iShares MSCI ACWI ETF
ACWI
320 hedge funds and large institutions have $2.63B invested in iShares MSCI ACWI ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 40 closing their positions.
15% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 40
10% more call options, than puts
Call options by funds: $41.6M | Put options by funds: $37.7M
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
3% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 106
1% more funds holding
Funds holding: 317 → 320 (+3)
10.39% less ownership
Funds ownership: 41.32% → 30.92% (-10%)
23% less capital invested
Capital invested by funds: $3.43B → $2.63B (-$798M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$49.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.6M |
| 3 |
Morgan Stanley
New York
|
+$19.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$162M |
| 2 |
Citigroup
New York
|
-$161M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$127M |
| 4 |
AssetMark Inc
Concord,
California
|
-$116M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$83.6M |
ACWI Hedge Fund Activity: Q1 2018 in Review
320 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q1 2018, worth a combined $2.63B — down 23% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ACWI positions and 40 closed out — a net gain of 6 holders — while 109 added to existing stakes and 106 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $49.5M. The largest seller was 3EDGE Asset Management, cutting an estimated $162M.
- 320 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q1 2018, up from 317 in Q4 2017.
- Funds reported $2.63B of iShares MSCI ACWI ETF stock for Q1 2018, down 23% quarter-over-quarter.
- 46 funds opened new iShares MSCI ACWI ETF positions in Q1 2018 and 40 closed out, a net change of +6 holders.
- The largest iShares MSCI ACWI ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $49.5M added.
- The largest iShares MSCI ACWI ETF seller in Q1 2018 was 3EDGE Asset Management, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2018.