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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
Citadel Advisors
126
Citadel Advisors
Florida
$388K +$384K +8,502 New
PAG
127
Private Advisor Group
New Jersey
$385K +$129K +2,854 +51%
MCM
128
Murphy Capital Management
New Jersey
$378K +$375K +8,295 New
BTS
129
BB&T Securities
Virginia
$376K +$52.9K +1,172 +17%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$356K +$353K +7,806 New
SEIA
131
Signature Estate & Investment Advisors
California
$355K +$48.1K +1,065 +16%
AWM
132
AE Wealth Management
Kansas
$352K +$17.4K +385 +5%
SS
133
Simplicity Solutions
Minnesota
$347K +$22.8K +505 +7%
NA
134
Nottingham Advisors
New York
$332K -$10.2K -225 -3%
HIIFS
135
Harel Insurance Investments & Financial Services
Israel
$324K – – –
SC
136
Scotia Capital
Ontario, Canada
$318K – – –
CCM
137
Coldstream Capital Management
Washington
$303K -$768 -17 -0.3%
VF
138
Virtu Financial
New York
$297K +$294K +6,513 New
CIR
139
Clear Investment Research
Georgia
$295K +$51.6K +1,142 +21%
SB
140
Suntrust Banks
Georgia
$292K -$99.8K -2,210 -26%
MML Investors Services
141
MML Investors Services
Massachusetts
$285K +$282K +6,250 New
RC
142
Roundview Capital
New Jersey
$279K – – –
CB
143
Community Bank
New York
$274K – – –
TIM
144
Tortoise Investment Management
New York
$271K – – –
SWP
145
Stratos Wealth Partners
Ohio
$250K – – –
DWT
146
Dorsey & Whitney Trust
South Dakota
$241K – – –
BHIA
147
Birch Hill Investment Advisors
Massachusetts
$232K – – –
Baird Financial Group
148
Baird Financial Group
Wisconsin
$230K – – –
HJA
149
Hugh Johnson Advisors
New York
$228K -$5.29M -117,164 -96%
SCM
150
SOL Capital Management
Maryland
$228K +$226K +5,000 New
4 5
6
7 8

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.