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iShares MSCI ACWI ETF

175 hedge funds and large institutions have $1.79B invested in iShares MSCI ACWI ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

34% more capital invested

Capital invested by funds: $1.34B → $1.79B (+$453M)

27% more funds holding

Funds holding: 138175 (+37)

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.01M

Holders
175
Holders Change
+37
Holders Change %
+26.81%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
58
Increased
56
Reduced
37
Closed
19
Calls
Puts
$4.01M
Net Calls
-$4.01M
Net Calls Change
-$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
101
Genesis Wealth Advisors
Massachusetts
$1.09M +$1.05M +17,883 New
PI
102
Placemark Investments
Illinois
$1.07M +$610K +10,390 +132%
OMCS
103
Old Mutual Customised Solutions
South Africa
$965K +$969K +16,500 New
MFW
104
Meristem Family Wealth
Minnesota
$964K +$264K +4,502 +38%
SIM
105
Sigma Investment Management
Oregon
$894K -$87.1K -1,483 -9%
OMC
106
Old Mission Capital
Illinois
$878K +$882K +15,011 New
HighTower Advisors
107
HighTower Advisors
Illinois
$859K +$568K +9,670 +193%
RDM
108
Retirement Design & Management
Connecticut
$806K +$809K +13,780 New
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$772K +$775K +13,200 New
VKH
110
Virtu KCG Holdings
New York
$688K +$691K +11,758 New
Fisher Asset Management
111
Fisher Asset Management
Washington
$650K +$653K +11,115 New
EPP
112
ETF Portfolio Partners
Kansas
$641K +$644K +10,955 New
AL
113
Aspiriant LLC
California
$640K -$436K -7,428 -40%
MSU
114
Maple Securities USA
New Jersey
$638K +$640K +10,900 New
CFG
115
CKW Financial Group
Hawaii
$605K +$8.34K +142 +1%
M&T Bank
116
M&T Bank
New York
$548K +$348K +5,926 +172%
Citigroup
117
Citigroup
New York
$521K +$335K +5,710 +179%
HCM
118
Hollencrest Capital Management
California
$499K
TGI
119
Tradewinds Global Investors
California
$498K +$501K +8,526 New
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$482K -$7.99K -136 -2%
NGA
121
Naples Global Advisors
Florida
$479K +$15K +255 +3%
SC
122
Scotia Capital
Ontario, Canada
$459K -$23.5K -400 -5%
BF
123
BOK Financial
Oklahoma
$455K +$457K +7,783 New
AllianceBernstein
124
AllianceBernstein
Tennessee
$454K
US Bancorp
125
US Bancorp
Minnesota
$453K