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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
Bank of America
1
Bank of America
North Carolina
$91.4M +$132K +2,920 +0.1%
BlackRock
2
BlackRock
New York
$89M +$11.5M +253,710 +15%
Morgan Stanley
3
Morgan Stanley
New York
$88.7M +$21.1M +466,777 +32%
ANTB
4
AMG National Trust Bank
Colorado
$74.4M -$2.3M -50,823 -3%
UBS Group
5
UBS Group
Switzerland
$73.3M +$7.67M +169,915 +12%
CIA
6
Capital Investment Advisors
Georgia
$58.5M +$11.4M +251,432 +24%
FMI
7
Factory Mutual Insurance
Massachusetts
$52M – – –
Wells Fargo
8
Wells Fargo
California
$49.5M +$6.07M +134,331 +14%
GIM
9
Goelzer Investment Management
Indiana
$48.3M +$11.7M +258,069 +32%
CTB
10
Country Trust Bank
Illinois
$44.1M – – –
Wellington Management Group
11
Wellington Management Group
Massachusetts
$41.2M +$31.2M +689,867 +322%
RFC
12
Regions Financial Corp
Alabama
$41.2M +$6.87M +152,089 +20%
ZCA
13
Zeke Capital Advisors
Pennsylvania
$40.7M +$4.21M +93,195 +12%
RJA
14
Raymond James & Associates
Florida
$37.3M +$710K +15,730 +2%
SHWM
15
Smith & Howard Wealth Management
Georgia
$31.1M -$2.08K -46 -0%
FTIOP
16
Fiduciary Trust International of Pennsylvania
Pennsylvania
$28.2M +$15.1M +334,612 +118%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$27.2M +$519K +11,484 +2%
GT
18
Glenmede Trust
Pennsylvania
$24.6M – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.7M +$13.5M +297,929 +222%
RBC
20
Ronald Blue & Co
Georgia
$19.2M -$1.3M -28,733 -6%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M +$605K +13,399 +3%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$18.8M -$702K -15,551 -4%
Mariner
23
Mariner
Kansas
$16.8M -$7.5M -166,094 -31%
LPL Financial
24
LPL Financial
California
$14.2M +$3.53M +78,107 +34%
SBL
25
Sargent Bickham Lagudis
Colorado
$13.9M +$4.18M +92,611 +44%
1
2 3 4 5

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.