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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 %
RMC
151
Regis Management Company
California
$202K -$53.9K -922 -21%
AIG
152
American International Group
New York
$188K -$3.92K -67 -2%
BBPWM
153
Blue Bell Private Wealth Management
Pennsylvania
$182K -$21.5K -370 -11%
RC
154
RegentAtlantic Capital
New Jersey
$126K +$126K +2,156 New
Creative Planning
155
Creative Planning
Kansas
$123K – – –
ASN
156
Advisory Services Network
Georgia
$118K +$118K +2,037 New
FBT
157
Founders Bank & Trust
Michigan
$105K – – –
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$69K +$69K +1,172 New
Invesco
159
Invesco
Georgia
$66K +$66K +1,120 New
TIM
160
Tortoise Investment Management
New York
$60K -$2.06K -35 -3%
CC
161
Cassaday & Co
Virginia
$42K +$42K +718 New
TC
162
TradeLink Capital
Illinois
$38K +$38K +642 New
CFA
163
Carroll Financial Associates
North Carolina
$38K +$38K +645 New
MFS
164
MSI Financial Services
Massachusetts
$32K +$18.5K +313 +137%
CI
165
Clal Insurance
Israel
$32K +$32K +543 New
SEI Investments
166
SEI Investments
Pennsylvania
$31K +$31K +533 New
WTC
167
WhitTier Trust Company
Nevada
$28K – – –
AssetMark Inc
168
AssetMark Inc
California
$23K +$23K +388 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$19K – – –
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$18K – – –
W
171
Wealthfront
California
$6K +$6K +111 New
NES
172
New England Securities
New York
$5K – – –
AC
173
Alexandria Capital
Virginia
$4K – – –
CFA
174
CT Financial Advisors
Pennsylvania
$1.93K +$1.93K +33 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$1K – – –
4 5 6
7
8