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iShares MSCI ACWI ex US ETF
ACWX

188 hedge funds and large institutions have $1.43B invested in iShares MSCI ACWI ex US ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 40

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $1.26B → $1.43B (+$171M)

10.57% more ownership

Funds ownership: 51.59% → 62.16% (+11%)

6% more funds holding

Funds holding: 178 → 188 (+10)

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
27
Increased
76
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.2M
2
Morgan Stanley
Morgan Stanley
New York
+$21.1M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$15.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.5M
5
GIM
Goelzer Investment Management
Indiana
+$11.7M

Top Sellers

1
MSWM
Mader & Shannon Wealth Management
Missouri
-$15.7M
2
Jane Street
Jane Street
New York
-$11.4M
3
SG Americas Securities
SG Americas Securities
New York
-$10M
4
Mariner
Mariner
Kansas
-$7.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Allen Investment Management
New York
$2.02M – – –
JWA
77
JFS Wealth Advisors
Pennsylvania
$1.99M +$331K +7,335 +20%
BPB
78
Badgley, Phelps & Bell
Washington
$1.88M -$10.6K -235 -0.6%
BA
79
Boston Advisors
Massachusetts
$1.86M +$288K +6,370 +19%
HA
80
Hays Advisory
Tennessee
$1.84M +$613K +13,573 +50%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$1.65M +$1.63M +36,110 New
B
82
Brightworth
Georgia
$1.55M -$44.7K -989 -3%
AIP
83
ARS Investment Partners
New York
$1.44M +$428K +9,485 +43%
PCM
84
Parsons Capital Management
Rhode Island
$1.43M +$79K +1,750 +6%
EA
85
Edge Advisors
Georgia
$1.43M +$348K +7,708 +33%
MM
86
Main Management
California
$1.37M – – –
HAFS
87
Hapanowicz & Associates Financial Services
Pennsylvania
$1.17M +$252K +5,583 +28%
SCCM
88
Schafer Cullen Capital Management
New York
$1.1M +$1.09M +24,166 New
M&T Bank
89
M&T Bank
New York
$1.05M -$4.61K -102 -0.4%
CBU
90
CIBC Bank USA
Illinois
$1.03M -$80.8K -1,790 -7%
Ameriprise
91
Ameriprise
Minnesota
$1.02M -$353K -7,808 -26%
TYCC
92
Texas Yale Capital Corp
Florida
$899K – – –
BAAM
93
Baker Avenue Asset Management
California
$891K +$285K +6,315 +48%
MWM
94
Modera Wealth Management
New Jersey
$887K -$28.6K -633 -3%
RTS
95
Round Table Services
New Jersey
$880K +$4.47K +99 +0.5%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$874K – – –
Bank of New York Mellon
97
Bank of New York Mellon
New York
$829K +$139K +3,075 +20%
AG
98
Advisor Group
Arizona
$797K +$12.1K +267 +2%
VWM
99
Valley Wealth Managers
New Jersey
$775K -$62.1K -1,375 -7%
Citigroup
100
Citigroup
New York
$750K -$213K -4,725 -22%
2 3
4
5 6

ACWX Hedge Fund Activity: Q2 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q2 2017, worth a combined $1.43B — up 14% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ACWX positions and 16 closed out — a net gain of 11 holders — while 76 added to existing stakes and 40 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.2M. The largest seller was Mader & Shannon Wealth Management, exiting entirely with an estimated $15.7M sold.

  • 188 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q2 2017, up from 178 in Q1 2017.
  • Funds reported $1.43B of iShares MSCI ACWI ex US ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 27 funds opened new iShares MSCI ACWI ex US ETF positions in Q2 2017 and 16 closed out, a net change of +11 holders.
  • The largest iShares MSCI ACWI ex US ETF buyer in Q2 2017 was Wellington Management Group, an estimated $31.2M added.
  • The largest iShares MSCI ACWI ex US ETF seller in Q2 2017 was Mader & Shannon Wealth Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2017.