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iShares MSCI ACWI ETF

397 hedge funds and large institutions have $4.86B invested in iShares MSCI ACWI ETF in 2018 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 157 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 39

87% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 84

67% more funds holding in top 10

Funds holding in top 10: 2440 (+16)

57% more capital invested

Capital invested by funds: $3.09B → $4.86B (+$1.77B)

23% more call options, than puts

Call options by funds: $136M | Put options by funds: $110M

20% more funds holding

Funds holding: 330397 (+67)

11.46% more ownership

Funds ownership: 33.94%45.39% (+11%)

Holders
397
Holders Change
+67
Holders Change %
+20.3%
% of All Funds
8.85%
Holding in Top 10
40
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+66.67%
% of All Funds
0.89%
New
110
Increased
157
Reduced
84
Closed
39
Calls
$136M
Puts
$110M
Net Calls
+$25.5M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
226
Prio Wealth Limited Partnership
Massachusetts
$784K +$498K +7,257 +146%
CIA
227
Capital Investment Advisors
Georgia
$771K -$9.68K -141 -1%
FEG
228
Fund Evaluation Group
Ohio
$769K +$229K +3,338 +39%
CI
229
CX Institutional
Indiana
$766K +$731K +10,643 +821%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$752K +$523K +7,618 +186%
Russell Investments Group
231
Russell Investments Group
United Kingdom
$744K +$796K +11,596 New
PWAP
232
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$529K +7,698 +198%
OAM
233
Oppenheimer Asset Management
New York
$736K +$787K +11,469 New
HT
234
HighTower Trust
Texas
$731K -$961 -14 -0.1%
FAAS
235
First Allied Advisory Services
California
$720K +$205K +2,982 +36%
PVH
236
Psagot Value Holdings
Israel
$717K -$3.34M -48,682 -81%
SH
237
Svenska Handelsbanken
Sweden
$706K -$179K -2,600 -22%
UR
238
USCA RIA
Texas
$702K +$751K +10,940 New
MIM
239
Macroview Investment Management
Maryland
$695K +$744K +10,837 New
SAM
240
Sequent Asset Management
Texas
$673K
VFA
241
Voya Financial Advisors
Connecticut
$673K +$723K +10,533 New
NCM
242
New Capital Management
Texas
$668K +$6.25K +91 +0.9%
WT
243
Whittier Trust
California
$657K
SG
244
Strid Group
Pennsylvania
$652K +$21.3K +310 +3%
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$636K -$1.7M -24,793 -71%
JFG
246
JMG Financial Group
Illinois
$632K
CPO
247
Cerity Partners OCIO
New York
$627K +$85.6K +1,246 +15%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$623K -$204K -2,974 -23%
AL
249
Aspiriant LLC
California
$611K
MBT
250
Montecito Bank & Trust
California
$600K -$2.68K -39 -0.4%

ACWI Hedge Fund Activity: Q4 2018 in Review

397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI ACWI ETF (ACWI) for Q4 2018, worth a combined $4.86B — up 57% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new ACWI positions and 39 closed out — a net gain of 71 holders — while 157 added to existing stakes and 84 trimmed.

The largest buyer was Bessemer Group, adding an estimated $406M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $88.9M sold.

  • 397 institutional investors held iShares MSCI ACWI ETF (ACWI) as of Q4 2018, up from 330 in Q3 2018.
  • Funds reported $4.86B of iShares MSCI ACWI ETF stock for Q4 2018, up 57% quarter-over-quarter.
  • 110 funds opened new iShares MSCI ACWI ETF positions in Q4 2018 and 39 closed out, a net change of +71 holders.
  • The largest iShares MSCI ACWI ETF buyer in Q4 2018 was Bessemer Group, an estimated $406M added.
  • The largest iShares MSCI ACWI ETF seller in Q4 2018 was Perella Weinberg Partners Capital Management, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2018.