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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
NA
176
Navellier & Associates
Nevada
$621K +$633K +8,732 New
FEG
177
Fund Evaluation Group
Ohio
$615K +$10.7K +148 +2%
G
178
GenTrust
Florida
$587K +$3.63K +50 +0.6%
PA
179
Parallel Advisors
California
$579K -$8.85K -122 -1%
Mariner
180
Mariner
Kansas
$576K +$220K +3,039 +60%
ANTB
181
AMG National Trust Bank
Colorado
$569K
PW
182
Price Wealth
Texas
$560K +$6.38K +88 +1%
KAH
183
Kathryn A. Hall
$555K
CWM
184
Cornerstone Wealth Management
Missouri
$550K +$2.83M +39,000 New
DY
185
Dowling & Yahnke
California
$536K
CWM
186
Circle Wealth Management
New Jersey
$527K +$870 +12 +0.2%
BAMG
187
Brand Asset Management Group
Missouri
$524K +$534K +7,361 New
AA
188
Advisory Alpha
Michigan
$522K +$518K +7,141 New
MWAC
189
Mariner Wealth Advisors (Cincinnati)
Ohio
$520K -$81K -1,117 -13%
NGA
190
Naples Global Advisors
Florida
$518K -$10.9K -150 -2%
CMP
191
Courage Miller Partners
Virginia
$515K
GG
192
Gofen & Glossberg
Illinois
$501K
SFG
193
StrategIQ Financial Group
Indiana
$499K +$31.4K +433 +7%
CWM
194
Cahaba Wealth Management
Georgia
$489K +$109K +1,496 +29%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$477K -$37.4K -515 -7%
CI
196
Cambiar Investors
Colorado
$472K -$221K -3,045 -31%
KA
197
Kovack Advisors
Florida
$466K +$10K +138 +2%
William Blair & Company
198
William Blair & Company
Illinois
$462K +$181K +2,501 +63%
MFW
199
Meristem Family Wealth
Minnesota
$459K -$509K -7,022 -52%
RFWA
200
RPg Family Wealth Advisory
Massachusetts
$458K +$366K +5,047 +363%

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.