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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
PCG
326
Private Capital Group
Connecticut
$162K +$173K +2,523 New
ESB
327
Essex Savings Bank
Connecticut
$159K +$170K +2,480 New
CFN
328
Cordasco Financial Network
Florida
$154K +$165K +2,397 New
LWA
329
Lenox Wealth Advisors
New York
$151K +$151K +2,193 +1,305%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$139K +$90.6K +1,320 +156%
MWC
331
MKD Wealth Coaches
Michigan
$132K +$141K +2,057 New
AIA
332
Arcadia Investment Advisors
Idaho
$122K +$131K +1,907 New
FNC
333
First National Corp
Massachusetts
$121K +$129K +1,885 New
SQA
334
Simon Quick Advisors
New Jersey
$120K +$129K +1,873 New
MCM
335
MV Capital Management
Maryland
$115K +$123K +1,797 New
SWM
336
SeaCrest Wealth Management
New York
$103K -$233K -3,400 -68%
APA
337
American Portfolios Advisors
New York
$102K -$2.75K -40 -2%
MOS
338
MGO One Seven
Ohio
$102K +$110K +1,600 New
LNB
339
Ledyard National Bank
$96K
HS
340
Horan Securities
United States
$92K +$73.8K +1,075 +339%
TL
341
TrueWealth LLC
Georgia
$83K +$755 +11 +0.9%
VNA
342
Valley National Advisers
Pennsylvania
$82K +$33.2K +484 +61%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$77K +$16.5K +241 +25%
TIM
344
Tortoise Investment Management
New York
$68K +$1.24K +18 +2%
CA
345
Claro Advisors
Massachusetts
$68K +$63K +918 New
CC
346
Cassaday & Co
Virginia
$65K +$69.1K +1,006 New
CBT
347
Capital Bank & Trust
California
$64K +$68.7K +1,000 New
IA
348
IFP Advisors
Florida
$63K +$39.7K +578 +140%
BCI
349
Brinker Capital Investments
Pennsylvania
$63K +$67.6K +985 New
FHA
350
First Horizon Advisors
Tennessee
$59K -$40.5K -590 -39%

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.