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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
APA
351
American Portfolios Advisors
New York
$246K -$144K -2,068 -38%
WAG
352
Winthrop Advisory Group
Massachusetts
$244K +$70 +1 +0%
SFWC
353
Strategic Family Wealth Counselors
New Jersey
$240K -$840K -12,041 -79%
GC
354
Garde Capital
Washington
$240K -$207K -2,968 -48%
EWM
355
Empirical Wealth Management
Washington
$238K +$1.6K +23 +0.7%
FA
356
FCG Advisors
New Jersey
$238K +$1.88K +27 +0.8%
MCM
357
Maxim Capital Management
California
$235K +$210K +3,009 New
ASN
358
Advisory Services Network
Georgia
$234K -$77.1K -1,105 -26%
EH
359
Equitable Holdings
New York
$234K +$222K +3,179 New
IP
360
Intellectus Partners
California
$233K +$220K +3,157 New
RPC
361
Rossmore Private Capital
Connecticut
$230K +$218K +3,125 New
LFAS
362
Level Four Advisory Services
Texas
$226K +$214K +3,073 New
SSWM
363
Sheets Smith Wealth Management
North Carolina
$225K +$213K +3,053 New
CCT
364
Country Club Trust
Missouri
$225K +$214K +3,070 New
RC
365
RegentAtlantic Capital
New Jersey
$224K +$212K +3,041 New
WP
366
WealthSource Partners
California
$222K -$74.7K -1,070 -26%
AIM
367
Alhambra Investment Management
Florida
$222K +$210K +3,016 New
GL
368
Graypoint LLC
New York
$218K -$45.3K -650 -18%
CCM
369
Coldstream Capital Management
Washington
$211K +$199K +2,857 New
MCM
370
MAI Capital Management
Ohio
$208K +$197K +2,821 New
DZ Bank
371
DZ Bank
Germany
$204K -$360K -5,153 -65%
FWIA
372
Fort Washington Investment Advisors
Ohio
$202K +$191K +2,735 New
GSIS
373
Global Strategic Investment Solutions
Arizona
$200K +$190K +2,717 New
EWA
374
Evolution Wealth Advisors
Florida
$159K
SF
375
Synovus Financial
Georgia
$142K

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.