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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
SIA
451
Soltis Investment Advisors
Utah
-$1.84M -29,373 Closed
Jennison Associates
452
Jennison Associates
New York
-$1.62M -25,868 Closed
ACA
453
Ackerman Capital Advisors
Texas
-$1.3M -20,737 Closed
AIS
454
Accurate Investment Solutions
Pennsylvania
-$1.11M -17,761 Closed
SPIO
455
Seven Post Investment Office
California
-$1.03M -16,521 Closed
CAM
456
Concorde Asset Management
Michigan
-$977K -15,607 Closed
Wolverine Trading
457
Wolverine Trading
Illinois
-$924K -14,664 Closed
H
458
HoyleCohen
California
-$782K -12,501 Closed
GSWM
459
Golden State Wealth Management
California
-$749K -11,967 Closed
BIP
460
Brandes Investment Partners
California
-$739K -11,811 Closed
BAM
461
Berkshire Asset Management
Pennsylvania
-$708K -11,321 Closed
SC
462
Solstein Capital
California
-$688K -11,000 Closed
MIM
463
Moseley Investment Management
Florida
-$668K -10,672 Closed
TSS
464
Two Sigma Securities
New York
-$615K -9,836 Closed
TGAM
465
TBH Global Asset Management
Tennessee
-$570K -9,116 Closed
SNB
466
Security National Bank
Nebraska
-$566K -9,053 Closed
FAAM
467
First Ascent Asset Management
Colorado
-$533K -8,519 Closed
PFA
468
Professional Financial Advisors
Nebraska
-$509K -7,403 Closed
PP
469
PagnatoKarp Partners
Virginia
-$363K -5,794 Closed
M&T Bank
470
M&T Bank
New York
-$360K -5,748 Closed
AR
471
Advisory Research
Illinois
-$314K -5,020 Closed
BFA
472
Beacon Financial Advisory
Ohio
-$313K -5,017 Closed
RA
473
Riversedge Advisors
Delaware
-$288K -4,600 Closed
WA
474
Wealth Alliance
New York
-$264K -4,216 Closed
DSN
475
D. Scott Neal
Kentucky
-$260K -4,159 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.