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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
WAS
76
Winch Advisory Services
Wisconsin
$4.85M -$264K -3,643 -5%
CS
77
Credit Suisse
Switzerland
$4.36M -$874K -12,044 -16%
CA
78
Cetera Advisors
Colorado
$4.34M +$211K +2,902 +5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$4.31M +$405K +5,586 +10%
QCG
80
Quadrant Capital Group
Ohio
$4.28M +$498K +6,862 +13%
WPA
81
West Paces Advisors
Georgia
$4.1M
Natixis Advisors
82
Natixis Advisors
Massachusetts
$3.91M -$832K -11,465 -17%
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$3.81M
PWAG
84
Polaris Wealth Advisory Group
California
$3.79M -$3.84K -53 -0.1%
DG
85
Delek Group
Israel
$3.62M -$150K -2,067 -4%
BCA
86
Berman Capital Advisors
Georgia
$3.52M +$40.8K +563 +1%
BPC
87
Banque Pictet & Cie
Switzerland
$3.45M -$537K -7,407 -13%
JWS
88
Juncture Wealth Strategies
Arizona
$3.45M +$40.9K +564 +1%
AIM
89
Allen Investment Management
New York
$3.38M +$20.5K +282 +0.6%
IUHSA
90
Itau Unibanco Holding S.A.
Brazil
$3.28M -$5.78M -79,625 -63%
GT
91
Greenleaf Trust
Michigan
$3.23M +$2.3M +31,712 +231%
DCM
92
Dearborn Capital Management
Illinois
$3.23M -$23.1K -318 -0.7%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$3.17M -$4.58M -63,183 -59%
TC
94
Telemus Capital
Michigan
$3.16M +$195K +2,686 +6%
CAM
95
Crestone Asset Management
Colorado
$2.97M -$3.19K -44 -0.1%
RJA
96
Raymond James & Associates
Florida
$2.95M +$51.7K +713 +2%
CA
97
Cambridge Associates
Massachusetts
$2.94M +$516K +7,120 +21%
Renaissance Technologies
98
Renaissance Technologies
New York
$2.94M +$3M +41,302 New
Hudson Bay Capital Management
99
Hudson Bay Capital Management
Connecticut
$2.91M
SLT
100
St Louis Trust
Missouri
$2.87M -$436K -6,009 -13%

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.