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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
BIM
2
BlackRock Investment Management
Delaware
$60.5M
3
CS
3
Credit Suisse
Switzerland
$43.7M
4
Bank of America
4
Bank of America
North Carolina
$73.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$60.1M

Top Sellers

1
SAM
1
Shell Asset Management
Netherlands
$0
2
HNB
2
Huntington National Bank
Ohio
$6.96M
3
CMO
3
Covenant Multifamily Offices
Texas
$4.25M
4
FTUS
4
Flow Traders U.S.
New York
$15.6M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
101
Genesis Wealth Advisors
Massachusetts
$1.09M 17,883 +17,883 New
PI
102
Placemark Investments
Illinois
$1.07M 18,274 +10,390 +132%
OMCS
103
Old Mutual Customised Solutions
South Africa
$965K 16,500 +16,500 New
MFW
104
Meristem Family Wealth
Minnesota
$964K 16,484 +4,502 +38%
SIM
105
Sigma Investment Management
Oregon
$894K 15,277 -1,483 -9%
OMC
106
Old Mission Capital
Illinois
$878K 15,011 +15,011 New
HighTower Advisors
107
HighTower Advisors
Illinois
$859K 14,692 +9,670 +193%
RDM
108
Retirement Design & Management
Connecticut
$806K 13,780 +13,780 New
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$772K 13,200 +13,200 New
VKH
110
Virtu KCG Holdings
New York
$688K 11,758 +11,758 New
Fisher Asset Management
111
Fisher Asset Management
Washington
$650K 11,115 +11,115 New
EPP
112
ETF Portfolio Partners
Kansas
$641K 10,955 +10,955 New
AL
113
Aspiriant LLC
California
$640K 10,940 -7,428 -40%
MSU
114
Maple Securities USA
New Jersey
$638K 10,900 +10,900 New
CFG
115
CKW Financial Group
Hawaii
$605K 10,339 +142 +1%
M&T Bank
116
M&T Bank
New York
$548K 9,366 +5,926 +172%
Citigroup
117
Citigroup
New York
$521K 8,897 +5,710 +179%
HCM
118
Hollencrest Capital Management
California
$499K 8,541 – –
TGI
119
Tradewinds Global Investors
California
$498K 8,526 +8,526 New
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$482K 8,231 -136 -2%
NGA
121
Naples Global Advisors
Florida
$479K 8,190 +255 +3%
SC
122
Scotia Capital
Ontario, Canada
$459K 7,850 -400 -5%
BF
123
BOK Financial
Oklahoma
$455K 7,783 +7,783 New
AllianceBernstein
124
AllianceBernstein
Tennessee
$454K 7,756 – –
US Bancorp
125
US Bancorp
Minnesota
$453K 7,736 – –
3 4
5
6 7