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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
Cerity Partners
151
Cerity Partners
New York
$2.71M +$27.3K +392 +1%
MFW
152
Meristem Family Wealth
Minnesota
$2.69M -$358K -5,131 -12%
CCP
153
Corient Capital Partners
California
$2.67M +$100K +1,434 +4%
DIP
154
DT Investment Partners
Pennsylvania
$2.64M -$579K -8,300 -19%
Ameriprise
155
Ameriprise
Minnesota
$2.64M +$344K +4,935 +16%
Comerica Bank
156
Comerica Bank
Texas
$2.58M -$142K -2,031 -6%
FIM
157
Frontier Investment Management
Texas
$2.57M +$55.7K +799 +2%
EDRH
158
Edmond de Rothschild Holding
Switzerland
$2.54M -$131K -1,875 -5%
CGL
159
Clarius Group LLC
Washington
$2.53M -$37.3K -535 -2%
AGA
160
Arkos Global Advisors
Texas
$2.43M -$616K -8,830 -21%
TWP
161
TFO Wealth Partners
Ohio
$2.41M -$1.27M -18,217 -36%
RA
162
RFG Advisory
Alabama
$2.4M -$844K -12,099 -27%
A
163
AdvicePeriod
California
$2.4M -$3.06M -43,800 -57%
PFG
164
PAX Financial Group
Texas
$2.3M -$497K -7,120 -19%
SLT
165
St Louis Trust
Missouri
$2.28M +$9.91K +142 +0.5%
CS
166
Credit Suisse
Switzerland
$2.27M -$246M -3,520,518 -99%
DT
167
Diversified Trust
Tennessee
$2.23M -$9.83M -140,921 -82%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M -$65.6K -940 -3%
S
169
SignatureFD
Georgia
$2.22M -$514K -7,368 -20%
FEM
170
Fulcrum Equity Management
Texas
$2.21M +$2.09M +29,959 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$2.18M -$260K -3,729 -11%
BJL
172
Brighton Jones LLC
Washington
$2.15M -$34.8K -499 -2%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$2.11M -$417K -5,975 -17%
RFN
174
RDA Financial Network
Iowa
$2.11M -$1.84M -26,350 -48%
FCA
175
FinTrust Capital Advisors
South Carolina
$2.05M +$421K +6,035 +28%

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.