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iShares MSCI ACWI ex US ETF
ACWX

280 hedge funds and large institutions have $2.39B invested in iShares MSCI ACWI ex US ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.23B → $2.39B (+$165M)

4.16% more ownership

Funds ownership: 61.52% → 65.68% (+4.2%)

2% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 97

3% less funds holding

Funds holding: 290 → 280 (-10)

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

Holders
280
Holders Change
-10
Holders Change %
-3.45%
% of All Funds
6.08%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.41%
New
22
Increased
99
Reduced
97
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMI
Factory Mutual Insurance
Massachusetts
+$84.6M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$36.8M
3
FTUS
Flow Traders U.S.
New York
+$34.1M
4
BlackRock
BlackRock
New York
+$26.5M
5
SW
SVB Wealth
Massachusetts
+$21.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$41.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
3
AI
Ariel Investments
Illinois
-$9.63M
4
UBS Group
UBS Group
Switzerland
-$7.1M
5
RJA
Raymond James & Associates
Florida
-$6.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
301
Advisory Alpha
Michigan
– -$6.66K -145 Closed
SWM
302
SeaCrest Wealth Management
New York
– -$6K -124 Closed
WAM
303
Wealthspire Advisors (Maryland)
Maryland
– -$6K -122 Closed
CA
304
Cetera Advisors
Colorado
– -$5K -100 Closed
AIC
305
Ameritas Investment Company
Nebraska
– -$2K -41 Closed
AWM
306
Arbor Wealth Management
Florida
– -$2K -34 Closed
CCM
307
Cribstone Capital Management
Maine
– -$1K -15 Closed
9 10 11 12
13

ACWX Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2019, worth a combined $2.39B — up 7.4% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ACWX and 22 opened new positions — a net loss of 7 holders — while 97 trimmed existing stakes and 99 added.

The largest buyer was Factory Mutual Insurance, adding an estimated $84.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $41.8M sold.

  • 280 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2019, down from 290 in Q1 2019.
  • Funds reported $2.39B of iShares MSCI ACWI ex US ETF stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 22 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2019 and 29 closed out, a net change of -7 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2019 was Factory Mutual Insurance, an estimated $84.6M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2019 was Citadel Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2019.