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iShares MSCI ACWI ETF
ACWI

Overview Fund Activity

212 hedge funds and large institutions have $2.43B invested in iShares MSCI ACWI ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+35
Holders Change %
+19.77%
% of All Funds
5.57%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
55
Increased
76
Reduced
48
Closed
19
Calls
$22.9M
Puts
$2.24M
Net Calls
+$20.6M
Net Calls Change
+$382K

Top Buyers

1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$167M
2
BIM
BlackRock Investment Management
Delaware
$108M
3
Goldman Sachs
Goldman Sachs
New York
$106M
4
Allianz Asset Management
Allianz Asset Management
Germany
$164M
5
Morgan Stanley
Morgan Stanley
New York
$108M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
SAM
Shell Asset Management
Netherlands
$0
3
Barclays
Barclays
United Kingdom
$818K
4
Jane Street
Jane Street
New York
$1.27M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
176
Main Management
California
$257K – – –
AIG
177
American International Group
New York
$254K -$125K -2,236 -33%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$247K +$247K +4,417 New
IA
179
IFP Advisors
Florida
$247K +$247K +4,430 New
VCP
180
Vista Capital Partners
Oregon
$238K -$1.34K -24 -0.6%
WI
181
WBI Investments
New Jersey
$212K +$212K +3,795 New
NPC
182
National Planning Corporation
California
$208K +$208K +4,061 New
BSW
183
Buckingham Strategic Wealth
Missouri
$204K +$204K +3,658 New
LNB
184
Ledyard National Bank
$190K – – –
HWP
185
Hefty Wealth Partners
Indiana
$175K +$175K +3,147 New
EDRS
186
Edmond de Rothschild (Suisse)
Switzerland
$164K – – –
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$155K -$12.6K -225 -8%
SHJ
188
Sharkey, Howes & Javer
Colorado
$145K -$124K -2,228 -46%
ASN
189
Advisory Services Network
Georgia
$114K – – –
RFS
190
Rockefeller Financial Services
New York
$110K – – –
CG
191
Cutler Group
California
$108K +$108K +1,951 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$83K – – –
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$69K +$3.89K +70 +6%
TIM
194
Tortoise Investment Management
New York
$54K -$3.38K -60 -6%
RFWA
195
RPg Family Wealth Advisory
Massachusetts
$51.1K +$51.1K +915 New
S
196
SignatureFD
Georgia
$40K – – –
CPIG
197
Chicago Partners Investment Group
Illinois
$38K +$38K +672 New
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$38K +$38K +686 New
CA
199
CapWealth Advisors
Tennessee
$30K – – –
FM
200
Forward Management
California
$28K +$28K +505 New
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8
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