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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
TSS
301
Two Sigma Securities
New York
$295K -$2.61M -38,006 -89%
NPF
302
Norris Perne & French
Michigan
$287K -$19.9K -290 -6%
RG
303
Rikoon Group
New Mexico
$284K -$101K -1,475 -25%
HW
304
Hancock Whitney
Mississippi
$282K
FF
305
Friedenthal Financial
New Jersey
$261K +$14.2K +207 +5%
MC
306
Moors & Cabot
Massachusetts
$261K +$281K +4,096 New
BSAM
307
Blue Sky Asset Management
Colorado
$244K -$814K -11,856 -76%
WA
308
Wealth Architects
California
$238K +$254K +3,704 New
CDIA
309
Capital Directions Investment Advisors
Georgia
$233K
RSWM
310
Robertson Stephens Wealth Management
California
$227K +$243K +3,539 New
QI
311
QS Investors
New York
$225K +$27.5K +400 +13%
VFA
312
Valeo Financial Advisors
Indiana
$221K -$52.3K -762 -18%
American Century Companies
313
American Century Companies
Missouri
$215K +$20.6K +300 +10%
MFGP
314
Marshall Financial Group (Pennsylvania)
Pennsylvania
$215K +$230K +3,344 New
WP
315
WealthShield Partners
North Carolina
$214K +$229K +3,339 New
BW
316
Biegel & Waller
Maryland
$213K -$4.33K -63 -2%
BF
317
BOK Financial
Oklahoma
$213K +$228K +3,325 New
RPG
318
Risk Paradigm Group
Texas
$213K
BRC
319
Bell Rock Capital
Delaware
$211K +$12.1K +176 +6%
SSWM
320
Sheets Smith Wealth Management
North Carolina
$206K -$5.49K -80 -2%
CAL
321
Capital Advisors Ltd
Ohio
$206K
VCP
322
Vista Capital Partners
Oregon
$205K -$8.24K -120 -4%
BW
323
Bison Wealth
Georgia
$204K
ACM
324
Aviance Capital Management
Florida
$187K +$200K +2,918 New
BDWM
325
Brewin Dolphin Wealth Management
Ireland
$187K

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.