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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
B
151
Brightworth
Georgia
$881K -$181K -2,497 -17%
Nomura Asset Management
152
Nomura Asset Management
Japan
$875K -$87K -1,200 -9%
SH
153
Svenska Handelsbanken
Sweden
$859K -$1.01M -13,890 -53%
Barclays
154
Barclays
United Kingdom
$850K +$297K +4,100 +52%
AL
155
Aspiriant LLC
California
$843K -$10.2M -141,073 -92%
CIA
156
Capital Investment Advisors
Georgia
$841K -$50.8K -701 -6%
SC
157
Scotia Capital
Ontario, Canada
$839K
DT
158
Diversified Trust
Tennessee
$835K +$852K +11,747 New
HT
159
HighTower Trust
Texas
$831K -$99.2K -1,367 -10%
GAG
160
GM Advisory Group
New York
$823K -$76.5K -1,055 -8%
SFC
161
SYM Financial Corp
Indiana
$808K -$354K -4,881 -30%
WAM
162
Weatherly Asset Management
California
$803K -$163K -2,247 -17%
NCMW
163
Northern Capital Management (Wisconsin)
Wisconsin
$763K -$58.1K -801 -7%
V
164
Veritable
Delaware
$747K +$354K +4,885 +87%
SAM
165
Sequent Asset Management
Texas
$746K -$269K -3,705 -26%
NCM
166
New Capital Management
Texas
$733K +$7.69K +106 +1%
WT
167
Whittier Trust
California
$728K
ICM
168
Ionic Capital Management
New York
$711K -$1.02M -14,000 -58%
JFG
169
JMG Financial Group
Illinois
$700K
SG
170
Strid Group
Pennsylvania
$667K +$61.9K +853 +10%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$664K +$40.6K +560 +6%
SRA
172
Summit Rock Advisors
New York
$652K -$1.53M -21,086 -70%
MBT
173
Montecito Bank & Trust
California
$650K +$663K +9,137 New
PVH
174
Psagot Value Holdings
Israel
$646K -$2.19M -30,245 -77%
KFGK
175
Keystone Financial Group (Kentucky)
Kentucky
$629K -$1.45K -20 -0.2%

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.