We are live on ! Find out more
ACWI icon

iShares MSCI ACWI ETF

314 hedge funds and large institutions have $2.93B invested in iShares MSCI ACWI ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more call options, than puts

Call options by funds: $138M | Put options by funds: $33.9M

14% more capital invested

Capital invested by funds: $2.57B → $2.93B (+$362M)

13% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 106

3.46% more ownership

Funds ownership: 30.18%33.64% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 319314 (-5)

Holders
314
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
7.19%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.62%
New
35
Increased
120
Reduced
106
Closed
38
Calls
$138M
Puts
$33.9M
Net Calls
+$104M
Net Calls Change
+$99.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
51
Signature Financial Management
Virginia
$8.98M +$3.12K +43 +0%
SBWM
52
Sunflower Bank Wealth Management
Arizona
$8.92M +$5.8K +80 +0.1%
SBL
53
Sargent Bickham Lagudis
Colorado
$8.88M +$520K +7,175 +6%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$8.85M -$193K -2,659 -2%
Prudential Financial
55
Prudential Financial
New Jersey
$8.59M -$16.8M -231,691 -66%
TCM
56
TD Capital Management
Tennessee
$8.01M +$27.2K +375 +0.3%
State Street
57
State Street
Massachusetts
$7.94M +$1.97M +27,139 +32%
EAMA
58
EFG Asset Management (Americas)
Florida
$7.93M +$365K +5,026 +5%
CCP
59
Corient Capital Partners
California
$7.84M -$64.2K -885 -0.8%
AP
60
Arlington Partners
Alabama
$7.75M
GH
61
GAM Holding
Switzerland
$6.4M
HIIFS
62
Harel Insurance Investments & Financial Services
Israel
$6.35M -$1.28M -17,709 -17%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$6.3M +$201K +2,768 +3%
DWT
64
Dorsey & Whitney Trust
South Dakota
$5.8M -$11K -152 -0.2%
FAAS
65
First Allied Advisory Services
California
$5.79M -$9.99M -137,757 -63%
ZIG
66
Zurich Insurance Group
Switzerland
$5.7M +$2.65M +36,509 +84%
SEI Investments
67
SEI Investments
Pennsylvania
$5.48M +$498K +6,868 +10%
Fisher Asset Management
68
Fisher Asset Management
Washington
$5.47M +$488K +6,729 +10%
CF
69
Centaurus Financial
California
$5.47M +$348K +4,800 +7%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$5.39M +$795K +10,957 +17%
CM
71
Columbus Macro
Pennsylvania
$5.33M -$8.95M -123,341 -62%
WDL
72
Well Done LLC
Michigan
$5.25M +$859K +11,845 +19%
FI
73
FormulaFolio Investments
Michigan
$5.17M +$3.29M +45,317 +166%
FMBTD
74
First Midwest Bank Trust Division
Illinois
$5.14M -$2.71M -37,334 -34%
Brown Advisory
75
Brown Advisory
Maryland
$4.98M +$158K +2,177 +3%

ACWI Hedge Fund Activity: Q2 2018 in Review

314 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q2 2018, worth a combined $2.93B — up 14% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ACWI and 35 opened new positions — a net loss of 3 holders — while 106 trimmed existing stakes and 120 added.

The largest buyer was UBS Group, adding an estimated $147M. The largest seller was Citadel Advisors, exiting entirely with an estimated $51.6M sold.

  • 314 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q2 2018, down from 319 in Q1 2018.
  • Funds reported $2.93B of iShares MSCI ACWI ETF stock for Q2 2018, up 14% quarter-over-quarter.
  • 35 funds opened new iShares MSCI ACWI ETF positions in Q2 2018 and 38 closed out, a net change of -3 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q2 2018 was UBS Group, an estimated $147M added.
  • The largest iShares MSCI ACWI ETF seller in Q2 2018 was Citadel Advisors, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2018.