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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

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.

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
1
Royal Bank of Canada
Ontario, Canada
$71.5M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$63.2M
3
IC
3
Iconiq Capital
California
$86.4M
4
Barclays
4
Barclays
United Kingdom
$25M
5
SAM
5
Shell Asset Management
Netherlands
$17M

Top Sellers

1
CC
1
Curian Capital
Colorado
$0
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.77M
3
Jane Street
3
Jane Street
New York
$17.7M
4
SRA
4
Summit Rock Advisors
New York
$53.7M
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$64K 1,055 +45 +4%
BRWA
127
B. Riley Wealth Advisors
Florida
$43K 713 +713 New
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$34K 565 – –
CA
129
CapWealth Advisors
Tennessee
$32K 530 – –
WAS
130
Winch Advisory Services
Wisconsin
$23K 378 – –
WA
131
WFG Advisors
Texas
$22K 365 – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$18K 300 – –
NES
133
New England Securities
New York
$15K 243 – –
MFS
134
MSI Financial Services
Massachusetts
$14K 228 +90 +65%
AC
135
Alexandria Capital
Virginia
$5K 85 – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1K 19 – –
NFG
137
Next Financial Group
Texas
$1K 24 +24 New
CC
138
Curian Capital
Colorado
– – -1,203,335 Closed
FAAM
139
First Allied Asset Management
California
– – -122,324 Closed
CFG
140
CKW Financial Group
Hawaii
$0 7 -9,420 -100%
RIM
141
RS Investment Management
California
– – -7,856 Closed
BCM
142
Bluefin Capital Management
New York
– – -7,699 Closed
Millennium Management
143
Millennium Management
New York
– – -6,997 Closed
RC
144
RegentAtlantic Capital
New Jersey
– – -3,591 Closed
RC
145
Riversville Capital
Connecticut
– – -3,572 Closed
GC
146
Guggenheim Capital
Illinois
– – -3,300 Closed
IWC
147
Integrated Wealth Counsel
California
– – -650 Closed
MWP
148
MYCIO Wealth Partners
Pennsylvania
– – -85 Closed
W
149
Wealthfront
California
– – -81 Closed
LFG
150
LifePlan Financial Group
Ohio
– – -43 Closed
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