iShares MSCI ACWI ex US ETF
ACWX
176 hedge funds and large institutions have $1.02B invested in iShares MSCI ACWI ex US ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 32 closing their positions.
3% less funds holding
Funds holding: 181 → 176 (-5)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
30% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 66
44% less capital invested
Capital invested by funds: $1.82B → $1.02B (-$802M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$42.6M |
| 2 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
+$29.6M |
| 3 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$26.5M |
| 4 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$9.94M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$296M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$89.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$88.6M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$78.6M |
| 5 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$64.9M |
ACWX Hedge Fund Activity: Q1 2016 in Review
176 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2016, worth a combined $1.02B — down 44% from $1.82B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of ACWX and 28 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 46 added.
The largest buyer was Factory Mutual Insurance, opening a new position worth an estimated $42.6M. The largest seller was Bank of America, cutting an estimated $296M.
- 176 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2016, down from 181 in Q4 2015.
- Funds reported $1.02B of iShares MSCI ACWI ex US ETF stock for Q1 2016, down 44% quarter-over-quarter.
- 28 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2016 and 32 closed out, a net change of -4 holders.
- The largest iShares MSCI ACWI ex US ETF buyer in Q1 2016 was Factory Mutual Insurance, an estimated $42.6M added.
- The largest iShares MSCI ACWI ex US ETF seller in Q1 2016 was Bank of America, an estimated $296M sold.
Based on aggregated 13F filings for Q1 2016.