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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
PSI
101
Pinnacle Summer Investments
Virginia
$386K
ST
102
Spinnaker Trust
Maine
$375K -$43.3K -730 -11%
NA
103
Navellier & Associates
Nevada
$342K +$337K +5,675 New
CA
104
Cambridge Associates
Massachusetts
$339K
RFS
105
Rockefeller Financial Services
New York
$314K
HighTower Advisors
106
HighTower Advisors
Illinois
$302K +$298K +5,018 New
GT
107
Glenmede Trust
Pennsylvania
$288K
Natixis Advisors
108
Natixis Advisors
Massachusetts
$280K -$395K -6,667 -59%
AIG
109
American International Group
New York
$279K -$67.4K -1,136 -20%
RMC
110
Regis Management Company
California
$264K -$97.4K -1,643 -27%
CCM
111
Coldstream Capital Management
Washington
$250K
NPC
112
National Planning Corporation
California
$245K +$3.08K +52 +1%
EFS
113
Essex Financial Services
Connecticut
$235K
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$222K -$15.8K -266 -7%
CDIA
115
Capital Directions Investment Advisors
Georgia
$219K
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$219K +$16.2K +273 +8%
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
$211K +$23.7K +400 +13%
Citigroup
118
Citigroup
New York
$209K -$107K -1,801 -34%
CFA
119
Carroll Financial Associates
North Carolina
$199K +$44.5K +750 +29%
WTC
120
WhitTier Trust Company
Nevada
$148K
M&T Bank
121
M&T Bank
New York
$129K
Creative Planning
122
Creative Planning
Kansas
$126K -$11.4K -193 -8%
FBT
123
Founders Bank & Trust
Michigan
$108K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$105K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$91K -$23.6K -398 -21%