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iShares MSCI ACWI ETF

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

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

34% more capital invested

Capital invested by funds: $1.34B → $1.79B (+$453M)

27% more funds holding

Funds holding: 138175 (+37)

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.01M

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
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
1
JP Morgan Private Wealth Advisors
California
$143M -$8.14M -138,483 -5%
Morgan Stanley
2
Morgan Stanley
New York
$111M +$80.1M +1,363,473 +258%
IC
3
Iconiq Capital
California
$107M +$9M +153,211 +9%
ST
4
Sageworth Trust
Pennsylvania
$97.3M +$6.63M +112,923 +7%
SP
5
Sarasin & Partners
United Kingdom
$87.4M +$16.3M +276,790 +23%
JP Morgan Chase
6
JP Morgan Chase
New York
$73.5M +$15.4M +261,706 +26%
Bank of America
7
Bank of America
North Carolina
$73.2M +$39.2M +667,162 +114%
BIM
8
BlackRock Investment Management
Delaware
$60.5M +$60.5M +1,029,922 +26,793%
Deutsche Bank
9
Deutsche Bank
Germany
$60.1M +$35.4M +603,244 +142%
BTS
10
BB&T Securities
Virginia
$48.5M +$1.06M +17,983 +28%
PWPCM
11
Perella Weinberg Partners Capital Management
New York
$48.2M -$1.89M -32,172 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44.7M -$1.59M -27,002 -3%
WKKFT
13
W.K. Kellogg Foundation Trust
Michigan
$44.1M
CS
14
Credit Suisse
Switzerland
$43.7M +$42.2M +719,090 +2,515%
SRA
15
Summit Rock Advisors
New York
$38.7M +$1.81M +30,824 +5%
AGA
16
Accuvest Global Advisors
Utah
$37.6M +$25.5M +434,390 +208%
TCM
17
TD Capital Management
Tennessee
$37M -$555K -9,452 -1%
RBC
18
Ronald Blue & Co
Georgia
$29M -$2.16M -36,800 -7%
Jane Street
19
Jane Street
New York
$28.2M +$18.1M +308,732 +178%
BWM
20
Baystate Wealth Management
Massachusetts
$28M +$23K +391 +0.1%
W
21
Wealthquest
Ohio
$26.3M +$26.4M +449,879 New
Wells Fargo
22
Wells Fargo
California
$23.1M +$16.7M +284,254 +257%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$20.4M +$4.09M +69,692 +25%
Goldman Sachs
24
Goldman Sachs
New York
$18.9M +$1.86M +31,705 +11%
BlackRock
25
BlackRock
New York
$18.1M +$18.2M +310,000 New