,716 New
AIG
111
American International Group
New York
$199K 3,456 +2,884 +504%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$196K 3,402 -762 -18%
WA
113
Waverly Advisors
Alabama
$190K 3,305 +3,305 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$178K 3,095 +3,095 New
Creative Planning
115
Creative Planning
Kansas
$175K 3,043 +778 +34%
CFA
116
Carroll Financial Associates
North Carolina
$147K 2,555 – –
WTC
117
WhitTier Trust Company
Nevada
$141K 2,450 – –
ASN
118
Advisory Services Network
Georgia
$117K 2,037 +2,037 New
FBT
119
Founders Bank & Trust
Michigan
$98K 1,798 – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$87K 1,510 +323 +27%
TIM
121
Tortoise Investment Management
New York
$39K 670 +60 +10%
IWC
122
Integrated Wealth Counsel
California
$37K 650 – –
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$32.6K 565 +565 New
CA
124
CapWealth Advisors
Tennessee
$31K 530 – –
V
125
Veritable
Delaware
$25K 440 +440 New
2 3 4
5
6