iShares MSCI ACWI ETF
ACWI
175 hedge funds and large institutions have $1.75B invested in iShares MSCI ACWI ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 19 closing their positions.
366% more capital inflows, than outflows
Capital inflows: $606M | Capital outflows: $130M
205% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 19
51% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 37
27% more funds holding
Funds holding: 138 → 175 (+37)
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$80.1M |
| 2 |
BlackRock Investment Management
Wilmington,
Delaware
|
+$60.5M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
+$42.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$39.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shell Asset Management
The Hague,
Netherlands
|
-$40.2M |
| 2 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
-$18.9M |
| 3 |
Flow Traders U.S.
New York
|
-$14M |
| 4 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$8.14M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$7.39M |
ACWI Hedge Fund Activity: Q4 2014 in Review
175 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2014, worth a combined $1.75B — up 34% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ACWI positions and 19 closed out — a net gain of 39 holders — while 56 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $80.1M. The largest seller was Shell Asset Management, exiting entirely with an estimated $40.2M sold.
- 175 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2014, up from 138 in Q3 2014.
- Funds reported $1.75B of iShares MSCI ACWI ETF stock for Q4 2014, up 34% quarter-over-quarter.
- 58 funds opened new iShares MSCI ACWI ETF positions in Q4 2014 and 19 closed out, a net change of +39 holders.
- The largest iShares MSCI ACWI ETF buyer in Q4 2014 was Morgan Stanley, an estimated $80.1M added.
- The largest iShares MSCI ACWI ETF seller in Q4 2014 was Shell Asset Management, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2014.