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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
CC
401
Cassaday & Co
Virginia
$34K +$32.1K +460 New
Deutsche Bank
402
Deutsche Bank
Germany
$33K -$6.4M -91,736 -100%
MHR
403
Matthew Hamilton Rosenberg
$33K +$31.5K +451 New
JCM
404
Jacobi Capital Management
Pennsylvania
$32K +$279 +4 +0.9%
JWBC
405
John W. Brooker & Co
California
$32K +$279 +4 +0.9%
EIP
406
Ellis Investment Partners
Pennsylvania
$28K +$70 +1 +0.3%
WCG
407
Weaver Consulting Group
California
$27K
PA
408
Procyon Advisors
Connecticut
$26K -$23K -329 -49%
WB
409
West Bancorporation
Iowa
$26K +$24.9K +357 New
FWM
410
FSA Wealth Management
Massachusetts
$25K
GWM
411
Geneos Wealth Management
Colorado
$25K
TWA
412
TCI Wealth Advisors
Arizona
$24K -$15.9K -228 -42%
TIM
413
Thornburg Investment Management
New Mexico
$21K -$58.6K -840 -75%
TF
414
TimeScale Financial
Massachusetts
$21K -$34.5K -495 -64%
RDWM
415
Red Door Wealth Management
Tennessee
$19K
GRP
416
Global Retirement Partners
California
$15K -$5.72K -82 -29%
IWP
417
IAG Wealth Partners
Wisconsin
$15K
WTC
418
WhitTier Trust Company
Nevada
$13K
CWM
419
Campbell Wealth Management
Virginia
$13K +$12.3K +177 New
PIMG
420
Patriot Investment Management Group
Tennessee
$12.5K +$11.8K +169 New
TPCW
421
TD Private Client Wealth
New York
$10.2K -$10.3K -147 -52%
AWM
422
Avior Wealth Management
Nebraska
$9K
FHA
423
First Horizon Advisors
Tennessee
$7K
WAS
424
Winch Advisory Services
Wisconsin
$7K +$4.05K +58 +181%
AIA
425
Arcadia Investment Advisors
Idaho
$6.41K

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.