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iShares MSCI ACWI ETF
ACWI

233 hedge funds and large institutions have $2.16B invested in iShares MSCI ACWI ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

70% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 57

36.43% more ownership

Funds ownership: 0% → 36.43% (+36%)

28% more capital invested

Capital invested by funds: $1.7B → $2.16B (+$468M)

10% more funds holding in top 10

Funds holding in top 10: 20 → 22 (+2)

7% more funds holding

Funds holding: 217 → 233 (+16)

45% less call options, than puts

Call options by funds: $101M | Put options by funds: $183M

Holders
233
Holders Change
+16
Holders Change %
+7.37%
% of All Funds
5.83%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
47
Increased
97
Reduced
57
Closed
26
Calls
$101M
Puts
$183M
Net Calls
-$82.3M
Net Calls Change
-$81M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$89.7M
2
BIM
BlackRock Investment Management
Delaware
+$80.4M
3
Wells Fargo
Wells Fargo
California
+$69.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$50.3M
5
GFM
Gramercy Funds Management
Connecticut
+$48.1M

Top Sellers

1
CCM
Cantillon Capital Management
New York
-$108M
2
SP
Sarasin & Partners
United Kingdom
-$53.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$35.5M
4
MYLI
Meiji Yasuda Life Insurance
Japan
-$14.8M
5
BAAM
Baker Avenue Asset Management
California
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$2.7M +$95.3K +1,623 +4%
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$2.65M – – –
TC
78
Telemus Capital
Michigan
$2.6M -$507K -8,642 -16%
DWT
79
Dorsey & Whitney Trust
South Dakota
$2.58M +$1.06M +18,084 +71%
BHB
80
Bank Hapoalim BM
Israel
$2.55M +$289K +4,922 +13%
HighTower Advisors
81
HighTower Advisors
Illinois
$2.53M +$736K +12,538 +41%
MFW
82
Meristem Family Wealth
Minnesota
$2.51M +$2.23M +37,925 +842%
BFA
83
BlackRock Fund Advisors
California
$2.48M +$1.27M +21,609 +106%
QCG
84
Quadrant Capital Group
Ohio
$2.48M +$267K +4,541 +12%
BAM
85
Baring Asset Management
United Kingdom
$2.47M +$5.87K +100 +0.2%
SBL
86
Sargent Bickham Lagudis
Colorado
$2.46M +$3.05K +52 +0.1%
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$2.44M +$563K +9,601 +30%
BS
88
Banco Santander
Spain
$2.4M +$2.38M +40,555 New
PAG
89
Private Advisor Group
New Jersey
$2.37M +$2.29M +39,097 New
Ameriprise
90
Ameriprise
Minnesota
$2.35M +$327K +5,571 +16%
CGL
91
Clarius Group LLC
Washington
$2.35M -$88.3K -1,504 -4%
EDRH
92
Edmond de Rothschild Holding
Switzerland
$2.32M -$162K -2,768 -7%
SFA
93
Sequoia Financial Advisors
Ohio
$2.22M +$1.19M +20,259 +117%
BFG
94
Barber Financial Group
Kansas
$2.2M +$2.18M +37,209 New
Fisher Asset Management
95
Fisher Asset Management
Washington
$2.13M +$389K +6,629 +23%
SEI Investments
96
SEI Investments
Pennsylvania
$2.13M +$389K +6,629 +23%
FEG
97
Financial Enhancement Group
Indiana
$1.98M +$87K +1,482 +5%
Millennium Management
98
Millennium Management
New York
$1.91M +$431K +7,349 +30%
SH
99
Svenska Handelsbanken
Sweden
$1.9M -$277K -4,720 -13%
FA
100
FDx Advisors
Illinois
$1.9M +$1.52M +25,887 +422%
2 3
4
5 6

ACWI Hedge Fund Activity: Q4 2016 in Review

233 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2016, worth a combined $2.16B — up 28% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ACWI positions and 26 closed out — a net gain of 21 holders — while 97 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $89.7M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $108M sold.

  • 233 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2016, up from 217 in Q3 2016.
  • Funds reported $2.16B of iShares MSCI ACWI ETF stock for Q4 2016, up 28% quarter-over-quarter.
  • 47 funds opened new iShares MSCI ACWI ETF positions in Q4 2016 and 26 closed out, a net change of +21 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2016 was Bank of America, an estimated $89.7M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2016 was Cantillon Capital Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2016.