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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
AC
351
Avestar Capital
New York
$55K
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$53K
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$56.5K +823 New
LFASL
354
Lugano Financial Advisors SA (LFA)
Switzerland
$52K
RCG
355
Ruggie Capital Group
Florida
$49K +$52.1K +759 New
SWP
356
Strategic Wealth Partners
Ohio
$42K +$7.14K +104 +21%
FTI
357
Fiduciary Trust International
Massachusetts
$42K +$44.8K +653 New
AssetMark Inc
358
AssetMark Inc
California
$38K
LDFR
359
Lehman & Derafelo Financial Resources
Pennsylvania
$38K +$41.1K +599 New
TWA
360
TCI Wealth Advisors
Arizona
$37K +$6.52K +95 +20%
WF
361
WealthTrust Fairport
Ohio
$37K +$39.5K +575 New
JCM
362
Jacobi Capital Management
Pennsylvania
$35K -$1.51K -22 -4%
FGC
363
Financial Gravity Companies
Texas
$34K +$33.8K +492 New
Victory Capital Management
364
Victory Capital Management
Texas
$33K -$476K -6,938 -93%
GWM
365
Geneos Wealth Management
Colorado
$27K +$24.6K +358 +519%
BCA
366
Berman Capital Advisors
Georgia
$26K +$28.4K +413 New
BBPWM
367
Blue Bell Private Wealth Management
Pennsylvania
$24K -$131K -1,910 -84%
GWA
368
Guidant Wealth Advisors
Illinois
$23K +$25.3K +369 New
RWA
369
Ropes Wealth Advisors
Massachusetts
$21K
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$20K -$53K -772 -71%
LC
371
Lavaca Capital
Texas
$18K +$19.8K +288 New
CG
372
Cutler Group
California
$12K
WTC
373
WhitTier Trust Company
Nevada
$11K
WAS
374
Winch Advisory Services
Wisconsin
$10K -$4.64M -67,587 -100%
AWM
375
Avior Wealth Management
Nebraska
$9K

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.