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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 %
SWP
101
Stratos Wealth Partners
Ohio
$348K 5,913 +5,913 New
RFS
102
Rockefeller Financial Services
New York
$321K 5,443 +235 +5%
GT
103
Glenmede Trust
Pennsylvania
$307K 5,228 +445 +9%
LNB
104
Ledyard National Bank
$298K 5,060 -9,665 -66%
HighTower Advisors
105
HighTower Advisors
Illinois
$296K 5,022 +4 +0.1%
CDIA
106
Capital Directions Investment Advisors
Georgia
$294K 4,936 +1,300 +36%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$292K 4,955 +1,274 +35%
RMC
108
Regis Management Company
California
$258K 4,375 -12 -0.3%
CCM
109
Coldstream Capital Management
Washington
$256K 4,345 +203 +5%
NPC
110
National Planning Corporation
California
$235K 4,030 -30 -0.7%
ST
111
Spinnaker Trust
Maine
$228K 3,868 -2,342 -38%
BIM
112
BlackRock Investment Management
Delaware
$226K 3,844 +3,844 New
RIM
113
RS Investment Management
California
$212K 3,600 +3,600 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$206K 3,495 – –
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$205K 3,485 -147 -4%
M&T Bank
116
M&T Bank
New York
$203K 3,440 +1,300 +61%
AIG
117
American International Group
New York
$193K 3,283 -1,344 -29%
CA
118
Cambridge Associates
Massachusetts
$189K 3,205 -2,427 -43%
Citigroup
119
Citigroup
New York
$188K 3,187 -289 -8%
MAA
120
Managed Account Advisors
New Jersey
$164K 2,782 +2,782 New
Creative Planning
121
Creative Planning
Kansas
$124K 2,102 +11 +0.5%
FBT
122
Founders Bank & Trust
Michigan
$106K 1,798 – –
GC
123
Guggenheim Capital
Illinois
$88K 1,500 +1,500 New
PAG
124
Private Advisor Group
New Jersey
$77K 1,299 +1,299 New
TIM
125
Tortoise Investment Management
New York
$62K 1,055 – –
3 4
5
6 7