iShares MSCI ACWI ETF
ACWI
137 hedge funds and large institutions have $1.12B invested in iShares MSCI ACWI ETF in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 22 closing their positions.
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
2% more funds holding
Funds holding: 134 → 137 (+3)
4% less call options, than puts
Call options by funds: $1M | Put options by funds: $1.05M
13% less capital invested
Capital invested by funds: $1.29B → $1.12B (-$169M)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
27% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Iconiq Capital
San Francisco,
California
|
+$20.5M |
| 2 |
Jane Street
New York
|
+$18.4M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$12.2M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$7.59M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$53.6M |
| 2 |
Bank of New York Mellon
New York
|
-$42.9M |
| 3 |
SRA
Summit Rock Advisors
New York
|
-$35.2M |
| 4 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$20.2M |
| 5 |
Lazard Asset Management
New York
|
-$18.6M |
ACWI Hedge Fund Activity: Q1 2014 in Review
137 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2014, worth a combined $1.12B — down 13% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ACWI positions and 22 closed out — a net gain of 3 holders — while 35 added to existing stakes and 48 trimmed.
The largest buyer was Iconiq Capital, adding an estimated $20.5M. The largest seller was TD Capital Management, cutting an estimated $53.6M.
- 137 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2014, up from 134 in Q4 2013.
- Funds reported $1.12B of iShares MSCI ACWI ETF stock for Q1 2014, down 13% quarter-over-quarter.
- 25 funds opened new iShares MSCI ACWI ETF positions in Q1 2014 and 22 closed out, a net change of +3 holders.
- The largest iShares MSCI ACWI ETF buyer in Q1 2014 was Iconiq Capital, an estimated $20.5M added.
- The largest iShares MSCI ACWI ETF seller in Q1 2014 was TD Capital Management, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2014.