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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
JMPWA
101
JP Morgan Private Wealth Advisors
California
$687K – – –
FCH
102
Freestone Capital Holdings
Washington
$683K +$676K +14,978 New
ASN
103
Advisory Services Network
Georgia
$681K +$647K +14,320 +2,325%
LI
104
Longer Investments
Arkansas
$678K +$18.1K +400 +3%
QCG
105
Quadrant Capital Group
Ohio
$629K +$8.4K +186 +1%
IA
106
IFP Advisors
Florida
$628K -$1.04K -23 -0.2%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$583K +$577K +12,780 New
WPW
108
Waldron Private Wealth
Pennsylvania
$568K – – –
NPF
109
Norris Perne & French
Michigan
$550K -$173K -3,823 -24%
TC
110
Telemus Capital
Michigan
$524K -$147K -3,258 -22%
NAM
111
NTV Asset Management
West Virginia
$523K -$49.7K -1,100 -12%
BRF
112
B. Riley Financial
California
$511K +$51.5K +1,140 +11%
G
113
GenTrust
Florida
$505K +$501K +11,085 New
COI
114
Connable Office Inc
Michigan
$457K +$452K +10,018 New
CNC
115
Citizens & Northern Corp
Pennsylvania
$447K -$39.9K -884 -8%
VKH
116
Virtu KCG Holdings
New York
$446K +$442K +9,790 New
SEI Investments
117
SEI Investments
Pennsylvania
$433K +$264K +5,846 +160%
Fisher Asset Management
118
Fisher Asset Management
Washington
$433K +$429K +9,495 New
OMC
119
Old Mission Capital
Illinois
$431K +$427K +9,460 New
AI
120
Atria Investments
North Carolina
$426K +$203K +4,492 +92%
ST
121
Sageworth Trust
Pennsylvania
$423K +$419K +9,280 New
BCI
122
Brinker Capital Investments
Pennsylvania
$421K -$14.1K -313 -3%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$420K +$71.9K +1,592 +21%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$401K +$398K +8,817 New
William Blair & Company
125
William Blair & Company
Illinois
$392K – – –
3 4
5
6 7

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.