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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
FCH
426
Freestone Capital Holdings
Washington
$5.51K +$2.58M +37,022 +98%
MCM
427
Manchester Capital Management
Vermont
$5K -$69.8K -1,000 -93%
LFG
428
LifePlan Financial Group
Ohio
$3K
VCM
429
Vigilant Capital Management
Maine
$3K
CG
430
Cutler Group
California
$3K +$2.93K +42 New
CIR
431
Clear Investment Research
Georgia
$2K
FHA
432
Flagship Harbor Advisors
Massachusetts
$2K
GI
433
Gradient Investments
Minnesota
$2K
RCA
434
Ranch Capital Advisors
Florida
$2K
HR
435
Howe & Rusling
New York
$2K +$488 +7 +33%
AIP
436
Ameritas Investment Partners
Nebraska
$1K
ACA
437
Atlas Capital Advisors
Wyoming
$516 -$10K -144 -95%
WIM
438
Westside Investment Management
California
$15
HKAM
439
Horizon Kinetics Asset Management
New York
-$35.8M -571,930 Closed
RMC
440
Regis Management Company
California
-$9.56M -152,805 Closed
V
441
Veritable
Delaware
-$8.34M -133,319 Closed
Natixis Advisors
442
Natixis Advisors
Massachusetts
-$7.02M -112,162 Closed
SMG
443
Smart Money Group
Texas
-$5.38M -85,915 Closed
RVPG
444
Relative Value Partners Group
-$4.96M -79,319 Closed
IL
445
Investure LLC
Virginia
-$4.02M -64,247 Closed
VFM
446
Vivid Financial Management
California
-$3.44M -54,943 Closed
SS
447
Simplicity Solutions
Minnesota
-$2.56M -40,930 Closed
APW
448
Austin Private Wealth
Texas
-$2.4M -38,358 Closed
BAM
449
Belpointe Asset Management
Nevada
-$2.39M -38,214 Closed
PF
450
Phoenix Financial
Israel
-$2.02M -33,080 Closed

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.