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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
MML Investors Services
76
MML Investors Services
Massachusetts
$2.5M +$2.15M +45,448 +727%
JWA
77
JFS Wealth Advisors
Pennsylvania
$2.42M +$296K +6,270 +14%
BA
78
Boston Advisors
Massachusetts
$2.36M +$378K +8,003 +20%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$2.29M +$1.89K +40 +0.1%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$2.28M -$17.3K -366 -0.8%
FHA
81
First Horizon Advisors
Tennessee
$2.15M – – –
AIM
82
Allen Investment Management
New York
$2.14M – – –
HT
83
HighTower Trust
Texas
$2.08M -$254K -5,378 -11%
Northern Trust
84
Northern Trust
Illinois
$2.04M +$1.99M +42,223 New
BPB
85
Badgley, Phelps & Bell
Washington
$2M +$6.61K +140 +0.3%
EA
86
Edge Advisors
Georgia
$1.79M +$269K +5,706 +18%
HA
87
Hays Advisory
Tennessee
$1.75M -$199K -4,215 -10%
CWM
88
Cahaba Wealth Management
Georgia
$1.71M +$1.67M +35,419 New
SCCM
89
Schafer Cullen Capital Management
New York
$1.66M +$478K +10,134 +42%
B
90
Brightworth
Georgia
$1.63M -$18K -382 -1%
AIP
91
ARS Investment Partners
New York
$1.59M +$65.3K +1,383 +4%
PCM
92
Parsons Capital Management
Rhode Island
$1.55M +$34.2K +725 +2%
HAFS
93
Hapanowicz & Associates Financial Services
Pennsylvania
$1.49M +$227K +4,816 +19%
MM
94
Main Management
California
$1.45M – – –
FTUS
95
Flow Traders U.S.
New York
$1.4M +$1.15M +24,368 +541%
M&T Bank
96
M&T Bank
New York
$1.37M +$255K +5,412 +24%
OMC
97
Old Mission Capital
Illinois
$1.37M +$893K +18,910 +200%
BAAM
98
Baker Avenue Asset Management
California
$1.37M +$416K +8,816 +45%
Ameriprise
99
Ameriprise
Minnesota
$1.35M +$246K +5,204 +23%
CBU
100
CIBC Bank USA
Illinois
$1.09M -$614 -13 -0.1%
2 3
4
5 6

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.