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iShares MSCI ACWI ETF

443 hedge funds and large institutions have $6.64B invested in iShares MSCI ACWI ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 190 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more call options, than puts

Call options by funds: $236M | Put options by funds: $55.1M

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $6.12B → $6.64B (+$519M)

1% more funds holding

Funds holding: 439443 (+4)

1.9% less ownership

Funds ownership: 53.93%52.03% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

43% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 190

Holders
443
Holders Change
+4
Holders Change %
+0.91%
% of All Funds
8.94%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.67%
New
42
Increased
109
Reduced
190
Closed
32
Calls
$236M
Puts
$55.1M
Net Calls
+$181M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$891M +$436M +5,508,452 +98%
Bank of America
2
Bank of America
North Carolina
$454M +$97.2M +1,226,793 +28%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$363M +$268M +3,390,000 +295%
UBS Group
4
UBS Group
Switzerland
$272M +$243M +3,070,664 +924%
AllianceBernstein
5
AllianceBernstein
Tennessee
$244M -$6.91M -87,290 -3%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$240M +$3.59M +45,386 +2%
Morgan Stanley
7
Morgan Stanley
New York
$236M -$4.27M -53,933 -2%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$204M -$148M -1,873,698 -42%
ST
9
Sageworth Trust
Pennsylvania
$164M -$9.66M -121,969 -6%
CI
10
Clal Insurance
Israel
$149M +$1.21M +15,300 +0.8%
Bessemer Group
11
Bessemer Group
New Jersey
$146M -$762M -9,625,906 -84%
IC
12
Iconiq Capital
California
$144M -$5.55M -70,071 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$137M -$4.25M -53,617 -3%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$132M +$131M +1,655,000 New
Wells Fargo
15
Wells Fargo
California
$114M -$8.47M -106,903 -7%
MC
16
Minot Capital
Colorado
$110M +$53.7M +677,500 +97%
SP
17
Sarasin & Partners
United Kingdom
$104M -$184K -2,319 -0.2%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$103M +$61.3M +773,950 +149%
TTSTC
19
Texas Treasury Safekeeping Trust Company
Texas
$94.3M -$33.6M -424,000 -26%
MGB
20
Mass General Brigham
Massachusetts
$89.1M
EW
21
Evoke Wealth
California
$87.5M -$600K -7,573 -0.7%
Goldman Sachs
22
Goldman Sachs
New York
$87M -$31.1M -392,284 -26%
SRA
23
Summit Rock Advisors
New York
$81.9M +$5.34M +67,430 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$58.6M -$17.2M -217,538 -23%
JP Morgan Chase
25
JP Morgan Chase
New York
$53.9M +$22M +277,168 +69%

ACWI Hedge Fund Activity: Q3 2020 in Review

443 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q3 2020, worth a combined $6.64B — up 8.5% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ACWI positions and 32 closed out — a net gain of 10 holders — while 109 added to existing stakes and 190 trimmed.

The largest buyer was Barclays, adding an estimated $436M. The largest seller was Bessemer Group, cutting an estimated $762M.

  • 443 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q3 2020, up from 439 in Q2 2020.
  • Funds reported $6.64B of iShares MSCI ACWI ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
  • 42 funds opened new iShares MSCI ACWI ETF positions in Q3 2020 and 32 closed out, a net change of +10 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q3 2020 was Barclays, an estimated $436M added.
  • The largest iShares MSCI ACWI ETF seller in Q3 2020 was Bessemer Group, an estimated $762M sold.

Based on aggregated 13F filings for Q3 2020.