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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

137 hedge funds and large institutions have $1.16B invested in iShares MSCI ACWI ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 22 closing their positions.

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.96%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
25
Increased
35
Reduced
48
Closed
22
Calls
$1M
Puts
$1.05M
Net Calls
-$47K
Net Calls Change
-$1.88M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$34.7M
2
IC
2
Iconiq Capital
California
$60.6M
3
Jane Street
3
Jane Street
New York
$39.6M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$12.5M
5
BWM
5
Baystate Wealth Management
Massachusetts
$22.3M

Top Sellers

1
TCM
1
TD Capital Management
Tennessee
$45.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$46.1M
3
SRA
3
Summit Rock Advisors
New York
$69.3M
4
HNB
4
Huntington National Bank
Ohio
$21.1M
5
RBC
5
Ronald Blue & Co
Georgia
$37.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$311K 5,344 +5,344 New
BEC
102
Blue Edge Capital
Virginia
$307K 5,283 +623 +13%
Citigroup
103
Citigroup
New York
$307K 5,277 -31,704 -86%
RFS
104
Rockefeller Financial Services
New York
$303K 5,208 +5,208 New
GT
105
Glenmede Trust
Pennsylvania
$278K 4,783 -3,521 -42%
CCM
106
Coldstream Capital Management
Washington
$241K 4,142 +52 +1%
NPC
107
National Planning Corporation
California
$235K 4,008 +4,008 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$230K 3,947 +231 +6%
EFS
109
Essex Financial Services
Connecticut
$227K 3,900 – –
CDIA
110
Capital Directions Investment Advisors
Georgia
$211K 3,636 -145 -4%
RC
111
RegentAtlantic Capital
New Jersey
$209K 3,591 +3,591 New
RC
112
Riversville Capital
Connecticut
$208K 3,572 -29,646 -89%
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$195K 3,359 -43 -1%
GC
114
Guggenheim Capital
Illinois
$192K 3,300 +3,300 New
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$180K 3,095 – –
CFA
116
Carroll Financial Associates
North Carolina
$149K 2,555 – –
WTC
117
WhitTier Trust Company
Nevada
$142K 2,450 – –
Creative Planning
118
Creative Planning
Kansas
$133K 2,284 -759 -25%
M&T Bank
119
M&T Bank
New York
$124K 2,140 +2,140 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$111K 1,909 +399 +26%
FBT
121
Founders Bank & Trust
Michigan
$105K 1,798 – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$101K 1,740 -182,808 -99%
TIM
123
Tortoise Investment Management
New York
$59K 1,010 +340 +51%
IWC
124
Integrated Wealth Counsel
California
$38K 650 – –
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$32.8K 565 – –
3 4
5
6 7