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iShares MSCI ACWI ETF
ACWI

317 hedge funds and large institutions have $3.43B invested in iShares MSCI ACWI ETF in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 115 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 15

62% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 71

28% more funds holding

Funds holding: 247 → 317 (+70)

17% more capital invested

Capital invested by funds: $2.92B → $3.43B (+$507M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

4.92% more ownership

Funds ownership: 36.44% → 41.36% (+4.9%)

99% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $236M

Holders
317
Holders Change
+70
Holders Change %
+28.34%
% of All Funds
7.19%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
90
Increased
115
Reduced
71
Closed
15
Calls
$2.37M
Puts
$236M
Net Calls
-$233M
Net Calls Change
-$238M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$111M
2
BlackRock
BlackRock
New York
+$66.3M
3
Citigroup
Citigroup
New York
+$46.2M
4
Morgan Stanley
Morgan Stanley
New York
+$37.5M
5
Bank of America
Bank of America
North Carolina
+$37M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$99.7M
2
QIM
Quantitative Investment Management
Virginia
-$38.3M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$35.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$24.8M
5
AL
Aspiriant LLC
California
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
151
Sequent Asset Management
Texas
$1.02M – – –
PWAG
152
Polaris Wealth Advisory Group
California
$1.02M +$1M +14,148 New
FA
153
FDx Advisors
Illinois
$1M +$55.6K +786 +6%
AG
154
Advisor Group
Arizona
$999K +$140K +1,976 +17%
IFAM
155
Institutional & Family Asset Management
Colorado
$983K +$176K +2,486 +22%
WAM
156
Weatherly Asset Management
California
$979K +$7.85K +111 +0.8%
Nomura Asset Management
157
Nomura Asset Management
Japan
$973K – – –
MFW
158
Meristem Family Wealth
Minnesota
$968K -$49.8K -704 -5%
HT
159
HighTower Trust
Texas
$944K -$4.53K -64 -0.5%
IG
160
ING Group
Netherlands
$937K +$920K +13,000 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$927K +$177K +2,505 +24%
NAM
162
North American Management
Massachusetts
$923K -$42.4K -599 -4%
RCA
163
Rowland Carmichael Advisors
Arizona
$911K +$191K +2,701 +27%
CPP
164
Crow Point Partners
Massachusetts
$897K +$880K +12,433 New
CIA
165
Capital Investment Advisors
Georgia
$890K +$162K +2,292 +23%
CI
166
Cambiar Investors
Colorado
$886K +$870K +12,292 New
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$858K +$173K +2,444 +26%
JG
168
Jefferies Group
New York
$855K +$839K +11,860 New
NCMW
169
Northern Capital Management (Wisconsin)
Wisconsin
$848K -$23K -325 -3%
GAG
170
GM Advisory Group
New York
$778K +$3.54K +50 +0.5%
NCM
171
New Capital Management
Texas
$771K +$6.58K +93 +0.9%
SC
172
Scotia Capital
Ontario, Canada
$758K +$990 +14 +0.1%
CFG
173
CKW Financial Group
Hawaii
$758K +$10K +142 +1%
AGM
174
Alpine Global Management
New York
$757K +$743K +10,500 New
GT
175
Glenmede Trust
Pennsylvania
$744K – – –
5 6
7
8 9

ACWI Hedge Fund Activity: Q4 2017 in Review

317 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2017, worth a combined $3.43B — up 17% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ACWI positions and 15 closed out — a net gain of 75 holders — while 115 added to existing stakes and 71 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $111M. The largest seller was Franklin Resources, cutting an estimated $99.7M.

  • 317 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2017, up from 247 in Q3 2017.
  • Funds reported $3.43B of iShares MSCI ACWI ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 90 funds opened new iShares MSCI ACWI ETF positions in Q4 2017 and 15 closed out, a net change of +75 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2017 was AssetMark Inc, an estimated $111M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2017 was Franklin Resources, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2017.