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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
Stifel Financial
176
Stifel Financial
Missouri
$2.05M -$146K -2,090 -7%
LF
177
Lee Financial
Texas
$2.03M -$338K -4,845 -15%
AP
178
Arlington Partners
Alabama
$1.97M -$14.1M -201,734 -88%
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$1.95M -$4.74K -68 -0.3%
ANTB
180
AMG National Trust Bank
Colorado
$1.93M +$1.83M +26,173 New
Millennium Management
181
Millennium Management
New York
$1.85M +$1.52M +21,724 +646%
AI
182
Atria Investments
North Carolina
$1.8M +$1.7M +24,382 New
Creative Planning
183
Creative Planning
Kansas
$1.77M +$745K +10,676 +80%
MG
184
Mather Group
Illinois
$1.73M -$86.3K -1,237 -5%
SPC
185
Sigma Planning Corp
Michigan
$1.71M -$146K -2,098 -8%
FWP
186
FAS Wealth Partners
Kansas
$1.64M -$285K -4,078 -15%
BDWM
187
Brewin Dolphin Wealth Management
Ireland
$1.64M +$1.35M +19,300 +663%
LSAG
188
Lake Street Advisors Group
New Hampshire
$1.63M +$628 +9 +0%
FEG
189
Fund Evaluation Group
Ohio
$1.58M +$2.37K +34 +0.2%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.58M -$71.9K -1,030 -5%
SW
191
SVB Wealth
Massachusetts
$1.57M +$1.48M +21,199 +13,417%
BSW
192
Buckingham Strategic Wealth
Missouri
$1.55M -$487K -6,981 -25%
PWAG
193
Polaris Wealth Advisory Group
California
$1.54M +$64.5K +925 +5%
CIAS
194
Capital Investment Advisory Services
North Carolina
$1.51M -$922K -13,211 -39%
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$1.46M -$1.04M -14,900 -43%
William Blair & Company
196
William Blair & Company
Illinois
$1.46M -$252K -3,615 -15%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$1.43M -$525K -7,524 -28%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$1.41M
BHB
199
Bank Hapoalim BM
Israel
$1.4M -$110K -1,580 -8%
ASW
200
Astoria Strategic Wealth
Texas
$1.39M -$2.62M -37,517 -67%

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.