iShares MSCI ACWI ETF
ACWI
138 hedge funds and large institutions have $1.34B invested in iShares MSCI ACWI ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.
60% more call options, than puts
Call options by funds: $624K | Put options by funds: $389K
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
1% more capital invested
Capital invested by funds: $1.32B → $1.34B (+$16.3M)
1% more funds holding
Funds holding: 137 → 138 (+1)
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$155M |
| 2 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
+$25M |
| 3 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
+$24.2M |
| 4 |
IC
Iconiq Capital
San Francisco,
California
|
+$14.8M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52M |
| 2 |
BlackRock
New York
|
-$46.9M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$18.1M |
| 4 |
SRA
Summit Rock Advisors
New York
|
-$15.7M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$14.4M |
ACWI Hedge Fund Activity: Q3 2014 in Review
138 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2014, worth a combined $1.34B — up 1.2% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ACWI positions and 19 closed out — a net gain of 2 holders — while 48 added to existing stakes and 48 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $155M. The largest seller was Royal Bank of Canada, cutting an estimated $52M.
- 138 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2014, up from 137 in Q2 2014.
- Funds reported $1.34B of iShares MSCI ACWI ETF stock for Q3 2014, up 1.2% quarter-over-quarter.
- 21 funds opened new iShares MSCI ACWI ETF positions in Q3 2014 and 19 closed out, a net change of +2 holders.
- The largest iShares MSCI ACWI ETF buyer in Q3 2014 was JP Morgan Private Wealth Advisors, an estimated $155M added.
- The largest iShares MSCI ACWI ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $52M sold.
Based on aggregated 13F filings for Q3 2014.