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iShares MSCI ACWI ETF

137 hedge funds and large institutions have $1.16B invested in iShares MSCI ACWI ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
3.96%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
25
Increased
35
Reduced
48
Closed
22
Calls
$1M
Puts
$1.05M
Net Calls
-$47K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
CapWealth Advisors
Tennessee
$31K
WAS
127
Winch Advisory Services
Wisconsin
$22K +$22K +378 New
WA
128
WFG Advisors
Texas
$21K +$21K +365 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$17K
NES
130
New England Securities
New York
$14K -$10K -174 -42%
Brown Advisory
131
Brown Advisory
Maryland
$12K +$7.64K +126 +175%
MFS
132
MSI Financial Services
Massachusetts
$8K -$11.9K -205 -60%
AC
133
Alexandria Capital
Virginia
$5K
MWP
134
MYCIO Wealth Partners
Pennsylvania
$5K
W
135
Wealthfront
California
$5K +$5K +81 New
LFG
136
LifePlan Financial Group
Ohio
$3K
CFA
137
CT Financial Advisors
Pennsylvania
$1.98K +$1.98K +33 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$1K
Lazard Asset Management
139
Lazard Asset Management
New York
-$18.6M -322,665 Closed
TCT
140
TIAA CREF Trust
Missouri
-$17.3M -300,084 Closed
BIM
141
BlackRock Investment Management
Delaware
-$4.97M -86,315 Closed
FAAS
142
First Allied Advisory Services
California
-$3.49M -60,459 Closed
FFA
143
Fragasso Financial Advisors
Pennsylvania
-$2.74M -47,460 Closed
PWPCM
144
Perella Weinberg Partners Capital Management
New York
-$2.67M -46,277 Closed
LI
145
LMCG Investments
Massachusetts
-$1.33M -22,995 Closed
CANY
146
Caxton Associates (New York)
New York
-$1.23M -21,300 Closed
Invesco
147
Invesco
Georgia
-$751K -13,039 Closed
TGI
148
Tradewinds Global Investors
California
-$614K -10,653 Closed
HL
149
Harding Loevner
New Jersey
-$487K -8,451 Closed
GFM
150
Gramercy Funds Management
Connecticut
-$432K -7,500 Closed