iShares MSCI ACWI ex US ETF
ACWX
127 hedge funds and large institutions have $839M invested in iShares MSCI ACWI ex US ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 9 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 28
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
4% more funds holding
Funds holding: 122 → 127 (+5)
9% less capital invested
Capital invested by funds: $922M → $839M (-$83.6M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$13.5M |
| 2 |
TC
Telemus Capital
Southfield,
Michigan
|
+$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.44M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.86M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$72.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.1M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$11.2M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$8.87M |
| 5 |
CC
Columbia Capital
Fullerton,
California
|
-$5.59M |
ACWX Hedge Fund Activity: Q3 2014 in Review
127 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q3 2014, worth a combined $839M — down 9.1% from $922M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ACWX positions and 9 closed out — a net gain of 5 holders — while 52 added to existing stakes and 28 trimmed.
The largest buyer was Polaris Wealth Advisory Group, adding an estimated $13.5M. The largest seller was Horizon Investments, cutting an estimated $72.6M.
- 127 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q3 2014, up from 122 in Q2 2014.
- Funds reported $839M of iShares MSCI ACWI ex US ETF stock for Q3 2014, down 9.1% quarter-over-quarter.
- 14 funds opened new iShares MSCI ACWI ex US ETF positions in Q3 2014 and 9 closed out, a net change of +5 holders.
- The largest iShares MSCI ACWI ex US ETF buyer in Q3 2014 was Polaris Wealth Advisory Group, an estimated $13.5M added.
- The largest iShares MSCI ACWI ex US ETF seller in Q3 2014 was Horizon Investments, an estimated $72.6M sold.
Based on aggregated 13F filings for Q3 2014.