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iShares MSCI ACWI ex US ETF
ACWX

198 hedge funds and large institutions have $1.69B invested in iShares MSCI ACWI ex US ETF in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 51

18% more capital invested

Capital invested by funds: $1.43B → $1.69B (+$264M)

13.86% more ownership

Funds ownership: 62.16% → 76.02% (+14%)

5% more funds holding

Funds holding: 188 → 198 (+10)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $747K

Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
4.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
27
Increased
75
Reduced
51
Closed
15
Calls
–
Puts
$747K
Net Calls
-$747K
Net Calls Change
-$747K

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$377M
2
Bessemer Group
Bessemer Group
New Jersey
+$60.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.6M
4
Stifel Financial
Stifel Financial
Missouri
+$25.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.4M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$28.2M
3
AGA
Accuvest Global Advisors
Utah
-$8.46M
4
SCA
Salient Capital Advisors
Texas
-$3.35M
5
PAS
Park Avenue Securities
New York
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
26
BOK Financial
Oklahoma
$15.9M +$2.32M +49,050 +18%
IFA
27
Interactive Financial Advisors
Illinois
$15.6M +$10.5M +221,429 +218%
LPL Financial
28
LPL Financial
California
$14.5M -$471K -9,981 -3%
Brown Advisory
29
Brown Advisory
Maryland
$13.9M +$1.32M +27,903 +11%
QA
30
Quantitative Advantage
Minnesota
$13.5M -$322K -6,828 -2%
AI
31
Ariel Investments
Illinois
$12.2M – – –
Creative Planning
32
Creative Planning
Kansas
$11.3M -$267K -5,659 -2%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$11M +$10.7M +226,778 New
US Bancorp
34
US Bancorp
Minnesota
$10.6M -$425K -9,009 -4%
B
35
BancorpSouth
Mississippi
$10.4M +$58K +1,229 +0.6%
BFA
36
Beaumont Financial Advisors
Massachusetts
$10.4M +$760K +16,102 +8%
SF
37
Synovus Financial
Georgia
$10.3M +$1.43M +30,275 +17%
HTC
38
Haverford Trust Company
Pennsylvania
$10.2M -$92.4K -1,957 -0.9%
FT
39
Fiduciary Trust
Massachusetts
$9.54M -$1.23M -25,990 -12%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$9.19M +$725K +15,361 +9%
SLT
41
St Louis Trust
Missouri
$8.52M – – –
Wellington Management Group
42
Wellington Management Group
Massachusetts
$8.51M -$34.4M -728,480 -81%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$8.11M +$658K +13,948 +9%
HighTower Advisors
44
HighTower Advisors
Illinois
$7.92M +$150K +3,180 +2%
MC
45
Martin & Co
Tennessee
$7.83M -$694K -14,710 -8%
WT
46
Whittier Trust
California
$7.73M +$7.55K +160 +0.1%
B
47
Bailard
California
$7.28M +$293K +6,205 +4%
PWLP
48
Prio Wealth Limited Partnership
Massachusetts
$7.22M +$480K +10,162 +7%
HW
49
Hancock Whitney
Mississippi
$7.11M +$718K +15,209 +12%
JP Morgan Chase
50
JP Morgan Chase
New York
$6.9M +$297K +6,297 +5%
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ACWX Hedge Fund Activity: Q3 2017 in Review

198 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2017, worth a combined $1.69B — up 18% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ACWX positions and 15 closed out — a net gain of 12 holders — while 75 added to existing stakes and 51 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $377M. The largest seller was Wellington Management Group, cutting an estimated $34.4M.

  • 198 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2017, up from 188 in Q2 2017.
  • Funds reported $1.69B of iShares MSCI ACWI ex US ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 27 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2017 and 15 closed out, a net change of +12 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q3 2017 was Capital Investment Advisors, an estimated $377M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q3 2017 was Wellington Management Group, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2017.