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iShares MSCI ACWI ETF

248 hedge funds and large institutions have $2.29B invested in iShares MSCI ACWI ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

6% more funds holding

Funds holding: 233248 (+15)

6% more capital invested

Capital invested by funds: $2.16B → $2.29B (+$124M)

4% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 83

2% less call options, than puts

Call options by funds: $521M | Put options by funds: $533M

1.85% less ownership

Funds ownership: 36.43%34.58% (-1.9%)

Holders
248
Holders Change
+15
Holders Change %
+6.44%
% of All Funds
6.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.62%
New
35
Increased
86
Reduced
83
Closed
17
Calls
$521M
Puts
$533M
Net Calls
-$11.2M
Net Calls Change
+$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
101
Financial Enhancement Group
Indiana
$1.83M -$279K -4,506 -13%
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$1.81M -$52K -840 -3%
BWP
103
BSW Wealth Partners
Colorado
$1.75M -$15.5K -250 -0.9%
TSS
104
Two Sigma Securities
New York
$1.74M +$402K +6,486 +31%
PI
105
PineBridge Investments
New York
$1.64M
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$1.62M +$1.1M +17,786 +228%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$1.51M +$1.21M +19,541 +444%
Comerica Bank
108
Comerica Bank
Texas
$1.38M -$3.93M -63,543 -75%
HIM
109
Hanlon Investment Management
New Jersey
$1.3M -$2.91K -47 -0.2%
SCA
110
Salient Capital Advisors
Texas
$1.25M -$22.3K -360 -2%
ACP
111
Aveo Capital Partners
Colorado
$1.23M +$64.1K +1,036 +6%
SSG
112
Summit Securities Group
New York
$1.21M +$1.18M +19,103 New
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.19M -$11.4M -184,856 -91%
FT
114
Fiduciary Trust
Massachusetts
$1.17M
BJL
115
Brighton Jones LLC
Washington
$1.15M +$746K +12,049 +197%
TC
116
Telemus Capital
Michigan
$1.14M -$1.61M -25,983 -59%
Wolverine Trading
117
Wolverine Trading
Illinois
$1.11M +$713K +11,513 +194%
FIM
118
Frontier Investment Management
Texas
$1.1M -$274K -4,421 -20%
AI
119
Atria Investments
North Carolina
$1.01M -$10.1K -163 -1%
ZIG
120
Zurich Insurance Group
Switzerland
$1M +$485K +7,834 +98%
SAM
121
Sequent Asset Management
Texas
$954K +$52K +840 +6%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$952K
KAH
123
Kathryn A. Hall
$943K
PVH
124
Psagot Value Holdings
Israel
$923K +$340K +5,488 +60%
MFW
125
Meristem Family Wealth
Minnesota
$918K -$1.73M -27,914 -66%