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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

177 hedge funds and large institutions have $1.92B invested in iShares MSCI ACWI ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 28 closing their positions.

Holders
177
Holders Change
-8
Holders Change %
-4.32%
% of All Funds
4.95%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.67%
New
22
Increased
69
Reduced
43
Closed
28
Calls
$23.4M
Puts
$3.11M
Net Calls
+$20.3M
Net Calls Change
+$17.3M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$114M
2
SG Americas Securities
2
SG Americas Securities
New York
$79.5M
3
UBS Group
3
UBS Group
Switzerland
$86.9M
4
Bank of America
4
Bank of America
North Carolina
$87.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$97.7M

Top Sellers

1
BM
1
Brandywine Managers
Delaware
$41.3M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$98.2M
3
BA
3
BlackRock Advisors
Delaware
$7.35M
4
AssetMark Inc
4
AssetMark Inc
California
$8.52M
5
Morgan Stanley
5
Morgan Stanley
New York
$48M
Name Market Value Shares Shares
Change 		Shares
Change %
LNB
151
Ledyard National Bank
$183K 3,400 – –
CA
152
Cambridge Associates
Massachusetts
$173K 3,205 – –
BBPWM
153
Blue Bell Private Wealth Management
Pennsylvania
$162K 3,000 – –
Citigroup
154
Citigroup
New York
$159K 2,942 +652 +28%
EDRS
155
Edmond de Rothschild (Suisse)
Switzerland
$158K 2,930 – –
ASN
156
Advisory Services Network
Georgia
$110K 2,037 – –
RFS
157
Rockefeller Financial Services
New York
$106K 1,968 – –
RPG
158
Risk Paradigm Group
Texas
$86.5K 1,604 -50,388 -97%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$81K 1,493 – –
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$63K 1,172 – –
TIM
161
Tortoise Investment Management
New York
$55K 1,020 – –
BFEC
162
Benjamin F. Edwards & Company
Missouri
$45K 831 – –
S
163
SignatureFD
Georgia
$38K 711 – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$32K 600 – –
CA
165
CapWealth Advisors
Tennessee
$29K 530 – –
WTC
166
WhitTier Trust Company
Nevada
$26K 475 – –
WAS
167
Winch Advisory Services
Wisconsin
$21K 391 +5 +1%
CTC
168
Central Trust Company
Missouri
$19K 350 +350 New
NMIS
169
Northwestern Mutual Investment Services
Wisconsin
$10K 190 +190 New
CGH
170
Cleary Gull Holdings
Wisconsin
$6K 105 – –
Creative Planning
171
Creative Planning
Kansas
$4K 65 +65 New
TFA
172
Transamerica Financial Advisors
Florida
$3K 45 -32 -42%
AIP
173
Ameritas Investment Partners
Nebraska
$2K 55 – –
CFA
174
CT Financial Advisors
Pennsylvania
$1.78K 33 – –
CIR
175
Clear Investment Research
Georgia
$1K 18 -1,666 -99%
5 6
7
8 9