iShares MSCI ACWI ex US ETF
ACWX
141 hedge funds and large institutions have $879M invested in iShares MSCI ACWI ex US ETF in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 29 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% less funds holding
Funds holding: 153 → 141 (-12)
19% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 52
19% less capital invested
Capital invested by funds: $1.09B → $879M (-$211M)
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$34.8M |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$26.8M |
| 3 |
AIM
Allen Investment Management
New York
|
+$20.5M |
| 4 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$18.9M |
| 5 |
TC
Telemus Capital
Southfield,
Michigan
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$185M |
| 2 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$62.6M |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$11.2M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.39M |
ACWX Hedge Fund Activity: Q1 2015 in Review
141 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ex US ETF (ACWX) for Q1 2015, worth a combined $879M — down 19% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of ACWX and 18 opened new positions — a net loss of 11 holders — while 52 trimmed existing stakes and 42 added.
The largest buyer was Horizon Investments, adding an estimated $34.8M. The largest seller was Managed Account Advisors, cutting an estimated $185M.
- 141 institutional investors held iShares MSCI ACWI ex US ETF (ACWX) as of Q1 2015, down from 153 in Q4 2014.
- Funds reported $879M of iShares MSCI ACWI ex US ETF stock for Q1 2015, down 19% quarter-over-quarter.
- 18 funds opened new iShares MSCI ACWI ex US ETF positions in Q1 2015 and 29 closed out, a net change of -11 holders.
- The largest iShares MSCI ACWI ex US ETF buyer in Q1 2015 was Horizon Investments, an estimated $34.8M added.
- The largest iShares MSCI ACWI ex US ETF seller in Q1 2015 was Managed Account Advisors, an estimated $185M sold.
Based on aggregated 13F filings for Q1 2015.