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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.

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

Top Sellers

1
SAM
Shell Asset Management
Netherlands
$0
2
HNB
Huntington National Bank
Ohio
$6.96M
3
CMO
Covenant Multifamily Offices
Texas
$4.25M
4
FTUS
Flow Traders U.S.
New York
$15.6M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAH
126
Kathryn A. Hall
$452K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$436K -$91.9K -1,556 -17%
WT
128
Whittier Trust
California
$421K -$4.27K -73 -1%
Bessemer Group
129
Bessemer Group
New Jersey
$414K -$596K -10,205 -59%
GG
130
Gofen & Glossberg
Illinois
$410K – – –
NA
131
Navellier & Associates
Nevada
$380K +$12.5K +214 +3%
PSI
132
Pinnacle Summer Investments
Virginia
$375K – – –
HL
133
Harding Loevner
New Jersey
$367K +$367K +6,272 New
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$350K +$60.1K +1,027 +21%
BEC
135
Blue Edge Capital
Virginia
$345K +$2.47K +48 +0.7%
RFS
136
Rockefeller Financial Services
New York
$319K – – –
GT
137
Glenmede Trust
Pennsylvania
$305K – – –
CDIA
138
Capital Directions Investment Advisors
Georgia
$295K – – –
MCM
139
MAI Capital Management
Ohio
$293K +$293K +5,000 New
BFO
140
Boston Family Office
Massachusetts
$292K +$292K +5,000 New
LNB
141
Ledyard National Bank
$287K -$8.77K -150 -3%
VF
142
Virtu Financial
New York
$280K +$280K +4,789 New
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$273K +$68.8K +1,174 +34%
FAAS
144
First Allied Advisory Services
California
$267K +$267K +4,574 New
TSS
145
Two Sigma Securities
New York
$263K +$263K +4,494 New
Northern Trust
146
Northern Trust
Illinois
$252K +$252K +4,316 New
CCM
147
Coldstream Capital Management
Washington
$248K -$6.32K -108 -2%
ACA
148
Anchor Capital Advisors
Massachusetts
$235K +$235K +4,018 New
NPC
149
National Planning Corporation
California
$212K -$18.7K -326 -8%
HIM
150
Hanlon Investment Management
New Jersey
$206K +$206K +3,527 New
4 5
6
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