iShares MSCI ACWI ETF
ACWI
317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.
500% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 15
62% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 71
28% more funds holding
Funds holding: 247 → 317 (+70)
17% more capital invested
Capital invested by funds: $2.92B → $3.43B (+$507M)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
4.92% more ownership
Funds ownership: 36.44% → 41.36% (+4.9%)
99% less call options, than puts
Call options by funds: $2.37M | Put options by funds: $236M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$111M |
| 2 |
BlackRock
New York
|
+$66.3M |
| 3 |
Citigroup
New York
|
+$46.2M |
| 4 |
Morgan Stanley
New York
|
+$37.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$99.7M |
| 2 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$38.3M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$35.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.8M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$21.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
326
American International Group
New York
| – | -$528K | -7,678 | Closed |
|
|
NAM
327
NTV Asset Management
Charleston,
West Virginia
| – | -$482K | -7,000 | Closed |
|
|
TH
328
Timber Hill
Greenwich,
Connecticut
| – | -$411K | -5,979 | Closed |
|
329
Wolverine Trading
Chicago,
Illinois
| – | -$203K | -2,949 | Closed |
|
|
LYV
330
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$145K | -2,100 | Closed |
|
|
CC
331
Cassaday & Co
Mclean,
Virginia
| – | -$85K | -1,230 | Closed |
|
|
MCM
332
McKinley Capital Management
Anchorage,
Alaska
| – | -$39K | -572 | Closed |
|
|
CRCP
333
Copper Rock Capital Partners
Boston,
Massachusetts
| – | -$27K | -394 | Closed |
|
|
CI
334
Clal Insurance
Tel-Aviv,
Israel
| – | -$15K | -220 | Closed |
|
ACWI Hedge Fund Activity: Q4 2017 in Review
317 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2017, worth a combined $3.43B — up 17% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new ACWI positions and 15 closed out — a net gain of 75 holders — while 115 added to existing stakes and 71 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $111M. The largest seller was Franklin Resources, cutting an estimated $99.7M.
- 317 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2017, up from 247 in Q3 2017.
- Funds reported $3.43B of iShares MSCI ACWI ETF stock for Q4 2017, up 17% quarter-over-quarter.
- 90 funds opened new iShares MSCI ACWI ETF positions in Q4 2017 and 15 closed out, a net change of +75 holders.
- The largest iShares MSCI ACWI ETF buyer in Q4 2017 was AssetMark Inc, an estimated $111M added.
- The largest iShares MSCI ACWI ETF seller in Q4 2017 was Franklin Resources, an estimated $99.7M sold.
Based on aggregated 13F filings for Q4 2017.