iShares MSCI ACWI ex US ETF
ACWX
103 hedge funds and large institutions have $1.04B invested in iShares MSCI ACWI ex US ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 9 closing their positions.
96% more capital invested
Capital invested by funds: $532M → $1.04B (+$508M)
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% less funds holding
Funds holding: 104 → 103 (-1)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| 1 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$400M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 3 |
HJA
Hugh Johnson Advisors
Albany,
New York
|
+$9.08M |
| 4 |
CHFS
Cobble Hill Financial Services
Moorestown,
New Jersey
|
+$7.04M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$3.91M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$11.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4M |
| 3 |
Jane Street
New York
|
-$5.14M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.25M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
101
SignatureFD
Atlanta,
Georgia
| $19K | +$18.4K | +425 | New |
|
|
TAIM
102
TD Ameritrade Investment Management
Omaha,
Nebraska
| $18K | +$4.84K | +112 | +39% |
|
|
SFSIG
103
San Francisco Sentry Investment Group
San Francisco,
California
| $7K | – | – | – |
|
|
104
Wellington Management Group
Boston,
Massachusetts
| – | -$2.25M | -55,200 | Closed |
|
|
CA
105
Cumberland Advisors
Sarasota,
Florida
| – | -$2.15M | -52,820 | Closed |
|
|
BF
106
BOK Financial
Tulsa,
Oklahoma
| – | -$1.95M | -48,000 | Closed |
|
|
FEG
107
Fund Evaluation Group
Cincinnati,
Ohio
| – | -$484K | -11,890 | Closed |
|
|
RJFSA
108
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$450K | -11,061 | Closed |
|
|
B
109
Baird
Milwaukee,
Wisconsin
| – | -$300K | -7,367 | Closed |
|
110
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$33K | -804 | Closed |
|
|
SF
111
Synovus Financial
Columbus,
Georgia
| – | -$26K | -648 | Closed |
|
|
EK
112
Evensky & Katz
Coral Gables,
Florida
| – | -$7.82K | -181 | Closed |
|
ACWX Hedge Fund Activity: Q3 2013 in Review
103 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2013, worth a combined $1.04B — up 96% from $532M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ACWX positions and 9 closed out — a net gain of 2 holders — while 45 added to existing stakes and 32 trimmed.
The largest buyer was Ronald Blue & Co, adding an estimated $400M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.
- 103 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2013, down from 104 in Q2 2013.
- Funds reported $1.04B of iShares MSCI ACWI ex US ETF stock for Q3 2013, up 96% quarter-over-quarter.
- 11 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2013 and 9 closed out, a net change of +2 holders.
- The largest iShares MSCI ACWI ex US ETF buyer in Q3 2013 was Ronald Blue & Co, an estimated $400M added.
- The largest iShares MSCI ACWI ex US ETF seller in Q3 2013 was Morgan Stanley, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2013.