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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$10.8M -$196K -2,816 -2%
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$10.7M -$6.93M -99,301 -40%
SFA
78
Sequoia Financial Advisors
Ohio
$10.5M +$1.51M +21,572 +18%
ECG
79
Edge Capital Group
Georgia
$10.4M +$1.16M +16,653 +13%
NAM
80
NorthCoast Asset Management
Connecticut
$10.4M
JMPWA
81
JP Morgan Private Wealth Advisors
California
$9.89M -$1.61M -23,035 -15%
CA
82
Cambridge Associates
Massachusetts
$9.28M -$6.66M -95,513 -43%
LPL Financial
83
LPL Financial
California
$9.07M -$679K -9,726 -7%
GH
84
GAM Holding
Switzerland
$8.15M -$300K -4,300 -4%
CAM
85
Crestone Asset Management
Colorado
$7.97M +$952K +13,641 +14%
GVAG
86
Great Valley Advisor Group
Delaware
$7.87M +$7.14M +102,402 +2,395%
CF
87
Centaurus Financial
California
$7.78M -$535K -7,667 -7%
B
88
Barings
North Carolina
$7.76M
SB
89
Strategic Blueprint
Georgia
$7.61M -$1.2M -17,258 -14%
CM
90
Columbus Macro
Pennsylvania
$7.59M +$4.01M +57,539 +126%
SBL
91
Sargent Bickham Lagudis
Colorado
$7.42M +$2.08M +29,873 +42%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$7.28M
BWCS
93
Beirne Wealth Consulting Services
Connecticut
$7.28M -$89K -1,276 -1%
ACM
94
Arlington Capital Management
Illinois
$7.27M -$26.4M -378,992 -79%
GFP
95
Gryphon Financial Partners
Ohio
$7.2M +$211K +3,021 +3%
PFO
96
Pathstone Family Office
New Jersey
$7.12M -$416K -5,959 -6%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$7.07M +$6.39M +91,524 +2,075%
AIM
98
Allen Investment Management
New York
$7.06M
MCM
99
Makena Capital Management
California
$6.93M
NI
100
NYL Investors
New York
$6.83M -$133K -1,900 -2%

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.