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iShares MSCI ACWI ETF
ACWI

106 hedge funds and large institutions have $1.46B invested in iShares MSCI ACWI ETF in 2013 Q2 according to their latest regulatory filings, with 106 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
106
Holders Change
+106
Holders Change %
–
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.36%
New
106
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$205K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1
Ronald Blue & Co
Georgia
$600M +$620M +11,998,866 New
TCM
2
TD Capital Management
Tennessee
$84.3M +$87.2M +1,686,810 New
ST
3
Sageworth Trust
Pennsylvania
$74.6M +$73.8M +1,427,456 New
CC
4
Curian Capital
Colorado
$71M +$73.4M +1,419,276 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$53.2M +$55M +1,063,646 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$52.1M +$53.9M +1,042,193 New
WKKFT
7
W.K. Kellogg Foundation Trust
Michigan
$51.9M +$53.6M +1,037,500 New
U
8
UBS
Switzerland
$51.1M +$52.9M +1,022,041 New
SRA
9
Summit Rock Advisors
New York
$40.9M +$42.3M +818,020 New
Morgan Stanley
10
Morgan Stanley
New York
$37.4M +$38.7M +748,677 New
JP Morgan Chase
11
JP Morgan Chase
New York
$29.8M +$30.8M +596,310 New
Deutsche Bank
12
Deutsche Bank
Germany
$25.9M +$26.7M +517,043 New
Canada Life
13
Canada Life
Manitoba, Canada
$24.4M +$25.2M +487,984 New
Lazard Asset Management
14
Lazard Asset Management
New York
$16.6M +$17.2M +332,100 New
FAAM
15
First Allied Asset Management
California
$16.3M +$16.8M +324,614 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$14.6M +281,601 New
SG Americas Securities
17
SG Americas Securities
New York
$13.7M +$14.2M +274,087 New
Goldman Sachs
18
Goldman Sachs
New York
$12.2M +$12.7M +244,732 New
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$11.8M +$12.2M +236,560 New
Bank of America
20
Bank of America
North Carolina
$11.6M +$12M +231,902 New
BWM
21
Baystate Wealth Management
Massachusetts
$10.2M +$10.6M +204,486 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$9.34M +$9.67M +186,923 New
AGA
23
Accuvest Global Advisors
Utah
$9.29M +$9.61M +185,771 New
AG
24
Appleton Group
Wisconsin
$8.79M +$9.09M +175,722 New
PI
25
Placemark Investments
Illinois
$8.59M +$8.88M +171,724 New
1
2 3 4 5

ACWI Hedge Fund Activity: Q2 2013 in Review

106 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2013, worth a combined $1.46B.

Buyers outnumbered sellers: 106 funds opened new ACWI positions and 0 closed out — a net gain of 106 holders — while 0 added to existing stakes and 0 trimmed.

  • 106 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.46B of iShares MSCI ACWI ETF stock for Q2 2013.
  • 106 funds opened new iShares MSCI ACWI ETF positions in Q2 2013 and 0 closed out, a net change of +106 holders.

Based on aggregated 13F filings for Q2 2013.