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iShares MSCI ACWI ETF
ACWI

137 hedge funds and large institutions have $1.32B invested in iShares MSCI ACWI ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

14% more capital invested

Capital invested by funds: $1.16B → $1.32B (+$167M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 137 → 137 (0)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

51% less call options, than puts

Call options by funds: $554K | Put options by funds: $1.13M

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
3.94%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.49%
New
13
Increased
51
Reduced
41
Closed
12
Calls
$554K
Puts
$1.13M
Net Calls
-$579K
Net Calls Change
-$532K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$63.3M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$62.2M
3
IC
Iconiq Capital
California
+$23.2M
4
Barclays
Barclays
United Kingdom
+$19.6M
5
SAM
Shell Asset Management
Netherlands
+$16.7M

Top Sellers

1
CC
Curian Capital
Colorado
-$70M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$25.5M
3
Jane Street
Jane Street
New York
-$23M
4
SRA
Summit Rock Advisors
New York
-$17.8M
5
Bessemer Group
Bessemer Group
New Jersey
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
126
Tortoise Investment Management
New York
$64K +$2.67K +45 +4%
BRWA
127
B. Riley Wealth Advisors
Florida
$43K +$42.3K +713 New
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$34K – – –
CA
129
CapWealth Advisors
Tennessee
$32K – – –
WAS
130
Winch Advisory Services
Wisconsin
$23K – – –
WA
131
WFG Advisors
Texas
$22K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$18K – – –
NES
133
New England Securities
New York
$15K – – –
MFS
134
MSI Financial Services
Massachusetts
$14K +$5.34K +90 +65%
AC
135
Alexandria Capital
Virginia
$5K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1K – – –
NFG
137
Next Financial Group
Texas
$1K +$1.42K +24 New
CC
138
Curian Capital
Colorado
– -$70M -1,203,335 Closed
FAAM
139
First Allied Asset Management
California
– -$7.11M -122,324 Closed
CFG
140
CKW Financial Group
Hawaii
– -$559K -9,420 -100%
RIM
141
RS Investment Management
California
– -$457K -7,856 Closed
BCM
142
Bluefin Capital Management
New York
– -$400K -7,699 Closed
Millennium Management
143
Millennium Management
New York
– -$407K -6,997 Closed
RC
144
RegentAtlantic Capital
New Jersey
– -$209K -3,591 Closed
RC
145
Riversville Capital
Connecticut
– -$208K -3,572 Closed
GC
146
Guggenheim Capital
Illinois
– -$192K -3,300 Closed
IWC
147
Integrated Wealth Counsel
California
– -$38K -650 Closed
MWP
148
MYCIO Wealth Partners
Pennsylvania
– -$5K -85 Closed
W
149
Wealthfront
California
– -$5K -81 Closed
LFG
150
LifePlan Financial Group
Ohio
– -$3K -43 Closed
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