iShares MSCI ACWI ETF
ACWI
111 hedge funds and large institutions have $918M invested in iShares MSCI ACWI ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 14 closing their positions.
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
5% more funds holding
Funds holding: 106 → 111 (+5)
3% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 34
37% less capital invested
Capital invested by funds: $1.46B → $918M (-$541M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
+$18.1M |
| 2 |
SRA
Summit Rock Advisors
New York
|
+$17.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$559M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.5M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$46.2M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$24.4M |
| 5 |
WKKFT
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
-$14.9M |
ACWI Hedge Fund Activity: Q3 2013 in Review
111 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2013, worth a combined $918M — down 37% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ACWI positions and 14 closed out — a net gain of 7 holders — while 35 added to existing stakes and 34 trimmed.
The largest buyer was Gramercy Funds Management, opening a new position worth an estimated $18.1M. The largest seller was Ronald Blue & Co, cutting an estimated $559M.
- 111 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2013, up from 106 in Q2 2013.
- Funds reported $918M of iShares MSCI ACWI ETF stock for Q3 2013, down 37% quarter-over-quarter.
- 21 funds opened new iShares MSCI ACWI ETF positions in Q3 2013 and 14 closed out, a net change of +7 holders.
- The largest iShares MSCI ACWI ETF buyer in Q3 2013 was Gramercy Funds Management, an estimated $18.1M added.
- The largest iShares MSCI ACWI ETF seller in Q3 2013 was Ronald Blue & Co, an estimated $559M sold.
Based on aggregated 13F filings for Q3 2013.