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iShares MSCI ACWI ETF

208 hedge funds and large institutions have $1.78B invested in iShares MSCI ACWI ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

5% more funds holding

Funds holding: 198208 (+10)

5% more capital invested

Capital invested by funds: $1.7B → $1.78B (+$81.8M)

4% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 70

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

54% less call options, than puts

Call options by funds: $984K | Put options by funds: $2.13M

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
5.55%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.43%
New
32
Increased
67
Reduced
70
Closed
21
Calls
$984K
Puts
$2.13M
Net Calls
-$1.14M
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Beaumont Financial Advisors
Massachusetts
$391K +$392K +6,945 New
William Blair & Company
152
William Blair & Company
Illinois
$384K -$1.9M -33,630 -83%
MCM
153
Millie Capital Management
California
$376K +$378K +6,690 New
FA
154
FDx Advisors
Illinois
$344K +$345K +6,118 New
MWAC
155
Mariner Wealth Advisors (Cincinnati)
Ohio
$337K +$63.2K +1,120 +23%
Prudential Financial
156
Prudential Financial
New Jersey
$332K +$333K +5,900 New
AG
157
Advisor Group
Arizona
$332K +$337K +5,969 New
BEC
158
Blue Edge Capital
Virginia
$314K -$45.7K -809 -13%
PWAG
159
Polaris Wealth Advisory Group
California
$307K +$308K +5,463 New
Creative Planning
160
Creative Planning
Kansas
$303K +$200K +3,537 +191%
BFO
161
Boston Family Office
Massachusetts
$281K
CDIA
162
Capital Directions Investment Advisors
Georgia
$278K
CFA
163
Carroll Financial Associates
North Carolina
$261K
FF
164
Friedenthal Financial
New Jersey
$260K -$5.7K -101 -2%
MCM
165
Matterhorn Capital Management
Texas
$254K +$255K +4,511 New
ANBT
166
American National Bank & Trust
Texas
$253K +$254K +4,500 New
MFW
167
Meristem Family Wealth
Minnesota
$252K -$532K -9,431 -68%
SWP
168
Stratos Wealth Partners
Ohio
$251K -$43.1K -763 -15%
VCP
169
Vista Capital Partners
Oregon
$240K
CL
170
Choreo LLC
Illinois
$234K
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$233K +$1.13K +20 +0.5%
SCM
172
Shelton Capital Management
Colorado
$229K
HW
173
Hancock Whitney
Mississippi
$206K +$207K +3,674 New
CWM
174
Concert Wealth Management
California
$204K -$7.25M -128,514 -97%
IA
175
IFP Advisors
Florida
$173K +$174K +3,084 New