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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$377M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$60.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$25.4M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$34.4M |
| 2 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$28.2M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$8.46M |
| 4 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$3.35M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$2.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IIC
201
Ironwood Investment Counsel
Scottsdale,
Arizona
| – | -$2.19M | -48,000 | Closed |
|
202
CIBC World Market
Toronto,
Ontario, Canada
| – | -$2.15M | -47,268 | Closed |
|
203
Citadel Advisors
Miami,
Florida
| – | -$388K | -8,502 | Closed |
|
|
SS
204
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$347K | -7,620 | Closed |
|
|
CCM
205
Coldstream Capital Management
Bellevue,
Washington
| – | -$303K | -6,641 | Closed |
|
|
VF
206
Virtu Financial
New York
| – | -$297K | -6,513 | Closed |
|
|
HJA
207
Hugh Johnson Advisors
Albany,
New York
| – | -$228K | -4,994 | Closed |
|
|
PSUF
208
People's United Financial
Bridgeport,
Connecticut
| – | -$103K | -2,250 | Closed |
|
209
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$60K | -1,325 | Closed |
|
210
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$17K | -376 | Closed |
|
|
MFW
211
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$1K | -28 | Closed |
|
|
FC
212
Ferris Capital
Marlborough,
Massachusetts
| – | -$1K | -19 | Closed |
|
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.