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iShares MSCI ACWI ETF

439 hedge funds and large institutions have $6.12B invested in iShares MSCI ACWI ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $160M | Put options by funds: $79.9M

3% more capital invested

Capital invested by funds: $5.93B → $6.12B (+$186M)

2% less funds holding

Funds holding: 448439 (-9)

5.61% less ownership

Funds ownership: 59.54%53.93% (-5.6%)

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

24% less funds holding in top 10

Funds holding in top 10: 5038 (-12)

43% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 202

Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
9%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.78%
New
55
Increased
115
Reduced
202
Closed
62
Calls
$160M
Puts
$79.9M
Net Calls
+$79.8M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
326
Hanlon Investment Management
New Jersey
$339K +$38K +544 +13%
WA
327
Waverly Advisors
Alabama
$336K
BIAS
328
Beacon Investment Advisory Services
New Jersey
$334K -$86.9K -1,246 -22%
CIA
329
Choate Investment Advisors
Massachusetts
$327K -$44.7K -640 -13%
FMBTD
330
First Midwest Bank Trust Division
Illinois
$314K -$87.7K -1,257 -23%
SWM
331
Sugarloaf Wealth Management
Georgia
$299K -$327K -4,686 -54%
TCWM
332
Total Clarity Wealth Management
Illinois
$296K
PFA
333
Pure Financial Advisors
California
$292K +$32.1K +460 +13%
APG
334
Abacus Planning Group
South Carolina
$282K
TI
335
Trexquant Investment
Connecticut
$281K +$266K +3,811 New
RIA
336
Regal Investment Advisors
Michigan
$280K +$265K +3,797 New
Baird Financial Group
337
Baird Financial Group
Wisconsin
$280K +$265K +3,802 New
BWA
338
BDO Wealth Advisors
Florida
$272K -$89.4K -1,281 -26%
FF
339
Friedenthal Financial
New Jersey
$271K -$8.58K -123 -3%
BA
340
Ballew Advisors
Mississippi
$270K -$13.3K -190 -5%
RSWM
341
Robertson Stephens Wealth Management
California
$269K -$399K -5,715 -61%
SWP
342
Summit Wealth Partners
Florida
$269K +$254K +3,647 New
CDIA
343
Capital Directions Investment Advisors
Georgia
$268K
HGWM
344
Horst & Graben Wealth Management
Oregon
$265K -$6.81M -97,593 -96%
CPIG
345
Chicago Partners Investment Group
Illinois
$262K
HW
346
Hancock Whitney
Mississippi
$257K
SWP
347
Stratos Wealth Partners
Ohio
$255K +$6.91K +99 +3%
CAM
348
Cozad Asset Management
Illinois
$253K +$240K +3,438 New
FC
349
Financial Consulate
Maryland
$250K -$33.2K -476 -12%
SAM
350
Sequent Asset Management
Texas
$247K +$30.4K +436 +15%

ACWI Hedge Fund Activity: Q2 2020 in Review

439 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2020, worth a combined $6.12B — up 3.1% from $5.93B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of ACWI and 55 opened new positions — a net loss of 7 holders — while 202 trimmed existing stakes and 115 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $296M. The largest seller was Allianz Asset Management, cutting an estimated $604M.

  • 439 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2020, down from 448 in Q1 2020.
  • Funds reported $6.12B of iShares MSCI ACWI ETF stock for Q2 2020, up 3.1% quarter-over-quarter.
  • 55 funds opened new iShares MSCI ACWI ETF positions in Q2 2020 and 62 closed out, a net change of -7 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $296M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2020 was Allianz Asset Management, an estimated $604M sold.

Based on aggregated 13F filings for Q2 2020.